For the first time, our analysts weren't waiting for engineering to catch up. They could define the workflows themselves. That changed everything.
Workflow automation for financial services
and insurance teams.
The regulated workflows behind modern financial services and insurance. Claims, onboarding, payments, reporting, risk, and AI, orchestrated from one declarative control plane.
How financial services workflow automation connects core systems, data, and approvals.
Claim, payment, customer, policy, portfolio event, or reporting deadline. The orchestration job is the same: connect systems, route exceptions, trigger actions, capture evidence.
Each step is a declarative YAML task. Change the source system, workflow step, or destination without rebuilding the whole process.
Workflow automation use cases in banking, insurance, and fintech.
Core systems, money movement, risk and compliance, customer operations. One engine runs them all.
Core Systems & Lifecycle Operations
Legacy Modernization & Core Integration
Connect core platforms, policy admin systems, ledgers, mainframes, and modern data platforms without freezing transformation programs. Orchestrate CDC, file exchanges, APIs, and staged cutovers with full lineage.
Policy, Account & Product Lifecycle
Automate quote-to-bind, account opening, servicing requests, endorsements, renewals, product changes, and downstream updates across internal and partner systems.
Claims, Servicing & Case Management
Coordinate intake, validation, routing, approvals, disbursements, notifications, and exception handling across claims, servicing, disputes, and operational casework.
Transactions, Portfolios & Money Movement
Payments, Disbursements & Reconciliations
Validate files and events, handle exceptions, reconcile statuses, and trigger downstream actions across payments, claim payouts, collections, refunds, and settlement workflows.
Treasury, Cash, Portfolio & Fund Operations
Pull positions, process portfolio events, support end-of-day controls, and distribute outputs to treasury, finance, risk, and operations teams.
Broker, Partner & Distribution Workflows
Coordinate data exchange, approvals, documents, and status updates across brokers, TPAs, carriers, lenders, and external service providers.
Risk, Compliance & Governance
Regulatory Reporting & Controls
Run recurring and event-driven reporting workflows with validations, dual control, evidence capture, and replayable execution for internal audit and external regulators.
Fraud, AML, KYC & Trust Operations
Orchestrate screenings, vendor checks, enrichment, scoring, case creation, and human review across onboarding, transactions, claims, payments, and account activity.
Model Governance & AI Workflows
Train, validate, approve, deploy, and monitor decisioning, pricing, claims, fraud, and service models with clear approvals and operational guardrails.
Customer, Data & Platform Operations
Onboarding & Document Intelligence
Handle document intake, extraction, review, screening, and downstream updates for customers, businesses, brokers, claimants, and partners.
Operational Data Workflows
Move, transform, and operationalize data across dbt, lakehouse, SQL, Python, and Spark to support live operations, not just analytics.
Cybersecurity & Platform Automation
Automate certificate management, privileged workflows, vulnerability scans, incident response, and platform operations across regulated environments.
Financial workflow orchestration requirements: SOX, DORA, and four-eyes controls.
Air-Gapped & Sovereign Deployment
Self-hosted, VPC, or fully air-gapped. EU or US data residency. Segment control plane and workers across restricted zones with zero egress required.Immutable, Replayable Execution
Every flow is YAML in Git. Every execution frozen in time. Replay any historical cutoff with the exact code, secrets, and inputs, in one click.Four-Eyes Approval Gates
Pause any workflow pending human sign-off. Enforce mandatory dual-control for regulatory submissions, model promotions, and production deployments.RBAC & Multi-Tenant Isolation
Namespace-scoped RBAC with SSO/SAML/SCIM. Every division owns its secrets and runtime on a shared platform. Zero blast radius.Audit Logs & SIEM Integration
Every execution, user action, and resource change recorded. Stream logs directly to Splunk, Elastic, or your preferred SIEM.Financial workflow automation examples and blueprints.
Production workflows, from claims triage to regulatory reporting. Copy the YAML. Wire it to your stack. Ship it through your CI.
Triage an FNOL, score for fraud, and pay the customer in minutes, not days.
A claim lands on the webhook, Kestra parses it, scores for fraud, auto-routes to an adjuster queue, and fires the payout. Every step auditable. Every dispute replayable.
Turn a stack of documents into an approved customer, with audit trail.
Extract data from uploaded documents, screen against sanctions lists, persist the case, pause for compliance review, and activate the account. One flow, KYC-grade evidence, replayable end-to-end.
Reconcile two sources nightly and route every break to the right team.
Pull two ledgers, reconcile in Python, and branch on exceptions. Breaks open cases in ServiceNow. Clean runs publish a signed audit bundle. Every step replayable at the same cutoff, years later.
Regulatory submissions with dual control and lineage any auditor will sign off on.
Gather positions, transform with dbt, require four-eyes approval, submit to the regulator. Every cutoff replayable with signed evidence, on demand, years later. Works for FINREP, COREP, Solvency II, and internal reporting alike.
Ready for Production?
Managed or self-hosted, your choice.
Fully managed. Zero maintenance.
Deploy instantly, scale automatically, pay only for what you use.
- Everything in Open Source
- Fully Managed Platform, zero ops
- Automatic Scaling
- SOC 2 Type II Certified
- Built-in Security & Governance
- Fast Onboarding, Pay-as-you-scale
Self-host with enterprise governance.
Critical environments, compliance requirements, air-gapped or hybrid.
- Everything in Open Source
- SSO / SAML & Fine-Grained RBAC
- Audit Logs & Multi-Tenancy
- Air-Gapped & On-Prem Deployment
- Dedicated Customer Success Program
- SLA-Backed Enterprise Support
Integrates with the systems regulated teams already rely on.
Connect core platforms, policy and claims systems, data stacks, messaging layers, case tools, and security controls through 1400+ plugins. Or build the exact integration your environment requires.
One platform for regulated workflows.
Modernize legacy systems, connect the tools your teams already use, and add lineage, approvals, and auditability across claims, onboarding, payments, reconciliations, reporting, servicing, and risk.
Frequently asked questions
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