Industry Solutions

Celonis for Banking

Delight customers, drive efficiencies, and deliver results.

Industry Pages Header Banking

Perform at levels you never thought possible

Drive delightful customer interactions in real-time

Use data captured across multiple systems to deliver consistently positive experiences to all customers.

Streamline operations

Identify onboarding and servicing inefficiencies blocking your team from delivering for your customers.

Visualize and automate control processes

Increase control process transparency while reducing manual effort and risk exposure.

Maximize performance across Banking processes

Drive responsible customer service — from origination through servicing

Whether a customer is looking for a new loan or needs guidance through a shifting market landscape, customer experience is key. Right now, a seamless customer experience is a competitive advantage. But providing that experience requires efficient processes. 

Speed up your credit processes and offer a competitive credit journey to your customers

Start the customer journey off right with Know Your Customer

KYC is critical to your regulatory environment – but needs to be executed with low friction for your customers. 

Use insights from Celonis to optimize your KYC processes  and ensure that they run seamlessly and with the end-to-end client lifecycle in mind.

Make proactive risk and control management a reality

Differentiate from your peers with the strength of your risk and control management by using automation to increase quality while reducing costs. Increase your organization’s operational resilience by proactively monitoring for process non-adherence. 

With Celonis, continuous automated control monitoring can detect your risk of SLA breaches — before they become an issue.

Increase end-to-end automation in your payments workflow

Fully automated payments drive efficiency and a great customer experience. Payments that require manual intervention have the opposite effect.

Understand and resolve failed payments at their source to improve efficiency, reduce liability, and delight your customers. Monitor exception processing to identify potential process improvements so you can address issues before your customers feel the effect.

Reduce settlement delays and unnecessary rework

Understand your trade lifecycle as it truly runs. Identify areas of manual intervention, excessive amendments, and re-routing that contribute to longer settlement times. 

Optimize your settlement process by revealing and fixing inefficiencies impacting your process performance in real time.

Drive responsible customer service — from origination through servicing

Whether a customer is looking for a new loan or needs guidance through a shifting market landscape, customer experience is key. Right now, a seamless customer experience is a competitive advantage. But providing that experience requires efficient processes. 

Speed up your credit processes and offer a competitive credit journey to your customers

Start the customer journey off right with Know Your Customer

KYC is critical to your regulatory environment – but needs to be executed with low friction for your customers. 

Use insights from Celonis to optimize your KYC processes  and ensure that they run seamlessly and with the end-to-end client lifecycle in mind.

Make proactive risk and control management a reality

Differentiate from your peers with the strength of your risk and control management by using automation to increase quality while reducing costs. Increase your organization’s operational resilience by proactively monitoring for process non-adherence. 

With Celonis, continuous automated control monitoring can detect your risk of SLA breaches — before they become an issue.

Increase end-to-end automation in your payments workflow

Fully automated payments drive efficiency and a great customer experience. Payments that require manual intervention have the opposite effect.

Understand and resolve failed payments at their source to improve efficiency, reduce liability, and delight your customers. Monitor exception processing to identify potential process improvements so you can address issues before your customers feel the effect.

Reduce settlement delays and unnecessary rework

Understand your trade lifecycle as it truly runs. Identify areas of manual intervention, excessive amendments, and re-routing that contribute to longer settlement times. 

Optimize your settlement process by revealing and fixing inefficiencies impacting your process performance in real time.

Banking leaders around the world use Celonis

Global Banking Leader
$68M
in efficiency gains from re-engineering 40 processes
Caixa Geral de Depositos --white
22%
higher SLA compliance in credit recovery through usage of operational dashboards
Global Banking Leader
>$500M
in capital inefficiencies identified and leveraged Celonis to develop corrective action plans

Connect with a Celonis Banking expert

Our dedicated Banking solutions team is ready to chat when you are.

Dear visitor, you're using an outdated browser. Parts of this website will not work correctly. For a better experience, update or change your browser.