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Using a BPM tool in finance companies

We have experience making finance companies gain more. Discover how several
companies improve their performance by choosing the right BPM tool.

Choosing what your company needs

Financial processes have been looked at and analyzed thoroughly over the years. But recently, some major changes have arisen, and it’s as important as ever to be on top of new trends and technologies to come ahead in the business world. Automating financial processes with a BPM suite will make the difference, giving you a more efficient operation that will result in more income for your company. Besides, having your financial processes properly automated will create a more agile work environment. This will allow everyone to work remotely, asynchronously, without compromising the quality of your business service.


Digital transformation

Have in one place all your digital documents, databases, forms, and the processes associated with them. Eliminate all the inefficiency of handling a million spreadsheets, emails, or even Whatsapp messages.


Model your processes as your company may need and adapt them as you want. With low-code / no-code technology, you will be able to automate any process without IT knowledge or external consultants.

Objective data

Using Flokzu, you will obtain objective data regarding the performance of your processes, both active and past. You can set up Custom Reports with the information your team values most.


Managing your processes will result in an agile company. Make decisions in half the time you are making them now. All involved parties will be able to continue working as efficient and effective as ever.

Increase productivity & revenue

Every participant will be able to complete their tasks on time, resulting in a more efficient operation. Increase your revenue by continuously improving your processes.

Task management

Reach your goals by managing each task. Track their status from the beginning to the end. Know where the bottlenecks are, and obtain the information and data you need to optimize every task in your processes.

Most used processes

Proven to be successful

Olz Bank Zwitserland
Porto Seguro
Colliers Internationl
Caja Inmaculada de México
Carrero Mortgage
Banco de Comercio de Peru
Ledger France
HMC capital
Credit Car Argentina