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Presenter Profile:

How they describe themselves: FINBOA is an innovator in digital process automation and regulatory compliance for financial institutions. By replacing manual systems with simple rule-based robotic process automations, FINBOA helps banks and credit unions transform their back-office to optimize operational efficiency, compliance accuracy and customer experience, while reducing costs and reputational risk. With a cloud-based automation platform and a portfolio of quick to implement, easy-to-use, cost-effective and proven workflow solutions, FINBOA puts process automation within reach.

How they describe their product/innovation: FINBOA transforms manual compliance processing with FINBOA Workplace, a SaaS process automation platform and portfolio of workflow solutions, including Regulation E Dispute Tracking. Workplace is PCI DSS/SOC2 Type1 certified and provides centralized data management, automated timeline notifications, customized letters, digital signature, workflow configuration, GL integrations with core, robotic automations, and compliance rules. FINBOA solutions reduce compliance cost and reputational risk while improving back-office efficiency and customer experience.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contacts

Bus. Dev.: Dheeraj “Raj” Singal, CEO & Founder, dsingal@finboa.com
Press: William Mills Agency, Victoria B. Moore, Victoria@williammills.com, 866-218-4096