WayMore Automation Platform for
Banking & Financial Institutions

Intelligent omnichannel platform for successfully designing & implementing automation processes for the banking and financial sector

Clients who trust us!

Embrace digital transformation

The inevitable transition of Banking and Finance Institutions from legacy systems to innovative solutions is a complex process with many branches

While most banking and finance institutions have started to embrace the technological revolution, there are still challenges that need to be overcome.

As McKinsey forecasts, a second wave of automation and AI is on its way the next couple of years, where machines and bots will execute 10% to 25% of bank functions, expanding the overall capacity and giving the workforce an opportunity to focus on higher-value projects.

The radical shift that the banking industry is undergoing is driven by changing business models, new competition from FinTechs, the evolution of cybercrime, the changing of customer demand as consumers seek round-the-clock personalized service, mounting regulations regarding fraud, and disruptive technologies.

Restoring Bank Profitability

Banks and Financial Institutions need to employ cost optimization strategies, including through the use of digital technology. However, investing in hardware and software is costly in the short term with potential profitability gains accruing over a longer time horizon, so banking and financial institutions must ensure that they are profitable on a sustainable basis.

Cybercrime & Security Risks

Technology modifies not only the way banks conduct their business but also the kinds of risks they confront. As the banking and financial business models become more digital, the IT systems play a more substantial part in the equation, raising the potential for operational and cyber risks. Data breaches become prevalent and privacy concerns intensify.

Big Data Use

Banks and financial institutions have always used data to provide their banking services, yet, they have just recently started to realize the power their unique data have in increasing customer satisfaction while reducing costs and mitigating risk. Sorting through torrents of unstructured data for useful information is no small undertaking, as it requires powerful data analytics technology.

FinTech Disruption

The emergence of FinTech, tech-savvy, non-bank start-ups, with no legacy IT systems, is changing the competitive landscape in financial services, forcing traditional institutions to rethink the way they do business. FinTechs use innovative digital tools that allow customers to switch banks through a few clicks and share their banking data with third-party providers.

Anti-Money Laundering (AML)

The negligent use of the banking system for money laundering activities is a key challenge faced in the banking and financial sector. Although governing authorities have introduced anti-money laundering (AML) regulations to detect and prevent such activities, banking and financial institutions need to capitalize on technological innovation to boost the effectiveness of AML checks and fraud detection practices.

Harnessing Artificial Intelligence

Customer demand is shifting to greater personalization, more automated services, and easier access to services. Technological advancements, such as artificial intelligence, is the key to rendering customized services and enhancing client retention in banking and finance, but these highly sensitive in terms of private data and security institutions must learn how to benefit from the power of AI, without being victimized by it.

Automation in the banking industry improves customer experience, cuts costs, and increases productivity

Real-life examples of how automation for the banking industry works in action

Instant Identity Authentication Process

When customers visit a bank’s ATM to draw cash, but their transaction is canceled due to multiple wrong password attempts, Routee’s Cloud IVR comes to the rescue by performing automatic calls in real-time, without making customers wait for a long time for identity verification. By asking personal information questions generated by Routee’s platform, which is linked to the bank’s database, Routee's Cloud IVR enables the transaction to be promptly and successfully completed.

Transactional Security Messages

Customers that wish to perform an online transaction using an e-banking platform via the web or mobile app (i.e., transfer money, pay a bill, change their mailing address), they must go through a 2-step verification process for safety reasons. Routee's two-factor authentication process (2FA) enables the bank to automatically send a PIN to the customers' mobile phones to verify their identity in the bank’s app and successfully complete their desired transaction.

Sustainable Banking

A banking institution deals with enormous paperwork on a daily basis. Integrating environmental and social considerations into a bank’s core business, such as the automation of standard processes for approving and sending the finalized contract of a bank loan, or any other form of a bank petition, via electronic means, such as SMS or email, saves time on human resources and builds a sustainable and environmentally-friendly image for the bank.

Customer Support via Chatbot AI

A conversational AI bot, built-in with NLP capabilities, can simultaneously handle most customer support queries from different customers. A bank can integrate a chatbot AI into customer touchpoints (i.e., Viber, Facebook, native app), so when customers request via direct message information about their account balance for a specific range period, the bank's chatbot will efficiently handle this routine query with no need to take time from a live agent.

Do more with WayMore Automation for Banking & Financial Institutions

The powerful omnichannel automation platform that enables the strategic digital transformation of banking and financial institutions.

  • Acquire New Customers & Sell More
  • Improve Efficiency
  • Μanage Risks & Enhance Security
  • Create Great Customer Experience
  • Increase Productivity

Acquire New Customers & Sell More

Process automation combined with customer segmentation and personalization can improve the customer acquisition process, drive sales, and strengthen customer retention. Banks and financial institutions can create new business lines and improve targeting by using triggers to offer relevant products or services (i.e., reward regular customers at risk of switching to a competitor).

Improve Efficiency

Accenture estimates that workflow automation reduces the time to perform tasks by up to 90%. Automation allows the efficient streamline of validation processes and several repetitive tasks normally tended to by humans. Work routines can be easily labeled as simple and complex and accordingly allocated. Process re-work and errors are reduced by eliminating human touchpoints, resulting in speeding up innovation and the time to market.

Μanage Risks & Enhance Security

Marketing automation empowers risk management as it removes subjective interpretation, capitalizing on the technological innovation to boost the effectiveness of anti-money laundering checks and fraud detection practices. As data breaches become prevalent and privacy concerns intensify, verification services such as a Cloud IVR service for handling customer issues (i.e., credit card loss, fraud, declined payments, or other related problems) that require quick responses from a trusted source, come to the rescue.

Create Great Customer Experience

Banking and financial institutions can capitalize on WayMore's comprehensive automation platform to automatically segment their customer database and create personalized products, services, and offers, that will be delivered at the right time to customers through their preferred communication channel. Proactively providing customers with relevant information enhances their experience and satisfaction, builds trust, and creates long-lasting relationships.

Increase Productivity

WayMore Marketing Automation Platform for banking & financial institutions leverages technological advancements, such as artificial intelligence and powerful analytics, that enables the easy, secure design and delivery of customized workflows and services. Financial executives free up valuable time, and can make better-informed decisions, powering up their productivity levels.

Do more with WayMore Automation for Banks. The intelligent destination for efficiently automating standard procedures, enhancing customer experience, and building trust

Based on Routee, a true omni-channeled communications solution

WayMore is an intelligent omnichannel communications platform powered by Routee that enables a business to gather insightful customer data for developing business growth tactics, to deliver personalized marketing messages. WayMore carries a powerful functionality such as:

Forms and landing pages

Two-factor authentication

Trackers and short URLs

Virtual numbers

Automated workflows

It also lets you maintain seamless communication with your customers through the following channels:


Communicate your message and company mission all over the world using the advanced SMS services Routee provides. Craft interactive and engaging campaigns easily and efficiently through an advanced marketing platform.


Email messages inform your clients discreetly and efficiently about things you want them to know. Discover which Email service suits you, customize it and make it happen with Routee.


Break through to a global audience with Viber business messaging.Viber makes it easy for people to search and find the brands that they want to interact with.

Push notifications

Using Push Notification to engage with your customers is a powerful marketing tool to boost your ROI. Easily and instantly view comprehensive reports that provide insight on the effectiveness of your campaigns.

Messaging apps

Messaging Apps to engage with your customers is a powerful marketing tool to boost your customer loyalty. Easily and instantly connect with your customers on their preferred messaging app.

Voice messaging

Speak your message, loud & clear with Voice services, designed to complement your communication and support transactions across your business. Captivate their interest with voice messages in 16 languages.

See WayMore's Automation Platform for Banks in action!

Do more with WayMore! Fill in your email, and we will contact you for a complete and personalized demo.