Powering the back office for financial services
Automate complex operational work from customer onboarding to compliance work with speed, accuracy, and control.
Designed to handle the complexity of financial services. Implemented with ease.
Unitary’s Virtual Agents work across your existing systems to automate regulated, document-heavy workflows while keeping your teams in control.
Virtual Agents use your existing systems through the front end, with standard user logins. They can operate across portals, CRMs, inboxes, spreadsheets, and legacy systems — without APIs or custom integrations.
Unitary automates regulated workflows with contractual accuracy guarantees, full audit trails, and enterprise-grade security. Every workflow is traceable, controlled, and designed for financial operations.
Virtual Agents automatically escalate uncertain, sensitive, or high-risk cases to your team. You choose where human review is required, from targeted exception handling to approval steps on every workflow.
We document your workflow, configure your Virtual Agent, connect to your tools, and launch with measurable outcomes. Start with one workflow, prove value quickly, then expand across your operations.
Automate financial services workflows end-to-end
Unitary’s Virtual Agents can learn the workflows your teams run today, across multiple systems, policies, and operational processes.
Automate cheque processing, reconciliations, and exception handling across legacy systems.
Verify client details, update records, and route exceptions for human review.
Process loans, mortgages, and account applications by checking documents and updating systems.
Prepare recurring reports, gather evidence, and flag exceptions for audit and regulatory teams.
Start automating fast and grow with confidence
productivity, and power safe, sustainable growth.