PiF Technologies

Solutions designed for banks and financial services organizations.

Use a secure and compliant automation solution to eliminate inefficiencies and errors in processes that move across systems, software, and apps.

Use Artificial Intelligence to eliminate redundant, repeatable business process to remove manual labor and human errors.

Move data between disparate line of business systems.

Intelligent Document Processing (IDP) enables businesses to extract valuable insights from unstructured data, streamline document handling, and enhance decision-making. 

Experience a significant reduction in errors, improved compliance, and accelerated document processing, ultimately leading to increased productivity.

Stay on top of changing regulatory requirements.

By using IDP, you can better adhere to regulatory requirements by ensuring that documents are processed according to the latest compliance standards. This includes maintaining proper documentation and timely reporting.

What can you automate?

Just about every process has the potential to be automated, here are just a few of them:

  • Loan Processing
  • Administration and Monitoring
  • Order Management
  • Application Processing
  • Order Processing
  • Processing & Approvals
  • Transaction Monitoring
  • Automatic Payments Set-up
  • Collections & Servicing
  • Dispute & Fraud Management
  • Fees & Chargebacks
  • And more!

75% of transactional operations can be automated

Higher Operational Efficiencies

Let the robot take on repetitive, high-volume, cross-system processes where speed, capacity, and accuracy matter most—in lending services, account servicing, post-trade processing, and more.​

Better Customer Experiences

Accelerate deployment of customer self-service options , free reps to focus on customers by giving each one a robot to gather customer data during calls, and expand what chatbots can do by pairing them with robots

Reduced Risk Exposure

Let robots access public databases, watchlists, and other sources to extract and organize critical data—and use artificial intelligence and advanced analytics to match relationships and find hidden risks​.

Less Revenue Leakage

Capture more revenues with less collector effort by automating repetitive, time-consuming steps in the collection process, like notifications, follow-ups, contact lookups, call documentation, doc prep, and much more​.

Amplified Workforces

Give your investment research teams personal robotic assistants to do targeted search and extraction of data from internal and external sources​.

Accelerated Digital Transformation

UiPath robots can understand screens and emulate how people click, point, and mouse through different processes. So you can connect with legacy systems that don’t have APIs or modern interfaces.​

40% of reporting, planning, and other strategic work can be automated

Why work with PiF?

Trust us, we know automation.

We've been selling workflow automation solutions since day one.

Automation used to just be scan, file, and retrieve. It then evolved to advanced workflows powered by Artificial Intelligence. 

Now, Automation encapsulates the most advanced technology, using the combined forces of Robotic Process Automation, Artificial Intelligence, and Machine Learning.

We’ve evolved from a basic software integrator to a national leader in integration, implementation, and support across industries and organizations of all sizes.

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Years in Professional Services consulting and automation
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Years with Robotic Process Automation implementation
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Customers who have used our services

We know your industry.

We're trusted by financial institutions of all sizes and understood the unique opportunities and challenges your business faces.

60% of financial services firms have embedded AI and RPA in their operations

Made for Mortgage Documents & Bailee Letters

Home buying is a document heavy process.

Using our Azure and Google Document AI custom model, Large Language Models from 110 different lenders are compared at the field level, with unmatched exceptions highlighted in red. 

Key fields like ABA, account number, account name, attention to, borrower, loan amount, note amount, warehouse lender, seller and bank name, are all identified despite whether or not they’re distributed throughout the document or without a key-value pair.

Learn about our other solutions

Intelligent Document Processing

Natural Language Processing: Breaking Down the Basics

Natural Language Processing is one piece of the Artificial Intelligence puzzle. Artificial Intelligence is constantly covered in countless blog posts, articles, videos, and webinars. The reality is, many of these conversations are happening at a high level riddled with technical

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Intelligent Document Processing

What makes a successful Intelligent Document Processing solution?

Technologically progressive organizations often want to move quickly, particularly in the field of Artificial Intelligence. According to a recent Deloitte report, increasing the use of AI across the organization and investing in technology are the two top priorities for the

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Intelligent Document Processing

Revolutionizing data retrieval with AI-powered Queries

In the 1990s, the way the internet was utilized was changed as Search Engines became increasingly commonplace. Quickly, websites and information became available at the user’s fingertips, unlike the hand-indexed early internet. In the 2010s, Siri revolutionized search as an

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