Banking and Financial Services

Stay ahead of evolving regulations, streamline complex operations, and deliver seamless digital experiences, all with one low-code platform.

Unlock Efficiency, Agility, and Compliance in Banking and Financial Services with Yexle + Appian

95 %

Faster AML/CTF risk assessment reporting

60 %

Productivity gains in AML case investigations

85 %

Faster turnaround for asset management approvals

Built for Banking and Finance. Powered by Appian.

In today’s fast-paced financial landscape, banks, credit unions, and fintechs are under immense pressure to deliver seamless digital experiences, comply with evolving regulations, and reduce operational overhead. Yet many still rely on outdated systems, siloed data, and manual processes that slow down innovation and increase risk.

At Yexle, we help financial institutions unlock agility and scale through intelligent automation on the Appian low-code platform. Whether you are looking to accelerate loan origination, automate onboarding and KYC, or maintain real-time regulatory compliance, our domain-specialized solutions are proven across 30+ global implementations.

As a Silver Accredited Appian Partner for Financial Services, Yexle builds powerful, future-ready solutions to help institutions modernize faster, serve customers better, and manage risk more effectively.

Key Areas We Transform

New Business Enablement

  • Campaign Management
  • Product Launch Coordination
  • Deal Initiation and Review

Customer Journey Transformation

  • Institutional Onboarding & Fund Offboarding
  • Customer Onboarding Coordination
  • Transaction Lifecycle Management
  • Disputes & Complaints Resolution
  • Contact Center Automation

Lending & Payments Optimization

  • Loan Origination
  • Loan Management
  • Card Operations
  • Payment Processing

Operational Performance & Corporate Functions

  • Omni-Channel Case Management
  • HR & Internal Audit Automation
  • Trade Desk Wind-Down
  • Risk Response & Investigation Workflows
  • Product Launch Framework

Governance, Risk & Compliance (GRC)

  • Stress Testing & AML Compliance
  • GDPR & Regulatory Obligations
  • Customer Identification (CIP), KYC
  • Horizon Scanning & Enhanced Due Diligence
  • Remediation Management

Claims & Investigations

  • Investigative & Dynamic Case Management
  • Financial Audit & Financial Crime Investigation
  • Regulatory Submission Automation
  • Background Checks & Workplace Safety Compliance