Source: https://joinfinn.com/industries/banking

# Finn for Banking

## Keep banking moving.

Finn connects customer service with the operations behind it. Move account requests, application paperwork, and payment exceptions toward a clear resolution.

## Keep the application moving. Keep people in control.

An account application. Finn handles the follow-up work around an application while authorized reviewers make the required decisions.

1. **Check the application.** Read its current status and the documents required for the next review.
2. **Request what is missing.** Explain the outstanding requirements and guide the customer to the approved submission channel.
3. **Prepare the review.** Organize received information and flag inconsistencies for an authorized reviewer.
4. **Follow the decision.** Read the recorded decision, carry out permitted next steps, and tell the customer what happens next.

## More work Finn can help with

### Account servicing

Handle permitted account requests and track work that needs a specialist.

### Lending intake

Collect application information and prepare a complete package for the lending team.

### Payment exceptions

Gather transaction records and coordinate investigation of unmatched or disputed payments.

### Operations follow-up

Review open cases, missing documents, and queues awaiting a decision.

## Connected to your business

**Systems:** Customer records, application systems, document repositories, case management, and payment records.

**People:** Authorized teams own identity decisions, credit decisions, account restrictions, and movement of funds.

## Measure the outcome

- Applications ready for review
- Time waiting on missing documents
- Age of unresolved exceptions

These are measures to track from the business’s own records, not published performance claims.

## Integrations

- [Mambu](https://joinfinn.com/integrations/mambu): Mambu provides core banking records for customers, loan and deposit accounts, transactions, and the general ledger.
- [nCino](https://joinfinn.com/integrations/ncino): nCino connects lending and customer records with the review and coordination work performed by financial institutions.
- [Temenos](https://joinfinn.com/integrations/temenos): Temenos Core Banking manages customer accounts, balances, transactions, lending arrangements, and related banking records.

## Explore the platform

- [AI OS](https://joinfinn.com/ai-os): The platform that brings it all together.
- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

[Discuss your workflow](https://joinfinn.com/contact) · [How it works](https://joinfinn.com/demo/app/#/w/borough/overview) · [Get started](https://joinfinn.com/app/#/signup)