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Banking Harness

Automate banking operations without touching your core systems.

Banks run on dozens of bespoke, legacy, and homegrown systems that have no APIs and no connectors. Upware connects AI agents to all of them, codifies your compliance workflows, and makes operations autonomous in days.

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The challenge
Banking processes are complex, regulated, and cross-system.

Every core operation spans multiple systems. Compliance cannot be soft. And most of your systems were never built with automation in mind.

Compliance blocks execution
AI agents cannot write to core banking or compliance systems without deterministic guarantees. Legal and compliance teams won't approve a black box.
Screen-switching overload
Contact center staff toggle between dozens of screens to resolve a single customer request. Handle time keeps climbing and errors multiply.
Onboarding takes weeks
Customer onboarding from application through KYC to account provisioning spans 8 systems and takes 3 weeks. Customers feel every day of the wait.
Fragmented advisor view
Relationship managers lack a unified view across CRM, core banking, and compliance platforms. Every client meeting starts with 15 minutes of context gathering.
No API surface
Core banking systems like nCino, Temenos, and FIS have limited or no API surface. Traditional automation and agent builders simply cannot reach them.
IT is stretched thin
The engineering resources needed to build and maintain custom AI integrations don't exist at most community banks and regional institutions.
The Banking Harness
Automate the processes that run your bank.

Upware codifies your banking workflows as predictable AI automations that connect to every system you run, with full compliance and audit trails built in.

Onboarding
Customer onboarding: 3 weeks to 3 days
Automated from application through KYC to account provisioning. Every step validated, every system updated, full audit trail generated automatically.
nCinoCore bankingKYC systemCRM
Contact center
Payments, disputes, and address changes in seconds
Contact center agents get a single AI-powered interface that executes across all backend systems. Average handle time drops from minutes to seconds.
Payment systemsCRMCore bankingServiceNow
Relationship management
Unified advisor view across every system
Relationship managers get a single natural-language interface across CRM, core banking, and compliance platforms. Client prep goes from 15 minutes to zero.
SalesforceCore bankingComplianceFIS
Back office
HR, vendor management, and procurement automated end to end
Back-office processes that span HR systems, procurement platforms, and document management are fully automated with the same compliance guarantees.
WorkdayCoupaServiceNowDocuSign
Why the Banking Harness
The numbers that matter to your CFO.

Compliance-grade automation that reduces your expense ratio without a years-long IT project.

3 weeks
to 3 days for customer onboarding
80%
lower token costs vs. open-ended agents
Zero
engineering resources required to deploy
How it works
Show the process once. Upware makes it autonomous in days.
01 — Learn
Capture your banking workflows
Show the process once via demo, SOP, or instruction. Upware learns your systems, your compliance requirements, and your business logic without any API setup.
02 — Harness
Codify compliance and controls
Every step is wrapped with policy validation, enforcement hooks, verification gates, and immutable audit logs. Built automatically, not engineered per-process.
03 — Deploy
Go live in days
Each banking process becomes a predictable AI action that runs on your existing systems, within your AI framework of choice, with zero changes to your stack.
From the field
"
As user interfaces shift increasingly toward chat-based experiences, this requires a huge investment to uplift all those internal systems and provide an MCP architecture to enable those conversations. In my view, Upware is the thing in the middle, the connective tissue between Agents and the systems in the back. This is a game changer.
CIO
Chief Information Officer
Top 20 US Bank

Harness AI for your banking operations.

See how Upware automates compliance-heavy banking processes in days, not months.

Request a demo
Run it on your stack

Systems behind Banking & Financial Services

The same governed harness, on the systems specific to your industry.

Salesforce
The system of record for customer accounts, cases, and revenue pipeline.
Microsoft Dynamics 365
Microsoft's CRM and ERP suite for sales, service, and finance.
SAP
The ERP backbone for finance, supply chain, and operations.
NetSuite
The ERP system of record for finance, orders, and the general ledger.
Workday
The system of record for HR, payroll, and finance.
Coupa
The spend management platform for procurement, invoicing, and expenses.
ServiceNow
The workflow platform for IT, employee, and customer service.
Stripe
The system that moves money — charges, refunds, credits, and subscriptions.
Snowflake
The cloud data platform for analytics and the enterprise warehouse.
Databricks
The lakehouse platform for data engineering, analytics, and ML.
Microsoft 365
The productivity suite — Outlook, Teams, SharePoint, and Excel.
Fiserv
Core banking and payments processing for financial institutions.
FIS
Core banking and payments processing used by thousands of financial institutions.
Jack Henry
Core and digital banking for community and regional banks.
Adyen
The global payments platform processing charges, payouts, and refunds for enterprises.
BILL (Bill.com)
The accounts-payable and receivable automation platform for finance teams.
Internal CRM
The in-house customer system your company built itself — no vendor, no API, and no plans to replace it.
Legacy ERP
The aging on-prem ERP that still runs finance and operations long after its vendor moved on.
AS/400 & Mainframe
The green-screen systems still quietly processing core transactions in banks, insurers, and manufacturers.

Browse all systems, agents, and connections.