Where files get stuck
Lenders, brokers and financial services firms handle heavy document volumes under strict rules. We automate document intake, data entry and checks, with a full log of every step.
Two or more sound familiar? That is usually where the quickest wins are. Find my quick wins →
Where automation fits in financial services
Four areas where lenders, brokers and insurers lose the most time. Each use case shows how we build it: with AI, with RPA bots, or by connecting your systems.
Document collection
Clients upload ID and documents once. Missing items are chased automatically until the file is complete.
ID and address checks
Details are pulled from IDs and proof-of-address documents and checked against the application.
Account opening
Approved applications are set up in your core systems without re-keying.
Onboarding status updates
Clients get updates as their file moves forward, and questions are routed to staff.
Mortgage file intake
Applications and supporting documents are read, organised and entered into your origination system.
Income document extraction
Pay stubs, T4s and notices of assessment are read, and the figures are checked for consistency.
Lender portal submission
Completed files are submitted to lender portals by a bot.
Conditions tracking
Outstanding conditions are tracked, and clients are reminded until each one is met.
Payment exceptions
Failed or unmatched payments are collected into one worklist with the details staff need.
Reconciliations
Accounts are reconciled every day, and breaks are listed for review.
Regulatory report data
Data for regular reports is gathered from each system into one checked file.
Portal data entry
Data that has to be keyed into third-party portals is entered by a bot, with a log of every entry.
Email triage
Incoming client emails are read, sorted by request type and sent to the right team.
Policy and product questions
An assistant answers staff questions from your own policies and product guides.
Renewal reminders
Clients are reminded before renewals and maturities, and replies are logged.
Call and meeting notes
Notes are summarised and saved to the client record.
How each workflow runs
Three financial services workflows, from what arrives to what your team sees.
Application Intake
- Files ready for review.
Portal Data Entry
- No retyping between systems.
Client Request Triage
- Faster replies. Cleaner queues.
Already running for Ontario businesses
Real automations we have built for Ontario businesses. Ask us for a walkthrough of the one closest to your work.
Golden Freight
A UiPath bot books ocean container shipments on the Maersk portal every 30 minutes during office hours, and writes the booking numbers back automatically.
Hamilton Pharmacy
Kroll batch processing is automated across three workstations, including copay and insurance-order handling, with ongoing monitoring and support.
Hitech Group International
An AI vision project that checks packaging print, labels and barcodes against approved artwork, with human review. We scoped it and built the NRC IRAP funding case.
AI, RPA or an integration?
We choose the tool that fits the job, then build it on Microsoft Power Automate, UiPath or n8n. Hover or tap a card to see what each one does in financial services.
AI
In financial services
RPA
In financial services
Integrations
In financial services
Speak directly with the founder
Every project is led by Darpan Begdai, who spent 20 years consulting for Fortune 500 companies such as Walmart Financial, Tim Hortons and Canadian Tire. You get that experience on your project, without the big-firm price or the layers of account managers.
Darpan Begdai, Founder & CEO, Apex Bit Solutions
Your free assessment includes
- Your best automation opportunities, ranked by time saved
- Which tool fits each one: AI, RPA or an integration
- A rough estimate of the hours your team gets back
- Whether a grant could cover part of the cost
No cost and no obligation. If automation isn’t worth it for you, we will tell you.
Financial services questions, answered
Have a question that isn’t here? Email info@apexbit.net and we will reply within one business day.
How do you handle client data?
We design each automation around your privacy and compliance obligations. Access is limited by role, every action is logged, and any cloud service is agreed with you first.
Is there an audit trail?
Yes. Every automated step is recorded, so you can show what was done, when and by which bot.
Do we need APIs for our portals?
No. Where there is an API we use it. Where there isn't, RPA bots work through the same screens your team uses.
Does a person still make the decisions?
Yes. Automation prepares and checks the file. Credit and approval decisions stay with your team.
Can a grant help pay for it?
Often, yes. Ontario and federal programs can cover part of the planning or project cost, depending on your business. Our grants page lists what is open and how we help you apply.