Banking & Financial Solutions

Drive business process automation in your financial institution and increase organizational efficiency and security. Enable faster decisions, more accurate data, less repetitive tasks, and high-quality customer experiences.





Crow Canyon Business Applications

Replace Outdated Paper Forms

Replace the delays, errors and expenses of paper with the speed, accuracy and economy of automated workflows. Reduce mundane tasks for your bankers and finance staff while increasing accuracy.


Crow Canyon Business Applications

Automate Manual Routing Processes

Quickly and easily replace outdated systems for business processes such as compliance operations, and data migration due to acquisitions, data reconciliation, and bad-debt write-offs. Increase communication between bank branches with digital processes.


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Streamline Ongoing Requests

Increase finance staff productivity and customer satisfaction by streamlining the wide range of ongoing requests – including loan applications, bank account creation and updates, inquiries and disputes.


Saving You Time and Money

Leverage technology in your financial institutions to automate manual business processes. Combat increased competition, escalating costs, changing government regulations and simmering customer dissatisfaction by leveraging modern technology. Increase staff productivity, provide better customer service, and reduce operating costs and risk.

Healthcare Solutions

Business Automation Solutions to Move Banking Processes Forward!


Streamline Your Customer Service
Provide superior customer service for your individual and business customers by efficiently handling support inquiries, from initial request to resolution.

  • Automate case-tracking and e-mail notification to ensure that everyone stays in the loop and customers receive top-quality service
  • Raise staff productivity, effectiveness and accountability via tracking
  • Easily facilitate collaboration with partners, bank branches and customers using workflow automation

Utilize the Office 365 & SharePoint platform to get more return on your existing technology investment and quickly and efficiently turn your support organization into a digital workplace.

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IT Help Desk Dashboard

Modernize Your IT Help Desk
Keep your bankers and finance staff focused on their jobs by resolving their hardware and software issues quickly with minimum downtime. With the right tools and features, IT support teams become more efficient while improving service quality to employees and customers.Utilize the Office 365 & SharePoint platform for detailed tracking of IT related requests and efficient queue management. Resolve tickets quickly, reduce downtime, and increase end-user satisfaction. Lower your operational costs while keeping your staff productive and focused on their work.Features include:

  • Easily customizable forms and workflows for your specific business process automation needs
  • Integrates with Microsoft Teams Chatbots for time saving automated responses
  • Intuitive Portal interface for employee self-service and reduce IT staff interaction
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Streamline Facilities Maintenance
Keep your bankers and financial staff productive by quickly resolving facilities maintenance issues. Minimize facility and equipment downtime by utilizing an organized central system for tracking and resolving maintenance requests.Keep your employees safe with up-to-date compliant facilities and equipment. Ensure timely routine maintenance and repairs with a centralized and well managed work order and facilities maintenance system.With Crow Canyon’s Work Orders Management system, you protect your financial institution’s bottom line with longer-lasting facilities and equipment. You save more money. You keep employees safe.
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Prevent Hidden Costs of Contract Mismanagement
Save time and money in your financial institution by keeping your IT, Assets, and Equipment contracts / renewals organized. According to a Gartner Group study, 60% of all supplier contracts are automatically renewed without the knowledge of the buyer. Contract mismanagement cost organizations millions of dollars from areas including:

  • Auto renewal of unwanted contracts
  • Not renewing important contracts
  • Missing contract milestones

Overcome budget constraints and gain control of your costs by streamlining the processes that drive your financial institution.

  • Know your contract details through digitization and a centralized repository
  • Know what contracts you have
  • Know when renewals are due
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Onboarding application

Automate Your Onboarding & Offboarding
Onboarding can be challenging in a financial institution. Multiple departments need to coordinate training and setup for new hires within HR, IT, Facilities, and security regulations. Automate the onboarding of your organization’s incoming staff members to ensure all tasks are completed in a coordinated manner and adhere to your financial organization’s protocol.Track the completion of their security certifications to ensure optimal performance and safety for all your employees and customers.Get organized with your offboarding tasks! Ensure badges and all equipment are collected, and all permissions are retracted. Utilize a centralized application on your Office 365 / SharePoint platform to improve efficiency and allow your staff to focus on the important jobs at hand – customer service.
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Featured Case Study

Featured Case Study

Customer Service Software for an International Bank

An International bank leveraged Crow Canyon Software’s Customer Support application to increase the level of service to customers and employees while improving bank staff productivity. Bank departments must field many types of requests that include a variety of forms and routing processes. The Customer Support application provided a simple and efficient way to capture specific information, route it to the right staff, and provide timely follow-up.

Experience How Crow Canyon Can Benefit Your

Bank and Financial Institution!

Banking Resources

Customer Service Software for an International Bank

CASE STUDY:

Customer Service Software for an International Bank

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Chatbots and Natural Language Processing

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Chatbots and Natural Language Processing

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ChatBots Work Best When Personality Matches Purpose

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Chatbots Work Best When Personality Matches Purpose

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