Banking & Finance

Modernizing Banking Through Intelligent Platforms and Connected Experiences

Empowering financial institutions with smarter workflows, seamless engagement, and AI‑enabled insights.
Banking & Finance

Driving Efficiency, Trust, and Growth for Banking and Financial Services

Customer Engagement & Experience

Create solutions that elevate customer interactions and create seamless, personalized financial journeys.

Collaboration & Operational Excellence

Deliver solutions that streamline operations, reduce risk, and improve productivity across financial workflows.

Digital Platform, Data & AI Enablement

Create solutions that strengthen the digital foundation and unlock intelligence across the financial ecosystem.

01 - Digital Onboarding & Account Opening

Frictionless onboarding with automated identity checks, document capture, and guided workflows.

02 - Loan Processing & Underwriting Automation

Automating document intake, verification, risk checks, and underwriting workflows to reduce cycle times.

03 - KYC/AML Compliance & Risk Operations

Intelligent automation for identity verification, sanctions screening, transaction monitoring, and case management.

04 - Back‑Office Operations & Workflow Optimization

Streamlining reconciliations, account maintenance, dispute resolution, and servicing processes.

05 - Data Integration & Core Banking Connectivity

Connecting core systems, CRM, LOS, fraud systems, and third‑party platforms for unified insights.

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Citizens Bank reduced customer onboarding time by 83% and reduced errors by 80%

Our client, Citizens Bank, is one of the nation’s oldest and largest financial institutions, with $222 billion in assets, engaged Lateetud to digitally transform their commercial customer onboarding process. Read the case study to find out how we made an impact

Download Now
Automating KYC and AML Processes at a Large Community Bank

Learn how a large community bank automated 78% of their KYC and AML processes to save 9.28 FTE and much more…

Download Now

Explore More

Citizens Bank reduced customer onboarding time by 83% and reduced errors by 80%

Our client, Citizens Bank, is one of the nation’s oldest and largest financial institutions, with $222 billion in assets, engaged Lateetud to digitally transform their commercial customer onboarding process. Read the case study to find out how we made an impact

Download Now
Automating KYC and AML Processes at a Large Community Bank

Learn how a large community bank automated 78% of their KYC and AML processes to save 9.28 FTE and much more…

Download Now