Real-World Use Case
Learn how a prominent national bank, with over $20 billion in assets and a network of 300+ branches, streamlines its residential loan application process.
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Learn how a prominent national bank, with over $20 billion in assets and a network of 300+ branches, streamlines its residential loan application process.
See how a leading workers' compensation provider integrated a modernized solution, simplified workflows, and updated a phased-out billing process.
Financial institutions are improving customer service and saving costs thanks to digital transformation technologies like RPA, AI, and Machine Learning.
Digital Transformation technologies such as RPA, AI, and Machine Learning are changing the way Financial and Insurance institutions do business.
Genus is a highly collaborative systems integrator and solution provider with 25+ years of expertise in a variety of industries, including Finance and Banking.
Workshops allow our experts to collaborate with subject-matter experts and business stakeholders to get the most out of your software investment.
The Genus Financial Process Automation (FPA) Workshop is designed to help finance leaders uncover actionable opportunities for process optimization using the technology they already own. Our experts guide your team through a focused, collaborative assessment that identifies inefficiencies, gaps, and automation potential across key financial workflows – including AP, Procurement, and Invoice Processing.
By the end of the workshop, you’ll receive a tailored action plan with practical next steps aligned to your business goals, empowering your team to reduce manual effort, improve visibility, and mitigate risk.
Explore more on our FPA Workshop page or download the FPA Workshop Data Sheet to share with your team.

"The Genus commitment to security, compliance, and staying at the forefront of intelligent automation processes ensures that our banking and financial customers operate efficiently and securely. Genus is the trusted partner that top institutions rely on to navigate and thrive in the exciting world of fintech."
– David Fetters, COO, Genus Technologies
genustechnologies.com
Learn more about invoice automation in the cloud with Tungsten Automation AP Essentials.
Move your invoice processing to the cloud – Schedule a demo!
Discover how Genus Technologies transforms industries such as Banking/Finance, Insurance, Healthcare, AP, and more with intelligent automation.
Our strategic partnerships with industry leaders like Amazon Business, Tungsten Automation, ServiceNow, IBM, Nuxeo, and more enable us to deliver innovative, efficient, and secure content automation and management systems.
Watch our overview video to see how we empower businesses to streamline operations, enhance customer experiences, and stay ahead in a competitive market.
Genus workshops allow our team of intelligent automation experts to collaborate with your subject matter and business stakeholders to get the most out of your software investments.
IBM Cloud Pak for Business Automation is a comprehensive platform designed to help organizations solve the toughest operational challenges. Our IBM Cloud Pak for Business Automation Jumpstart Program provides momentum to your cloud and container journey.
Featured Guest: Jimar Garcia, Genus Technologies Director of Solutions & Innovation
Jimar leads a spirited discussion on the role AI plays in business innovation and disruption in all industries. Leveraging his expert knowledge, Jimar provides an in-depth review of AI's contributions from image generation to structuring engaging presentations within a professional setting.
This conversation pierces deep into the intersection of business and AI, exploring its powerful implications for content and predictive development. Learn more about how AI is improving business processes, particularly in making unstructured content handling more efficient.
For more information or to schedule a demo:
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