at Financial Technnology Year
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ProcessMaker for Financial Services from ProcessMaker
Workflow automation, electronic forms, document management, client onboarding automation, approval processes, compliance management, and integration with banking systems.
Product analysis by function
Workflow Management Systems for Client Service and Operations
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
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User Management & Access Control
(9 Yes /9 Known /10 Possible features)
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Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
ProcessMaker supports role-based access control, as documented in its security and user management features. | |
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Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
Public documentation and industry reviews indicate the product includes Single Sign-On (SSO) integration with common platforms. | |
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Multi-factor Authentication Requires multiple methods of identity verification for system access. |
Multi-factor authentication is included as part of compliance/security options for enterprise clients. | |
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User Activity Logging Tracks and records user actions and changes within the system. |
Audit logs and user activity logging are part of the core platform for compliance. | |
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Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
Bulk user management is supported for enterprise user onboarding and maintenance. | |
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Permission Granularity Degree of specificity for setting permissions at object or field-level. |
No information available | |
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External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
External client portal is referenced in product collateral for onboarding and document sharing. | |
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Delegation & Proxy Access Supports temporary or delegated access by designated users. |
Delegated and proxy access is supported for workflow substitution during absences. | |
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Audit Trails Records all changes and access for compliance and review. |
Audit trails are described for all workflow, client, and approval actions. | |
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Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
Automated provisioning and de-provisioning of users is present through integrations. |
Workflow Automation & Customization
(10 Yes /10 Known /11 Possible features)
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Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
Dynamic workflow builder is the core interface (drag-and-drop workflow design). | |
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Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
Task and approval routing with custom rules is featured in product documentation. | |
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Conditional Logic Support Workflows adapt based on conditions or data fields. |
Conditional logic is core to workflow creation. | |
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Task Assignment Automation Tasks are assigned automatically according to rules. |
Automatic task assignment is configurable within workflows. | |
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Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
Reminders and escalation triggers are available for overdue items in workflows. | |
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Configurable Templates Predefined templates for common processes, customizable by users. |
Configurable and reusable workflow templates are part of core features. | |
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Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
Parallel and sequential workflows supported as described in documentation. | |
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Workflow Versioning Allows management of multiple versions of a workflow. |
Product documentation indicates versioning for workflows. | |
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Integration with External Triggers Can start workflows triggered by external events via APIs. |
Integration with external triggers via API/webhooks supported. | |
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Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
Workflows can be paused and resumed by users. | |
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Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
No information available |
Client Communication & Collaboration
(7 Yes /7 Known /10 Possible features)
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Integrated Messaging Communicate with clients and team members within the platform. |
Integrated messaging is referenced for team communication and assignments. | |
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Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
Secure document sharing is a central product value proposition. | |
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E-signature Integration Collect legally binding signatures through the system. |
E-signature integrations are available (DocuSign and others). | |
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Automated Client Notifications Automate status updates and alerts to clients during workflows. |
Automated client notifications are core to onboarding and status processes. | |
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Activity Timeline/History Centralized tracking of all client communications and interactions. |
No information available | |
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Document Collaboration Allow clients and team to comment or edit shared files. |
No information available | |
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Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
Integrations with conferencing solutions can be implemented but are not part of default features (supports via APIs). | |
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Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
No information available | |
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Client Response Tracking Track client acknowledgement or responses to notifications. |
Client acknowledgment or response tracking included for key workflow steps. | |
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Portal Custom Branding Customize client portal appearance for corporate branding. |
Portal can be branded for client organizations. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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Open API Supports robust APIs for data ingress and egress. |
Open API is featured for integration and process customization. | |
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CRM Integration Natively connects or easily integrates with common CRM platforms. |
Connectors for common CRM platforms are available. | |
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Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
Integration with core banking and portfolio management systems indicated in financial services solution. | |
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Document Management Integration Connect to third-party document management systems (DMS). |
Supports integration with third-party document management systems. | |
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Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
Calendar and email integrations (iCal, Outlook, Gmail) supported in workflows. | |
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Batch Import/Export Bulk import/export of data to diverse formats. |
Batch import/export of data is supported for enterprise integrations. | |
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Webhooks Support Provides webhook endpoints for real-time updates. |
Webhooks are available for real-time event notifications. | |
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Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
No information available | |
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Custom Integration Tools Toolkits or modules for building unique integrations. |
Custom integration toolkits and API developer tools are supported. | |
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Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
No information available |
Compliance, Audit, & Security
(7 Yes /7 Known /10 Possible features)
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Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
Regulatory compliance frameworks (GDPR, SEC, etc.) referenced in compliance documentation. | |
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Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
Data encryption at rest and in transit is included for all plans. | |
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Comprehensive Audit Logs Full audit logs of user and system activities. |
Comprehensive audit logs are part of compliance and operational reporting features. | |
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Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
Automated compliance checks are part of workflow automation, specifically for regulated financial environments. | |
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Data Retention Policy Engine Configurable rules for data retention and deletion. |
Data retention policies are configurable to comply with financial data regulations. | |
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Privacy and Consent Management Capture and manage regulatory consents from clients. |
Privacy and consent management modules are offered for client onboarding and regulatory compliance. | |
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Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
Support for session timeouts and lockouts as part of security configuration. | |
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Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
No information available | |
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Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
No information available | |
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Penetration Test Frequency Number of external penetration security tests per year. |
No information available |
Task & Case Management
(9 Yes /9 Known /10 Possible features)
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Case Tracking Full lifecycle management for client requests and service cases. |
Case management and case life-cycle tracking is a core feature. | |
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Priority Levels Supports configurable priority status per task or case. |
Task/case priority is configurable in workflows. | |
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Automated Case Assignment Automatically route tasks/cases to the right personnel. |
Automated task/case assignment described in workflow features. | |
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SLA Management Ensures service level agreements can be set, tracked, and reported. |
SLAs for case and task management can be set and monitored. | |
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Progress Tracking Track status and completion % for all cases/tasks. |
Progress and status tracking is available per workflow/case. | |
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Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
Bulk updates and task management features detailed in admin guides. | |
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Customizable Case Fields Allow firms to define fields specific to their processes. |
Custom fields and forms can be defined per workflow or business requirement. | |
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Case Queues Support for creating service, specialist, and escalation queues. |
Case queues and specialized queues are available in configurator. | |
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Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
Supports creating sub-tasks and linking cases to parent project/tasks. | |
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Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
No information available |
Analytics & Reporting
(9 Yes /9 Known /10 Possible features)
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Real-Time Dashboards Customizable dashboards showing live metrics. |
Real-time dashboards and live metrics available for workflow and case management. | |
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Report Scheduler Automated, periodic report generation & delivery. |
Automated report scheduling is supported in enterprise edition. | |
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Custom Report Builder Users can design and save custom reports. |
Custom report builder included for advanced reporting requirements. | |
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Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
Reports can be exported in multiple formats (PDF, Excel, CSV). | |
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Data Visualization Library Charts, graphs, and widgets for exploring data. |
Charts and data visualization widgets included in dashboard. | |
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Drill-down Capability Analyze metrics at increasing levels of detail. |
Drill-down reporting and analytics available. | |
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Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
System supports productivity and throughput tracking. | |
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Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
Compliance reporting templates available, especially for financial industry standards. | |
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Data Retention for Analytics Duration of historical analytics data available. |
No information available | |
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API Access to Analytics Data Allows access to workflow analytics data via APIs. |
API access to analytics and reporting data documented for integrations. |
Usability & User Experience
(8 Yes /8 Known /10 Possible features)
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Modern User Interface Responsive, clean, and easy-to-use web interface. |
Modern, responsive user interface is repeatedly highlighted. | |
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Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
Mobile access for workflow management on-the-go is available. | |
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Personalized Dashboards Users can tailor dashboards to their preferences. |
Dashboard personalization is supported. | |
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Bulk Editing Tools Make changes to multiple items simultaneously. |
Bulk editing tools available for admins and advanced users. | |
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Onboarding & Guided Tours Step-by-step guides for training new users. |
Onboarding and guided tour features available for new user training. | |
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Global Search Functionality Quick search across workflows, clients, cases, and documents. |
Global search functionality across documents, clients, and cases. | |
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Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
No information available | |
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Contextual Help & Tooltips Inline documentation and help for features. |
Contextual help and tooltips inline in the user interface. | |
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Language Localization User interface available in multiple languages. |
Product supports multiple languages as noted in documentation. | |
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User Interface Response Time Speed with which the user interface responds to actions. |
No information available |
Configuration & Maintainability
(8 Yes /8 Known /10 Possible features)
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No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
No-code/low-code workflow design is a primary selling point. | |
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Configuration Version Control Track changes to workflow configurations and rollback if needed. |
Configuration version control is present for workflow/process tracking. | |
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Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
Sandbox and test environments available for business testing. | |
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Automated Updates Receive and apply version updates automatically. |
Automated updates available for cloud and enterprise customers. | |
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Custom Fields and Forms Add and configure user-defined fields and forms. |
Custom fields and forms can be configured per workflow. | |
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Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
Scripted business logic can be defined using JavaScript and workflow rules. | |
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Integration Test Tools Built-in tools for testing integrations before production rollout. |
Integration test tools provided in developer and test environments. | |
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Configuration Documentation Automatically generate or update system configuration documentation. |
No information available | |
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Automated Backup Scheduling Configure regular backups of system and configuration data. |
Automated backup scheduling available for cloud and enterprise deployments. | |
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Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
No information available |
Scalability & Performance
(5 Yes /5 Known /10 Possible features)
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Cloud-Native Architecture Supports elastic scaling and high availability. |
Cloud-native architecture is emphasized in product literature. | |
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Load Balancing Distributes user and task load for consistent performance. |
Load balancing and scalable clusters described for enterprise/cloud deployments. | |
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Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
Built-in performance monitoring tools available to administrators. | |
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Data Storage Capacity Maximum volume of data the system can store and manage. |
No information available | |
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Concurrent User Support Number of simultaneous users the system can support without degradation. |
No information available | |
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Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
No information available | |
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Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
No information available | |
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Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
Supports multi-region and geographical redundancy for resilience. | |
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Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
Automatic scaling capabilities available in cloud version. | |
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Transaction Throughput Maximum number of transactions processed per second. |
No information available |
Support & Ecosystem
(9 Yes /9 Known /10 Possible features)
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24/7 Support Availability Round-the-clock helpdesk or technical support. |
Enterprise support plans offer 24/7 helpdesk. | |
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In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
In-app knowledge base included for user support. | |
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Community Forums Access to peer support and product community spaces. |
Community forums and online support community available. | |
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Onboarding Training Services Formal training and onboarding support for new clients. |
Onboarding training services offered to enterprise clients. | |
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Professional Services Network Availability of consulting, integration, and customization partners. |
Professional services network available for consulting and integrations. | |
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Developer Documentation Comprehensive technical documentation for extensibility. |
Developer technical documentation available online and via support. | |
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Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
Marketplace of certified connectors, integrations, and add-ons documented. | |
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User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
User feedback and feature request mechanism is available in platform and online community. | |
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Release Notes & Communication Regular communication on updates, bug fixes, and features. |
Product releases notes and feature updates are published regularly. | |
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On-site Support Time Availability of on-site support, measured in hours per year. |
No information available |
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