Our solutions for the Banking & Finance Industry

Buzz the sales bee !


From lead to contract!

At BeeDigital, we understand the importance of streamlined processes in the finance and banking industry. That’s why we offer top-notch CRM solutions to help businesses manage their sales cycle efficiently, from lead to contract. Our solution streamlines the sales process, making it easier for businesses to keep track of their leads and customers, manage interactions, and close deals faster. With features like lead capture, opportunity management, and contract management, our CRM solution is the perfect tool to boost your sales and help your business grow.

By automating repetitive tasks and providing a single source of truth, our solution frees up valuable time and resources, allowing businesses to focus on what really matters: their customers. Whether you’re a small start-up or a large enterprise, our bees are here to help you achieve your sales goals and reach new heights of success. With CRM, the sales process is made smoother and more effective, leading to increased sales and customer satisfaction.

Banking Accelerator


The Banking Accelerator, a pre-built industry solution for finance and banking companies, is a key component of the Microsoft Dynamics 365 platform. This solution was specifically designed to deliver maximum value to finance and banking companies, by streamlining implementation and offering pre-configured business processes and data models.

In practice, the Banking Accelerator can help finance and banking companies in several ways. For example, its pre-configured lead management process enables companies to quickly capture and prioritize leads, increasing the chances of converting them into customers. With its integrated financial services data model, companies can gain a complete view of each customer’s financial situation, making it easier to offer personalized products and services. The automated contract management process streamlines contract generation and signature, reducing manual effort and increasing accuracy.

ERP Integration


As a leader in delivering cutting-edge solutions, we bring to finance and banking companies the ERP integration solution through various technologies. With this integration, companies can automate and streamline their financial, supply chain, and other critical business processes, while gaining real-time visibility into their data. By leveraging the power of automation, finance and banking companies can achieve greater efficiency, improve decision-making, and drive growth.

For example, with real-time access to financial data, companies can make informed decisions about their business operations. The integration of supply chain processes enables companies to manage their procurement and inventory more effectively, improving their overall supply chain efficiency. And with automated financial processes, companies can reduce manual effort, increase accuracy, and improve their financial close process.


Business Apps

Credit and Banking Products


We bring a touch of uniqueness to the finance and banking world by creating custom Business Applications tailored to their specific needs.

Our Credit and Banking products are tailored to provide finance and banking companies with a solution that streamlines the management of their credit and banking operations. It includes features such as loan origination, loan management, collateral management, and reporting. The products are designed to be user-friendly, providing finance and banking companies with a solution that is easy to use and manage.

In addition, our Credit and Banking Products are built on the latest technologies and are fully integrated with legacy platforms as Microsoft Dynamics 365, SAP, Salesforce and Fintech. This ensures that finance and banking companies have access to a robust and secure solution that provides real-time visibility into their data.

Validation for B2B and B2C


Validation is a crucial aspect of any business, and it’s especially important in the world of finance and banking. That’s why we offer unparalleled Validation solutions for both B2B and B2C companies.

Our validation solutions are designed to provide businesses with the confidence they need to make informed decisions. With real-time data validation, companies can ensure that their customer information is accurate and provided in real-time, reducing the risk of errors and fraud. Additionally, our solutions are highly customizable, allowing businesses to validate the specific data that’s important to them and tailor functionality to their needs.

Enhance Trust in Business Decisions with Real-Time Validation

When it comes to B2B validation, our solutions provide companies with the ability to verify their partners and suppliers, ensuring that their business relationships are based on accurate information. This helps companies make better decisions and build stronger, more reliable partnerships.

For B2C validation, our solutions allow companies to verify customer information, including identity and payment details. This helps companies reduce the risk of fraud and increase customer satisfaction by providing a smoother, more secure customer experience.

Whether you’re a B2B or B2C company, our solutions are designed to help you succeed in today’s rapidly changing market.

Security – On-Premises – Hybrid Setup


Embrace the Power of a Hybrid Solution

In today’s fast-paced business environment, it’s essential for companies to have access to powerful, secure, and reliable applications. To meet this need, many organizations are turning to a combination of On-Premises and cloud-based solutions – known as a hybrid setup.

With a hybrid setup, businesses can take advantage of the best of both worlds. On-Premises solutions provide local control and customization, while cloud-based apps offer scalability and accessibility from anywhere, anytime.

However, as more business applications move to the cloud, security becomes a growing concern. That’s why a hybrid setup is an attractive option for organizations that want to balance the benefits of cloud computing with the security of local, on-premise solutions.

Choose Confidence in a Changing Business Landscape

Our business apps provide a secure and scalable platform for companies to run their operations, whether they are in the office or on the go. By leveraging a hybrid setup, businesses can enjoy the benefits of cloud computing while ensuring their sensitive data remains protected.

We understand the importance of security and have implemented robust security measures to ensure the safety of our customers’ data. With our business apps and a hybrid setup, companies can operate with confidence knowing their data is secure.

Contact us to learn more about our business apps and how a hybrid setup can help your organization stay ahead in a fast-paced and ever-changing business environment.



We are constantly exploring new ways to streamline processes and improve efficiency in the finance and banking industry. By utilizing the power of automation, we are able to reduce manual labor and minimize the possibility of errors.

The power of optical character recognition (OCR) for efficient data extraction


Our solutions incorporate the use of optical character recognition (OCR) technology for efficient extraction of data from invoices, as well as algorithms and pattern recognition techniques for matching extracted data to purchase orders.

Our BeeBots harness the power of automation to streamline the information approval process by automating routing and reducing manual labor, thus minimizing the risk of errors. These advanced technologies allow our bots to not only save time but also ensure accurate invoice processing, providing our clients with a cost-effective solution to their needs.

Innovative automation for bank statement reconciliation


We have successfully implemented automation in bank statement reconciliation. Our innovative automation platform can automatically download bank statements and compare them to the recorded transactions in the company’s accounting system. Any discrepancies are flagged for review, saving valuable time and reducing the possibility of errors.

Enhancing loan origination with advanced technology


We have further advanced our automation efforts by integrating into the loan origination process for financial institutions. Our comprehensive solution facilitates the collection and verification of borrower data, performs the calculation of loan terms, and generates relevant loan documentation, thus enhancing the loan approval process by delivering improved speed and efficiency for the bank and a superior borrower experience.

Accurate data collection and verification


Utilizing advanced data collection and verification methods, our bots automate the process of gathering and verifying borrower information, ensuring accuracy, and reducing the possibility of errors.

Real-time loan term calculation with innovative algorithms


Additionally, innovative algorithms are used to calculate loan terms in real-time, providing financial institutions with the ability to make informed decisions quickly. Finally, our platform generates all necessary loan documentation, further streamlining the loan approval process. Overall, our solutions combine the latest advancements in automation and technology to deliver a superior experience for both financial institutions and borrowers.

By leveraging automation, we are able to enhance the finance and banking industry and provide our clients with cutting-edge solutions. Our goal is to continue pushing the boundaries of what is possible and to provide innovative and effective solutions that drive results.

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