Business Process Automation for Financial Services

We design, build, and manage outcome-driven automation programs that digitize a wide spectrum of financial services.

Financial services firms are ripe for digital transformation but face real challenges on the way. 

Latest Insights


World Credit Union Conference

july 23-26, 2023 vancouver, bc The future of tech is here.        Take it for a test drive. The World Credit Union Conference provides the opportunity to learn and connect with credit union

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Modernized banking functions

Use case: Modernized banking functions Goal A leading global bank needed to modernize its legacy system for managing various banking functions like customer onboarding, KYC, and account maintenance to improve customer service. Challenges Multiple bank

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Investment fund management

Use case: Investment fund management Goal A non-profit mutual benefit administrator offering health and financial benefits and other welfare plans to participating employers, including thousands of religious missionaries, was looking to modernize its management of

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Areas of Focus

Digital transformation requires a deep understanding of industry complexities and the platforms best suited to address them.

Credit Unions

Credit unions face increasing competition from traditional banks, as well as new fintech companies. To remain competitive, credit unions must offer unique products and services, provide exceptional customer service, and use technology to enhance member experience.

Retail Banking

Regional banks are competing with larger, national banks with bigger budgets and greater access to capital and technology, while facing increased regulatory scrutiny and compliance costs.  This means banks need to achieve scale and do more with less.

Commercial Banking

Commercial banks deal with complex processes, strict regulations, and large amounts of data. Digitally transformation requires a deep understanding of these complexities and the platforms best suited to address them.

Wealth & Asset Management

Wealth management is highly personalized and clients expect a high level of personalization. Digital transformation requires digital platforms that handle large amounts of data, adapt to a dynamic regulatory environment, and be easily adopted by customers.


As consumers increasingly use digital channels to purchase and manage insurance policies, insurance companies must embrace digital transformation to remain competitive. This means implementing digital platforms that provide a customer seamless experience.

Our Services

As a 15-year Appian partner and 10-year MuleSoft partner, we’ve built our reputation on designing, building, and managing high-performance programs that bring out the best of automation and integration platform technologies. Combining them unleashes innovation opportunities and ensures automated processes work seamlessly to create a more efficient workflow overall.


We streamline and automate business processes, tasks, and workflows across a unified workforce.


We integrate different systems and applications to allow them to communicate, share data, and operate seamlessly as a unified whole.

“Working with Bits In Glass to automate our case management practices has greatly improved company-wide efficiencies.”

– Sharon Dvir, Risk Automation & Technology Group Leader, Payoneer

Top Financial Services Tech Trends

The future of financial services is already here. Are you ready to meet increasing expectations?

Download our whitepaper, Top Technology Trends in Financial Services & Insurance, to understand where you should focus to meet customer demand and outpace the competition.

Our Approach

We design, build, and manage automation programs that help financial institutions realize the promise of digital transformation.



We analyze risks, evaluate alternative approaches, and make strategic choices to develop applications that lead to sustainable value creation.


We combine strategy, process, and action into an agile program that enables scale, reduces complexity, and continuously optimizes the process ecosystem.


We maintain and enhance specialized applications.


Modernized Banking Improves Customer Experience

Learn what it takes to gain more control over both core banking and online banking platforms, standardize services so customers can experience the same level of service in-branch and online, and add more flexibility to its banking operations.

Our Technology Partners

We work with these industry-leading platforms and determine the best combination of complementary technologies to deliver the results our clients demand.

Talk to a BIG financial service expert

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