Banking
Your relationship manager spends 3 hours searching for data.
The client is waiting.
Automation for banks: from a consolidated client cockpit and P&L reporting to automatic extraction of screen announcements and promissory notes. End-to-end automated, fully compliant, in production.
The Reality in Banking
Regulation is tightening, margins are shrinking, and in between lie manual processes that nobody touches
Client data spread across 8 systems
The relationship manager needs ESG data, risk classification, credit limits, transaction history, compliance status. All in different systems. Preparing for a client meeting takes hours instead of minutes.
Reporting as a manual marathon
P&L reports, bond analyses, regulatory filings: data from multiple sources manually consolidated, prepared in spreadsheets, checked, corrected. Every month the same, every month error-prone.
Screen announcements: read, interpret, enter
Interest rate changes, terms adjustments, regulatory updates: Bloomberg, Reuters and exchange feeds deliver hundreds of announcements per day. Someone must read them, identify the relevant ones and transfer the data into the systems.
Promissory notes: PDF in, figures manually out
Promissory loans arrive as PDFs. Interest rates, maturities, terms, amortisation structures must be manually extracted and entered into the systems. With hundreds of documents per quarter, an enormous effort.
Trusted by over 120 companies
What We Automate in Banking
The processes that deliver the greatest lever in banks
Not just automating data entry, but consolidating data, analysing it and preparing it for decisions.
Client Cockpit: 360° view in seconds
All relevant client data on one screen: risk classification, ESG rating, credit limits, open positions, transaction history, compliance status, key contacts. Automatically consolidated from core banking system, CRM, risk management, ESG database and compliance tools. The relationship manager opens the cockpit and is prepared in 30 seconds instead of 3 hours.
P&L Reporting & Bond Analysis
Automatic aggregation of P&L data from multiple source systems, broken down by business line, product and period. Bond portfolios automatically analysed: maturities, coupons, ratings, maturity profiles. Reports in minutes rather than days.
Promissory Note Extraction
Promissory note loan documents as PDFs automatically extracted: interest rates, amortisation structures, maturities, terms, covenants. Data validated and transferred to core banking and treasury systems. No manual data entry, no transcription errors.
Screen Announcement Extraction
Interest rate changes, terms adjustments and regulatory announcements from Bloomberg, Reuters and exchanges automatically captured, classified and transferred into the systems. AI agent identifies relevant announcements, extracts rates, maturities and terms, and updates the databases.
KYC & AML Compliance
Automatic identity verification, sanctions list screening, PEP checks, document validation. AI agent reduces false positives and prepares genuine hits for decision-ready review.
Cross-industry use cases particularly relevant in insurance & finance
Compliance
Fully compliant from day one
Every automation is designed to withstand regulatory scrutiny. Complete audit trail, traceability, documented decision logic.
FCA / PRA
Basel III/IV
UK GDPR
AML / KYC
ESG
Why Lunatec for Banking
We automate decision preparation, not just data entry
Banking Expertise
We understand core banking systems, not just RPA
Treasury, lending, securities processing: we understand the processes, the systems and the regulatory requirements. No learning curve at your expense.
Regulatory Compliance
Compliance is standard, not a special project
Every automation is designed to withstand regulatory scrutiny. Complete audit trail, traceability, documented decision logic.
Agentic AI
AI agents that understand documents
Screen announcements, promissory notes, contracts: our AI agents read, understand and extract not just data but context. That is the difference between OCR and agentic automation.
Zero Risk
Legacy integration without risk
Core banking systems, treasury platforms, risk management systems: we integrate via APIs, RPA and middleware without changing your core systems. The risk stays at zero.
Technology for Banking
The right technology for your banking IT
Some systems we are integrating with
Proud Diamond-Partner of UiPath
Ready?
How many hours does your team spend on manual data consolidation?
Let us look in 30 minutes at which processes in your bank offer the greatest lever, and what a client cockpit or automated reporting could look like in practice.
No sales pitch. Just an honest assessment.
120+ Clients. 100% Satisfaction. 7 months to Profitability.
WHAT YOU GET IN THE DISCOVERY CALL
Identify your best use cases
Based on your industry and process landscape
Calculate concrete ROI
In Euros, FTE equivalents and time savings
Show examples from your industry
Real results of comparable companies
Define timeline and next steps
Concrete roadmap, no vague promises