Process Automation and Infrastructure Orchestration
Leave manual errors, resource constraints, and legacy tech woes behind—embrace comprehensive, easy-to-use automation purpose-built for today’s banks and credit unions to connect disjointed teams and tech, streamline workflows, and cut out complexity.
Unmatched financial services expertise
Do more with automation solutions built specifically for financial institutions.
Credit Unions
From use cases to best practices to peer advice, check out our Credit Unions page to explore how comprehensive automation can transform your organization.
Banks
Automation can help you cultivate a better customer experience and increase your bottom line. Visit our Banking page to find out how.
Accelerate your digital transformation and business growth
Leverage comprehensive automation designed to support your organization’s current and long-term business strategy and mission-critical priorities as your IT environment grows increasingly complex.
Workload Automation and Orchestration
Eliminate manual tasks and manage workloads across business-critical operations with OpCon.
Robotic Process Automation
Close manual gaps, enable end-to-end automation, and increase the efficiency of your entire business with OpCon RPA.
Managed Automation Services
Empower your staff to focus on high-level priorities and let a team of experts handle your automation.
Learn how you can leverage end-to-end automation
With cross-platform and cross-application solutions, you can integrate and automate your business from a single point of control, leveraging features and functionality like:
Automating batch processes
Transferring, processing and monitoring files
Storing custom scripts and managing versioning
Scheduling event-driven jobs
Managing cross-platform processes
Pre-built integrations
Self-service capabilities
Automated system updates
The State of Automation in Financial Services
SMA Technologies’ 2024 State of Automation Report is here! Our research spotlights critical automation insights from over 500 U.S.-based executives in the banking, credit union, and insurance industries. Find out how your competitors are leveraging automation and calibrate your 2024 approach to automation with the latest data and insights
Trusted by 700+ Financial Institutions
Our approach to solving automation challenges for customers is built on a decades-long track record of success.
97% approval rating on Gartner Peer Insights
4.9 out of 5 stars in the IT Process Automation (ITPA) market
72 NPS Score
"Powerful solution, huge time saver"
— IT specialist in the financial services industry
Stop Spending Precious Time on Tedious Manual Tasks
We can show you how.
Chat with one of our automation experts to explore how comprehensive, personalized automation can put time back in your day, so you can focus on your most pressing strategic objectives. Just fill out this form and select the time that works best for your schedule.
We want to make the most of your time. Here’s what to expect:
- You’ll have a quick 30-minute chat with an automation expert.
- You can pick their brain with an informal Q+A.
- They’ll follow up with a custom product tour just for you.
We love connecting businesses with the power of automation and can’t wait to speak with you.