Guided Process Automation for Financial Services
Build Tango process assistants that work alongside your team to keep every step accurate, every record complete, and every process compliant, while also speeding up the repetitive work that takes time away from clients.
Why Financial Services Teams Rely on Tango
Error prevention
Guide processes and catch mistakes before they create risk.
Compliance confidence
Stay audit-ready across KYC, AML, and reporting systems.
Reliable records
Ensure process compliance client and account data matches across CRM, ERP, and servicing tools.
Less busywork
Reduce repetitive clicks and updates so teams can focus on higher-value tasks.
Financial Services Use Cases
Client Onboarding
Ensure complete, correct KYC entries across onboarding platforms.
Regulatory Documentation
Log disclosures and compliance actions consistently in required systems.
Account Updates
Keep details aligned between CRM, ERP, billing, and client portals.
Loan & Deal Processing
Move term sheet or servicing data without missing fields.
Risk & Audit Prep
Build trust with accurate, validated reporting.
Works Across Your Financial Services Stack
Tango sits on top of the tools your teams already use—no integrations required.
Results & Benefits
50%
more team capacity
70%
fewer errors & compliance gaps
40%
better decision accuracy
Tango Process Automation:
keeps your operations accurate
reduces costly mistakes
helps your teams move faster by taking the busywork off their plate
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