Pre-built UiPath flows for banks, lenders, insurers and super.
Already in use by clients and ready to deploy now. Each segment gets end-to-end flows on UiPath Maestro, agents and Microsoft Azure: stages, agents, human approvals in Action Center, compliance checkpoints and an audit trail. Fictional organisations, synthetic data.
For banks.
Customer-owned banks and mutuals.
The pain
Members wait while staff move between core banking, cards, payments and spreadsheets. Scams, financial-crime alerts and CDR releases all need evidence, and small teams carry the load.
What we build
A member onboarded with identity and sanctions checks, service requests classified and fulfilled, scam cases and financial-crime alerts worked end to end. Agents prepare, people decide in Action Center, and every step lands in the audit trail.
The business outcome
Members served faster by smaller teams, with decisions reserved for people and evidence ready for AFCA, AUSTRAC and the CDR regime.
Proof
Consumer Data Right conformance for 21 customer-owned banks, built in UiPath.
For lenders.
Banks, non-bank lenders and asset finance.
The pain
Brokers and customers want same-day answers, but documents, bank statements and policy checks sit in different hands, and credit decisions must stay with people.
What we build
An application read and assessed, bank statements analysed, policy and delegated authority applied, a credit officer deciding in Action Center, then settlement. After settlement, arrears follow-up with hardship requests handled by a person.
The business outcome
Faster decisions without losing control: policy applied the same way every time, a person on every reserved decision, and the reasons on record for APRA and ASIC RG 209.
Proof
Innovo's portable lending models, built in UiPath for lenders on Microsoft. Innovo's UiPath work includes Challenger Financial Services.
For insurers.
General insurers.
The pain
Claims wait between lodgement, assessment and payment teams, assessors re-key data, and the General Insurance Code and CPS 230 demand full evidence for decisions.
What we build
A motor claim from first notice to payout: documents and photos read, cover checked, fraud signals raised, an assessor approving the settlement in Action Center, and a robot paying out.
The business outcome
Claims that keep moving, with a claims officer holding authority on every exception and the evidence kept with the claim.
Proof
Innovo's UiPath work includes Zurich and NRMA.
For super and wealth.
Super funds, life and annuity providers.
The pain
Death benefit claims stall in manual handoffs while families wait, and annuity applications chase signatures and rollovers. ASIC and the Federal Court have acted, including a $23.5m penalty ordered against the Cbus trustee.
What we build
An annuity application from adviser submission to first payment, and a death benefit claim from notification to payment, with the trustee deciding in Action Center and every contact with the family made by a person.
The business outcome
Members and families kept informed, trustee decisions on record, and payments made without re-keying.
Proof
Innovo's UiPath work includes Challenger Financial Services.
See it run on UiPath Maestro.
A commercial loan on UiPath Maestro on Microsoft Azure: IXP reads the documents, WorkFusion clears KYC, a fraud agent checks the signals and a credit officer approves in Action Center. Switch to case 1 for the Camunda pattern.
Synthetic data. On a phone, tap the card to open it full screen. Open the demo page → Motor claim → Death benefit →
Also on UiPath.
Pick the journey closest to yours. We'll walk you through it.
Thirty minutes with an engineer, on the simulation for your segment.