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Financial Services Solutions

Business Process Intelligence for the Financial Services Industry

Whether you want to lower operating costs, reduce process inefficiencies or improve your team’s productivity, Zeitworks is here to help.

Less than half (43%) of organizations achieve the cost reduction targets they set out to deliver. Gartner

With Zeitworks, you can identify the invisible parts of your team’s processes driving up costs and crushing your bottom-line.

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Driving down costs starts with localizing operational inefficiencies and unnecessary clutter in your processes.

Zeitworks helps you see, track and govern operational improvement initiatives all the way to the bottom-line.

Personal Loan Program Activity Flow

Borrower Eligibility

Total Hours

292 hrs



Est. Cost


Credit Evaluation

Total Hours

261 hrs



Est. Cost


Loan Pricing

Total Hours

335 hrs



Est. Cost


Loan Financing

Total Hours

211 hrs



Est. Cost


4 activities discovered within Personal Loan Program

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“Zeitworks has been able to shine a light on how our team really spends their time; helping us validate some of our hunches and establish benchmarks to evaluate how our process and technology improvements are helping our teams work more efficiently and effectively.”

Jeremy Ames

Co-Founder & CPO of Guidant Financial

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Over 500 hours each year are spent on manual tasks in Accounts Payable Departments of mid-sized businesses. CPA Practice

Zeitworks helps you pinpoint the process inefficiencies keeping your team from moving faster, so that you can train your team to reach their full potential.

Building strong processes starts with a deep understanding of your team and  their daily tasks.

The Zeitworks platform provides you with the data you need to effectively train and coach your team, while also providing valuable insight into process gaps that may be impacting your team’s performance.

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Why Zeitworks?

Zeitworks helps you maximize the human potential of your organization with data and actionable insights on your processes so you can drive efficiency, comply with regulations, and improve your bottom line.

Illuminate and identify performance trends, bottlenecks, and true process costs

Measure your team's performance continuously, with zero interruptions or distractions

Uncover best practices and pinpoint the factors that drive exceptional performance in your organization

We worked with West Monroe Partners to improve Johnson Financial Group’s efficiency ratio by 12 percentage points.

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Banks and Financial Institutions Use Zeitworks for

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• Borrower eligibility
• Loan processing
• Quality Assurance and Control

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• Bill processing
• Reporting

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Customer Experience

• Application Processing
• Identity Verification
• Customer Service

Want to learn how Zeitworks can unlock the human potential of your team?