Powerful automation meets 25+ years
of financial expertise
No-code digitalisation for finance
From first click to final digital signature - automation that is seamless, secure, and fast
0weeks
From idea to launch
Bring momentum back into your digital transformation, without the risk associated with big IT projects.
17%
Reduced time spent per customer session with a single digital workflow.
1mio
Social Security numbers processed by Wizflow and counting.
Designed for humans
Wizflow simplifies financial services with intuitive digital flows that boost completion rates, improve data quality, and streamline both customer and internal experiences.
Instantly optimise flows
With Wizflow's intuitive Flowbuilder, customer facing, non-technical teams can optimise flows in an instant to reduce drop-off rates or incorporate upselling opportunities.
Go-live in 4-weeks
Wizflow is no-code, and no-compromise. We deliver a fully deployable solution within four weeks supported by AI assistants to speed up creation of solutions.
We understand financial workflows
Built by digital experts who understand compliance, technology, and humans
Turn complex digital workflows into seamless digital engagement
Wizflow applies behavioural insights to streamline processes like onboarding, pension optimisation and advice, claims reporting, and KYC.
Increase completion and conversion rates.
Improve data collection and data quality.
Provide real-time, financial calculation tools.
Streamline internal workflows.
Enable digital signing of terms or contracts in a single flow.
Let us take you from idea to solution
We combine expert consultancy with powerful automation to deliver scalable, compliant solutions
Turn organisational know-how into seamless customer journeys
Give business teams and customer-facing colleagues the power to build, test, and launch high-converting flows, securely, in days, and without waiting for IT.
No-code flowbuilder: Let non-technical, customer-facing teams reduce drop-offs and boost upselling, instantly.
IT-free scalability: Create and launch new flows without waiting for developer support or technical backlog.
Enterprise-grade compliance: Role-based access and approval flows ensure secure, compliant governance.
Fast time-to-market: Approve and launch optimised flows in days, not months.
Designed for control and speed
Role-based access, approvals, and locked flows ensure secure, compliant governance without slowing you down
Launch in under 30 days
Our proven 4-week delivery sprint takes you from idea to a compliant human-friendly digital solution that:
uses built-in AI assistants to generate flows, design the front end, and ensure secure data connections - accelerating delivery.
connects and adapts effortlessly, with easy external integrations, customisable logic, dynamic branching based on signals or triggers, and flexible business rules, calculations, visual identity, and text, and;
guides users intuitively, combining simple steps with enriched external data to create seamless, intelligent user experiences.