Automate every financial process
Build AI powered flows, fast
PRODUCT

Tailored for financial services
Purpose-built for banking, insurance, pensions, and mortgage services, Wizflow enables you to digitise high-stake workflows that can be fully audited, empowering non-tech teams to launch and manage digital workflows independently, guided by AI, whilst meeting compliance requirements.
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AML, KYC, IFRS 17, Solvency II
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Onboarding, servicing, risk & claims management
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GDPR & ISO27001 aligned

Guided by AI. Controlled by you
From building logic to managing data, our AI assistants help you create secure, compliant workflows fast, and without friction.
AI Flow Builder: Generates workflows from plain language, a simple drawing or existing PDFs.
AI Custom Entity Builder: Define your data models & entities, easily create one-off custom calculators or even animations.
AI Flow Extender: Recommend next steps for revenue, compliance, or retention.
AI Assistant: Regulatory guidance (GDPR, SEC, MiFID II) provided in real-time
UX Journey Optimiser: Improve completion rates with embedded user-first design principles.
Open Data Integrator: Enrich flows with credit scores, tax APIs, ESG data, and more.

Secure by design
Control your data, access levels, and audit trails from day one.
Wizflow embeds compliance from the ground up, with role-based access, full audit logs, and modular infrastructure.
GDPR
Compliant
IS027001
Aligned
Built for every flow

Built for every financial flow
Wizflow covers your entire customer journey. From onboarding and compliance to claims and servicing, with ready-to-launch flow templates.
Speed up KYC checks, document validation, and activation - fully compliant, zero-code.
Build compliant, auditable processes in days - not months.
Handle pension contributions, transfers, and compliance with IFRS17 & Solvency II.
Accelerate decisions with AI-powered KYC, income checks, and logic-based routing.
Automate policy workflows and claims approvals with self-service flows and drag-and-drop AI logic.

Connect to anything. Launch anywhere
Wizflow works with your existing tech stack — cloud, core, or legacy — through secure APIs and flexible deployment options. Seamlessly integrate with core platforms, CRMs, and databases via OpenAPI 3.1.0, webhooks, and secure connectors. Host in your cloud or on-premise — without lock-in.
Works with legacy and cloud systems
Built for enterprise-grade data sovereignty

Built-In AI assistants
Use our embedded AI assistants to guide design, compliance, optimisation, and integrations — all inside the no-code builder.
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AI Assistants
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Flow extender
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UX Journey optimiser
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Compliance Assistant
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Open data integrator

A deployment to fit every stack
Wizflow scales with you. From your first automated flow to full enterprise rollouts, with flexible plans and deployment options to match.
Self-hosted or cloud
Per-seat or per-flow pricing

Optimise with built-in analytics
Every workflow includes real-time dashboards, SLA tracking, and performance metrics. So you can spot bottlenecks, track ROI, and continuously improve your flows.
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Data-driven performance tracking
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SLA monitoring
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Exportable reports and audits

A price model to match your ambition
Choose from two flexible pricing paths to match your project scale and digital maturity, from early pilots to enterprise rollouts.
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Standard SaaS: predictable costs, fast deployment
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Revenue share: aligned to outcomes, ideal for innovation-led teams

Request a demo
Not sure where to begin?
Discover how no-code AI can help your team digitise complex workflows - faster, safer, and fully compliant.
Book a demo and explore what’s possible in just days, not months.