Introducing Branch ID  •  An in-branch customer verification and recognition tool

Build Process,
Not Spreadsheets

Bank process management driven by automated workflows with Branch.

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What is Branch?

Branch is a business process management platform with a focus on banking. It has all the integrations and flexibility you need to build simple or complex processes for your financial institution.

Explore the Platform

How Branch Works

Branch integrates with banking systems and offers customizable processes, optimizing efficiency and enhancing customer experiences.

Custom Forms
Empower your team to gather crucial information with customizable task-associated forms.
Workflow Process
Design and automate customized workflows with Branch's intuitive interface.
Build your first Workflow

Our Solutions

The Branch Platform offers the integrations and flexibility needed to optimize operations, enhance customer engagement, and stay competitive in the evolving financial landscape. With Branch, unlock your institution's full potential and drive sustainable growth.

Regional Banks

Branch offers regional banks comprehensive process management solutions, empowering them to streamline operations, improve customer experiences, and adapt to regulatory changes efficiently.

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Wealth Management

Branch provides wealth management firms with customizable solutions to automate workflows, optimize client interactions, and strengthen compliance measures, thereby empowering advisors to focus on delivering personalized financial guidance.

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Credit Unions

Tailored for credit unions, Branch's platform enables seamless integration and flexibility, facilitating member-centric processes while ensuring compliance and enhancing operational efficiency.

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Fintech

Built for fintech startups, Branch's agile platform facilitates rapid innovation, seamless integration with existing systems, and scalability, enabling fintech companies to bring cutting-edge financial solutions to market faster and more effectively.

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Financial Services

Branch equips broader financial services providers with adaptable tools to streamline diverse operations, enhance customer engagement across various touchpoints, and remain agile in navigating the complexities of today's financial ecosystem.

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Branch is for Builders

Deliver a seamless user experience while saving development time and resources. Branch makes it easy to embed APIs into any application so your users and their data stay in flow.

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Schedule a Live Demo

Request a 30-minute live demo today and we'll get in touch shortly. During the meeting our team will help you find the right solution, including:

  • Steamlining automated and manual workflows
  • Simplifying task management
  • Integrating with your current technology stack
  • Building and scaling operations
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