Industries
Run banking and financial operations on one governed platform
Orkestra gives banks, NBFCs, and fintechs one place for customer onboarding, service requests, credit operations, exception handling, and multi-level approvals — with an audit trail on every action.
Workflow live run
Claim Approval v4
Record submitted
Document review
Manager approval
Settlement release
The problem
Common challenges in banking & finance
- •Onboarding and KYC spread across email, spreadsheets, and disconnected tools
- •Credit and exception cases with no consistent approval trail for auditors
- •Service requests that stall because no one owns the next step
How Orkestra maps
What banking & finance teams run on Orkestra
Structured intake
No-code forms capture applications, KYC documents, and service requests with validation and required fields.
Multi-level approvals
Model maker–checker and credit-committee approvals as workflow stages with role-based sign-off.
Audit trail & RBAC
Every field change and approval is recorded; row-level security and role-based access keep customer data scoped.
AI copilot
Staff query customer and case data in natural language instead of digging through records.
Common workflows
Processes you can model on day one
- Customer onboarding and KYC verification
- Loan / credit application intake and committee approval
- Exception and dispute handling with SLAs
- Service requests routed to the right team
FAQ
Banking & finance: frequently asked questions
- Is Orkestra secure enough for financial data?
- Orkestra is multi-tenant with PostgreSQL row-level security for tenant isolation, role-based access control, multi-factor authentication, and an immutable audit trail on records and approvals.
- Can we model maker–checker approvals?
- Yes. Approval steps are workflow stages with role-based sign-off, so maker–checker and credit-committee flows are configured, not coded.
- Does it keep an audit trail for regulators?
- Every field change, status transition, and approval is timestamped and attributed, giving auditors a complete history per record.
Enterprise ready
See Orkestra against your real workflows.
Bring one process, one form, and one approval path. We will map the operating model and show how the platform fits.