Solutions · Financial services
Operations software for banks and financial teams
Cash instructions, schedule changes, and confirmations pour in by email all day. Wisesa turns them into tracked tickets and CIT orders, sums them up every morning, and verifies the people involved.
Challenges we solve
Where finance operations lose time
01Instruction emails handled by handCash instructions arrive in a shared inbox and someone has to read each one and key the order in again, with no record of who decided what.
02Pulling email out deletes itMost tools that fetch email over POP3 delete it from the server, so other divisions reading the same mailbox lose the record.
03Manual face checks at the counterComparing a selfie to an ID photo by eye is slow, inconsistent, and hard to defend in an audit.
Products for this industry
What financial teams usually start with
Email automationEmail Ticketing SystemInstruction emails become tracked tickets sorted by region, branch, and bank, with CIT orders created once the AI is over 90% sure.Learn moreEmail automationMorning BriefA short brief every morning, delivered to DCT Web so other divisions never need to log in.Learn moreIdentityWiseFaceFace match and liveness for onboarding, disbursement, and account access reset, with photos kept on your server.Learn moreOperationsPlanRoute EngineFor banks that run their own ATM replenishment fleet and need a daily runsheet.Learn more
Case studyBCA
140 branches, one ticket stream
A bank moved branch instruction email into Email Ticketing System, kept the mailbox readable for every other division, and added the Morning Brief for 14 regional heads.
Read the case study94%of emails sorted correctly, no human fix needed
96CIT orders created per day with no click
0emails deleted from the mail server
6 wksfrom kickoff to full rollout