Product
Resources
Fintech

Accelerate growth, simplify compliance

Leverage a single solution to enhance customer experiences, speed up transactions, and ensure compliance, driving your fintech forward faster.

Process Street product

Trusted by more than 3000 companies

Salesforce logo
Cisco logo
Slack logo
Government of Canada logo
Government of Canada logo
Bettement logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo
Colliers logo

Where innovation and compliance unite

Process Street offers transformative value to fintech companies by providing a comprehensive platform designed to streamline operations, enhance efficiency, and ensure regulatory compliance, thereby freeing up valuable resources to focus on innovation and growth.

Digital onboarding

Welcome made easy: Process Street helps you make the first step for your customers easier, cutting the time it takes in half by automating the boring stuff.

Get started
Digital onboarding
Compliance & regulation

Compliance & regulation

Keeping up with rules: Our tool helps you stay on top of government and industry rules without drowning in paperwork, saving you time and headaches.

Get started

Payment processing

Faster payments: We help you make sure money moves quickly and smoothly by reducing mistakes and delays in payments.

Get started
Payment processing
Fraud detection & security

Fraud detection & security

Enhance security practices: Use Process Street for comprehensive fraud prevention and security management with workflows for incident reporting, and datasets for tracking security trends.

Get started

Product development & launch

Automate continuous improvement: Use Process Street at each phase of product development, from ideation to automate release tasks, communications and collecting feedback.

Get started
Product development & launch
Customer support & service

Customer support & service

Happier customers: Improve how you handle customer questions and problems, making sure they're taken care of quickly and correctly.

Get started

Employee onboarding

Smooth start for new hires: Streamline your employee onboarding process, making it easier and faster to welcome new team members.

Get started
Employee onboarding
Data management & analysis

Data management & analysis

Smart decisions: Use Process Street to automatically gather and make sense of your financial data, helping you decide on your next move.

Get started

Integration & API management

Everything working together: Easily connect your system with other tools and services for smoother and predictable operation.

Get started
Integration & API management
Regulatory reporting

Regulatory reporting

Simpler reporting: Make reporting less of a chore with automatic report preparation that always stays up-to-date with the latest requirements.

Get started

KYC & anti-money laundering

Quick Checks: Speed up how you check new customers' identities and prevent illegal money handling with automated checks.

Get started
KYC & anti-money laundering

Your work, your way

Connect the tools you already use, making your work easier and more efficient without the hassle. Whether it’s syncing data, automating tasks, or custom-fitting for your unique setup, we make everything work together smoothly, so you can focus on what matters most.

Salesforce logo Salesforce
Slack logo Slack
Microsoft Teams logo Microsoft Teams
Google Sheets logo Google Sheets
Jira logo Jira
DocuSign logo DocuSign
HubSpot logo HubSpot
Mailchimp logo Mailchimp
Stripe logo Stripe
Greenhouse logo Greenhouse
Zapier logo Zapier
Power Automate logo Power Automate
Google Forms logo Google Forms
Airtable logo Airtable
BambooHR logo BambooHR
Hireflix logo Hireflix
Monday logo Monday
Workable logo Workable

Unwavering security & compliance focus

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

EU Data protection & privacy

GDPR compliance
The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement
Data protection & security

SOC 2 Type II compliance
Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.
Healthcare information privacy

HIPAA compliance
HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.
Security & privacy

Artificial intelligence
Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Backed by happy clients

Colliers logo
“With Process Street we've been able to bring documentation to life…allowing use to adapt processes quickly, improve governance and achieve consistent results”
Linda White
Head of Technology Services and Lease Administration Colliers International
"A huge win"
Salesforce logo
Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us"
BentoBox logo
Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
Read case study

An industry-leading solution

Process Street badge
Process Street badge
Process Street badge
Process Street badge
Process Street badge
Process Street badge
Process Street badge
Process Street badge
Process Street badge

Always here to help

Get the assistance you need with our professional support team

5 minutes
average response time
98% customer rating
average rating
Customer support

Join over 1 million workflow collaborators