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Fintech

Automate fintech workflows for compliance and growth

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

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Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston 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 simplifies fintech customer onboarding by cutting time in half and automating repetitive tasks, so your team can focus on building relationships.

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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, thanks to robust fintech compliance automation, saving you time and headaches.

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Payment processing

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

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Payment processing
Fraud detection & security

Fraud detection & security

Enhance security practices: Use Process Street to manage fraud prevention and security with fintech-specific workflows for incident reporting, and datasets for tracking security trends.

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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.

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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.

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Employee onboarding

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

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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.

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Integration & API management

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

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Integration & API management
Regulatory reporting

Regulatory reporting

Simpler reporting: Manage fintech regulatory reporting with automated report preparation and compliance tasks that adapt to evolving requirements.

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KYC & anti-money laundering

Quick Checks: Simplify identity verification and reduce the risk of illegal money handling with fintech-ready KYC workflows and AML compliance support.

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KYC & anti-money laundering

What our customers are saying

Acuity logo
"My Work & Tasks are AWESOME and transformative for our company! Thank you, thank you, thank you!!!"
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Patty Scharf
Patty Scharf
Chief Process Officer, Acuity
Raw Capital logo
"The real game-changer is the impact on growth & scalability."
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Sam McCarthy
Sam McCarthy
Head of Technology, Raw Capital
Planning Pros logo
"Tick the compliance boxes, make sure everything is done right EVERY TIME, what more could you want?"
Nicki K.
Nicki K.
Financial Advisor, Planning Pros

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.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help fintech companies with compliance?
Can Process Street integrate with our existing fintech tools?
Is Process Street secure for financial data?
How does Process Street simplify KYC and anti-money laundering processes?
Can Process Street automate regulatory reporting?
Is Process Street suitable for fast-growing fintech teams?

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.

AI compliance
Data protection & security

ISO27001 compliance
Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.
SOC 2 Type II compliance
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.
HIPAA compliance
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.
AI compliance
Data protection & security

AWS CIS compliance
The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.
GDPR compliance
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
AI compliance
Data protection & privacy

CCPA compliance
The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Backed by happy clients

Colliers logo
With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results
Linda White
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
Salesforce logo
Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
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"It was the right choice for us. It helped our team move quicker"
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Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
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An industry-leading solution

Process Street Best Est. ROI 2025
Process Street Easiest To Use 2025
Process Street High Performer 2025
Process Street Users Most Likely To Recommend 2025
Process Street Fastest Implementation 2025
Process Street Grid Leader 2025
Process Street Regional Leader 2025
Process Street Users Love Us
Process Street Top 50 2024

Always here to help

Get the assistance you need with our professional support team

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98% customer rating
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Customer support