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SmartFlow transforms real world processes involving complex analysis, subtle judgements, creative problem solving, and personalised customer care. 

SmartFlow Designer

A powerful low code editor makes it easy to quickly improve complex processes. Workflows can be created by business users and don't rely on extensive technical expertise or infrastructure investments (e.g. servers, cloud storage).


Award Winning Innovation

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Connect People, Processes, and Technology

SmartFlow reduces friction within processes, seamlessly connecting people, processes, and technology. It is deployed over existing systems to rapidly solve real world business problems. SmartFlow drives each step of the process, automating tasks when advantageous and supporting humans with the tasks that they do best (e.g. providing caring customer service or dealing with unexpected circumstances).

  • Modern employee interface - easily access any data and manage any task

  • Process orchestration - drive processes automatically from end-to-end 

  • Informed decision making - make fast accurate decisions, based on data and business rules

  • OCR - digitalise documents with Optical Character Recognition

  • Audit trails - generated as you work

  • No code workflows - with process capture recording 

  • Task automation -attended/unattended RPA - Robotic Process Automation 

  • Resilient and agile - workflows that are hard to break and easy to update

SmartFlow provides a complete intelligent automation tool-suite with advanced features for automating complex processes: 

  • Data intelligence - identify likely data matches, synchronise data, and automatically find relevant information for each step in a process. Employees are presented with the right data at the right time to help them do a good job

Our Customers Say It Best

Other suppliers said our problem was too complex or hard to fix – your innovation and vision have really helped us to move forward with our operational challenges

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- David Patterson,

Head of Operations Change & Delivery

Case Study: UK Retail Bank

A major retail bank were struggling with a high volume of complex compensation claims from both customers and complaints management companies (CMCs). They were aware that this was resulting in quality problems and had already invested in improvements to the process, applying lean principles and implementing RPA (Robotic Process Automation).

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  • Over three thousand staff were working hard to investigate and respond to claims

  • The bank had trouble scaling human resources so they were reliant on expensive agency staff

  • Despite running a 24/7 operation they faced growing backlogs

  • Technology and processing challenges made it hard for employees to validate complaints quickly and accurately

  • It took months to train new employees to perform the process


One million pounds saved weekly in agency staff costs

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  • Automated the claims process, reducing demands on staff and required training 

  • Automated decision making meaning staff could focus on difficult cases, all the relevant case data was clearly presented in a single view

  • Removed reliance on agency staff

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  • Convoluted processes were needed to collate and assess all relevant customer data

  • Lack of consistency led to quality issues. Auditors found that only 86% of cases were being assessed correctly

  • Errors and inability to prove due diligence put the bank and risk of regulatory fines

  • 3rd party involvement meant cases could take days/weeks to complete.

  • Quality problems and delays were negatively impacting customer experience

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  • Relevant customer data was stored in 26 different systems

  • Many of the systems were legacy and hard to accessSome data was held in microfiche scans

  • Most systems were not connected to each other (no APIs) 

  • Information was often inconsistent or conflicting

  • Systems had complex security and availability considerations​ 


Claim handling time reduced from 4 hours to 6 minutes

Auditors reported errors reduced from 14% to 0%

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  • Average claim processing time reduced to 6 Minutes

  • Auditors found 100% of cases were now being assessed correctly

  • SmartFlow was rapidly deployed  quickly solving business problems and reducing the risk of regulatory fines 


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  • Integrated all 26 existing systems

  • Identified data inconsistencies and provided staff with suggestions on how to resolve them 

  • Used OCR to digitalise microfiche

  • Integrated with existing security model to maintain high security standards


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Create processes where employees, systems and automations work efficiently together to deliver fast personalised outcomes.

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Automate or augment decisions, with accurate, data-driven answers in real-time. Reduce touchpoints or provide first-call resolutions.

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Integrate different systems without the need for APIs. Use AI to manage data and automatically

synchronise disparate systems.


Projects Completed




£ Millions

Saved by Customers


Awards Won

More Use Cases



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SmartFlow is best suited for digital transformation of complex processes. It is usually selected for processes that involve multiple human touchpoints and complex decisions that need to be made.  

Use cases include: 

  • Customer onboarding

  • Complaints and redress

  • Subject access request processing

  • Lending and loan collections

  • Mortgage origination

  • Insurance claims handling

  • Insurance brokerage

Find out how SmartFlow can simplify your world

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