No-code tools are on the brink of changing the way financial services organizations work—from automating repetitive, time-consuming client onboarding to empowering staff to build entirely new processes in minutes. Adding no-code tools to your financial services tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure.

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, this is the interactive checklist for you. This resource will guide your team as you research, select, and implement the best no-code software for your financial services institution. 

By completing each section of this fillable financial workflow management checklist, you can better understand how to: 

• Identify a team of stakeholders and no-code champions
• Build a list of important “must-haves” in a no-code solution
• Research no-code tools and create your shortlist
• Implement your first no-code workflow

Download your financial services checklist now to get started!