Orchestrate Financial Services for the AI and Agentic Era

Connect any core system, technology, or application so your operations are AI-ready. Then put agents to work with Enterprise MCP for airtight security and governance.

Enterprise MCP: The trust layer for AI agents

Give your organization the security, governance, and scalability it needs to deploy agents with confidence. Give AI agents the context, trust, and accuracy they need to succeed. Workato Enterprise MCP delivers:

  • conditional

    Turn workflows into secure MCP servers

    Give AI agents like Claude and ChatGPT governed access to 14,000+ enterprise apps with identity and permissions.

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    Enterprise-grade compliance & audit trails

    SOC 2 and GDPR compliance with role-based access for every AI action.

  • speed

    Get agents working fast

    Enterprise skills accelerate processes like KYC/AML, document processing, credit checks, fraud detection, and regulatory reporting.

  • trigger

    Agent orchestration built in

    Coordinate AI agents across your tech stack without custom development.

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Modernizing banking systems can lift revenue by 10%. Get the Workato Banking Solutions guide to see how — from core connectivity to orchestrating KYC and loan origination.
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  • API People
    featured partner

    API People

    Workato and API People help financial institutions modernize their technology foundations.
Unlock Jack Henry, Fiserv, FIS, and more connectors.

    Schedule a demo
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    “Workato is leading the charge in MCP by creating a standard for organizations to turn their systems, data, and processes into Al-ready services with limitless innovation."

    Angela Stewart

    Vice President of Enterprise Solutions at Nasdaq

    Explore financial services insights

    Why financial services leaders choose Workato

    • 29%

      of all AI value will be created by agents
      by 2028
      (BCG)

    • 10%

      of financial institutions are using AI agents at scale
      (Capgemini)

    • 60%

      of AI leaders say legacy systems & compliance are top barriers to agentic AI
      (Deloitte)

    Join thousands of customers that trust Workato!

    Secure, scalable agentic solutions across the financial services industry

    From digital-first disruptors to traditional institutions, Workato delivers industry-specific capabilities and Enterprise MCP for secure AI agent orchestration—with the security, compliance, and governance financial services demands.

    Banking
    • Banking
    • Fintech and Digital-First
    • Wealth and Asset Management

      Modernize banking infrastructure. Enable AI agents.

      Modernize core banking systems while meeting customer expectations for digital-first experiences. Workato connects Jack Henry, Fiserv, FIS, and more to modern cloud applications and secure MCP servers for AI agents.

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        Core banking modernization

        Connect legacy core systems to ERP, ETL, and CRM platforms—and 14,000+ apps and AI agents. Accelerate cloud migrations, enable real-time synchronization, and reduce integration costs.

      • icon-cash

        Lending & loan origination

        Deploy loan processing agents from application to approval. Use AI-powered document processing (IDP) for income verification, automate credit decisioning, and streamline underwriting workflows.

      • speed

        Customer onboarding & KYC

        Automate Know Your Customer (KYC) verification for faster, compliant onboarding. Accelerate account opening, reduce manual reviews, and maintain complete audit trails across identity verification workflows.

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        Customer support

        Leverage Workato's specialized agent, Support Genie, to handle customer inquiries instantly and improve CSAT. Provide 24/7 support for account questions, transaction disputes, and service requests.

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