Industries

Financial Services Integration & Automation

Create scalable, compliant integrations and applications that unite legacy systems, eliminate manual processes and streamline redundancies to drive innovation.

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Transform financial systems with a unified, AI-infused platform.

Traditional financial institutions are under pressure to deliver innovative financial management solutions due to new regulations and intense competition. But many are still held back by disconnected systems and legacy infrastructure.
Jitterbit provides a low-code integration and automation platform that connects financial systems, automates workflows, and enables real-time visibility across customer and operational data.

Trusted by financial institutions across the globe.

Harmony

Financial innovation through integration.

  • Break down silos for real-time visibility into customer and operational data
  • Streamline compliance workflows and support regulatory reporting
  • Design, deploy, and manage connections between apps without custom code
  • Integrate core banking with cloud apps using low-code workflows
  • Enable real-time insights into financial health, performance, and risk
  • Support anti-money laundering (AML) initiatives with real-time data checks
  • Launch embedded financial services through API integration

How Jitterbit powers smarter financial services.

Data Sync

Streamline Data Flow Across Multiple Systems

Integrate legacy platforms with modern cloud apps like Salesforce and Workday to enable secure, real-time data sharing across the enterprise.

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Reduce Risk & Improve Decision-Making

Unify internal and external data, including transaction history and regulatory data, into a single source of truth to support risk assessment and fuel strategic planning.

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Deliver Effortless Customer Experiences

Connect digital channels to backend systems for faster loan approvals, personalized financial advice, and seamless account management — improving customer satisfaction and financial inclusion.

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Accelerate Product & Service Innovation

Launch new digital offerings faster by integrating third-party APIs, fintech partners, and internal data sources without rebuilding your core systems.

Unlock the full potential of your automation journey with Harmony.

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One platform. Endless capabilities.

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Jitterbit iPaaS

A core part of the Harmony platform, Jitterbit iPaaS enables financial institutions to connect cloud, on-premise and SaaS systems through low-code integrations. Integrate core banking, payment processing, CRM, loan servicing, KYC/AML and financial reporting systems to create a unified data ecosystem with real-time insights.

Jitterbit EDI

Jitterbit EDI delivers secure, compliant exchange of sensitive financial data (such as EFTs, payment orders, and financial applications) — enabling financial institutions to meet regulatory requirements while ensuring smooth transactions between companies and platforms. It supports regulatory adherence (e.g., AML, GDPR, PCI DSS) with role-based access, data masking and audit trails built right into your integrations.

Jitterbit API Manager

Critical for open banking and embedded finance, API Manager empowers financial institutions to design, expose, manage and scale secure APIs. It supports the full API lifecycle, helping organizations meet regulatory standards while accelerating innovation and third-party integrations. API Manager connects third-party providers, fintech partners, and customer-facing apps to open banking, embedded finance and new revenue streams.

Jitterbit App Builder

Designed for rapid app development without complex coding, App Builder helps financial institutions create custom apps for account onboarding, customer service, internal workflows and more. It’s ideal for replacing spreadsheets and manual processes and for enhancing customer experience with real-time data access.

Jitterbit AI

Jitterbit AI agents not only automate workflows and fraud detection systems, but also help identify patterns in customer behavior and financial transactions. By leveraging layered AI capabilities, you can replace manual entry and disconnected processes with low-code automation for account opening, transaction monitoring, reconciliation and onboarding.

Financial service industry success stories.

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Digital identity management company ForgeRock needed a flexible solution to comply with new accounting rules and to standardize revenue recognition across the business. By leveraging Jitterbit for integration and API management, ForgeRock was able to connect their Intacct ERP system with Salesforce to extract information such as sales invoices and sales order data, while also automatically sending reports to maintain compliance.

“With Jitterbit, everything is automated, and creating APIs is a much simpler process.”
— Anil Madithati, Senior Manager, Business Applications and Architecture

Read the full case study
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When a global bank using a traditional ACH standard — a batch payment infrastructure with long processing times and slower cash flow — was ready to switch to a more efficient ISO 20022 standard, they turned to Jitterbit and one of our certified consulting partners, Archie.io, to ensure a smooth implementation.

Using Jitterbit Harmony to manage payment integration and handle format transformation, the bank was able to significantly improve customer satisfaction by:

  • Enabling real-time payment processing and confirmation
  • Creating a clean, user-friendly interface
  • Speeding up access to funds
  • Minimizing risk for both originators and beneficiaries
Read the full case study

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