Codeless Applications for Financial Services

Rapidly build and effectively manage future-proof enterprise software

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Financial Services Architecture_FULL LOOP_Scaling
Unqork is the first codeless application platform for the enterprise—and the only one specifically designed to power Codeless Architecture for financial services. 
With Unqork, you streamline and accelerate development cycles, while ensuring that application functionality is as complex as your use-cases demand. The Unqork platform is powered by decades of collective financial services and IT experience. We know your challenges, and chances are we’ve already overcome them.

Segments powered by Codeless Architecture

Wealth Management

Wealth Management

Rapidly build enterprise-grade applications to free advisors from high-volume manual tasks, enhance client experiences with robust account self-management functionality related to client onboarding account opening, servicing, and more.

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Asset Management

Asset Management

Rapidly build enterprise-grade applications to deliver best in class investor experiences through self-service portals and digitized onboarding, while also optimizing operations like NAV oversight and more to reduce overhead costs and mitigate operational risk.

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Private Assets

Private Assets

Quickly build connected solutions for fundraising activities, investor onboarding, investment and fund operations, and self-service client portals. Ensure compliant operations by building integrated KYC/ AML and NAV oversight processes.

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Empower your customers with on-demand access to information & services. Optimize workflows by creating an omnichannel experience for all stakeholders across processes such as loan origination, and deposit & treasury management.

Capital Market

Capital Markets

Rapidly build and effectively manage modern, user-centric applications across your ecosystem to drive critical workflows related to exception management, robust risk solutions, client onboarding, digitized operational workflows, and more.

Digital Asset

Digital Assets

Rapidly build and deploy secure applications to meet the evolving needs of employees, regulators, and clients. Develop client lifecycle solutions, orchestrate risk & compliance processes, and automate key workflows without writing a single line of code.


Global leaders are building the future on Unqork


WATCH: How State Street went codeless to transform client onboarding



Financial services use cases

If you have a business challenge, chances are it can be addressed via Codeless Architecture (and far faster and more efficiently than a traditional code-based approach). Here are a few examples of how the industry is using Unqork to deliver value right now. 


Unqork enables organizations to rapidly build end-to-end client onboarding applications. Create custom client-facing digital experiences with highly automated workflows across account creation, product selection, and origination. Leading organizations have used Unqork to reduce onboarding times by up to 75%.

  • Onboarding & due diligence (KYC/AML)
  • Account set-up
  • Product selection & origination
  • Fully integrated with client ecosystem

Portals & Customer Self-Service

Deploy self-service portals to unify client information and services into a single seamless experience. Empower clients to independently execute funding, transactions, reporting, and document uploading. One global institutional manager used Unqork to build an investor-facing portal in just 24 weeks and realized +$1 million in savings.

  • Onboarding activities tracking
  • Investor-facing account servicing & information portal
  • Reporting & document upload
  • Integrated with client management, sales, and operations

Case Management & Account Servicing

Orchestrate workflows between internal and third parties, including issue escalation and resolution. Build a unified control center with reporting, analytics, and a full audit trail and data lineage. Unqork customers have accelerated lending and client account servicing by 50% with a mobile-friendly client portal for account servicing and case management.

  • Workflow orchestration & routing 
  • Issue escalation & resolution
  • Unified case management control center

Risk & Incident Management

Address risk and incident challenges around exception handling, workflow management, and system oversight to optimize global operations for capital management reporting, operational risk management & workflow, and risk aggregation. Unqork's customers have optimized global operations to surface $1M+ of trade errors.

  • Capital management reporting
  • Operational risk management & workflow 
  • Risk aggregation

Ops Automation

Organize and orchestrate your business processes. Develop automated workflows and drive process optimization to create, connect, and automate complex, customized solutions—no matter how common or niche. Unqork's codeless approach has empowered financial clients to lower FTE utilization by 40% without sacrificing compliance or IT oversight.

  • Exception management, oversight, and workflow orchestrator 
  • Replatforming EUCs
  • Securities operations automation 
  • Client operations automation 

Environmental, Social, and Governance

Deploy automated, controlled, and scalable ESG-related workflows. Collect data from internal records and third-party providers and apply multi-level reviews to validate in an auditable way for disclosures. Centralize the process with actionable dashboards that report live status and analytics. Create mobile-friendly provider- and client-facing portals for end-to-end process facilitation.

  • Workflow orchestration & routing
  • Data consolidation and normalization
  • Unified case management control center

Security and compliance

Security ​​is an essential part of any SaaS offering and nowhere is this more important than in financial services. In today’s digital world, cyberattack prevention and the protection of sensitive data have never been more critical. To meet the digital requirements of the modern enterprise, Unqork leverages stringent controls and protocols to deliver a multi-tiered defense you can trust.

+ Read more about Unqork security



The codeless difference

Integrate complex, disparate systems & data

  • Visually integrate all of your systems regardless of source or type to achieve a 360-view of your business 
  • Deploy re-usable industry-focused accelerators and third-party integrations to accelerate builds

Automate complex, high-stakes workflows

  • Increase productivity by automating complex, cross-functional workflows
  • Use RBAC-based swimlanes to orchestrate workflows across internal teams, clients, and service providers

Brand high-quality digital experiences at scale

  • Deploy consumer-grade experiences to attract and delight your customers
  • Gain scalability with reusable UI templates and the flexibility to leverage custom styling where needed

Minimize risks with enterprise-grade security

  • Ensure SDLC governance, and that security, roles, and permissions meet enterprise standards
  • Comply with Soc 2 Type II and Privacy Shield standards


Lower costs

  • Use 3x fewer development resources
  • Lower ownership costs and complexity 
  • Reduce TCO by 65%

Accelerated development

  • 10x increase in developer productivity
  • 600x fewer bugs
  • 3x faster time to market

Open-standard approach

  • Your IP is portable & upgradable
  • Use compliant tools of your choice
  • Cloud-agnostic platform

Financial services success stories

State Street









Codeless Resources

Academy & Community Hub

With Unqork Academy, Creators can master codeless in no time with robust guided curriculums, certification assessments, courses, and resources. The Unqork Community Hub is an active, self-sustaining community of Creators for continued support, education, and feedback.

Unqork Marketplace

Using the Unqork Marketplace, users can easily surface and integrate enterprise-grade pre-built snippets, templates, integrations, and accelerators designed by industry experts, Unqork technology partners, and fellow Creators to further expedite your application development.

Implementation Partners

Need to get up and running right away? You can accelerate the delivery of your solutions by partnering with one of our Certified Implementation Partners with deep industry and Unqork expertise. 

Third-Party Integrations

Take advantage of Unqork's expanding partner ecosystem and easily integrate specialized third-party functionality into your applications. Unqork's API functionality empowers Creators to seamlessly add new external services to existing workflows and business processes.