Financial services
No more manual client onboarding or repetitive data prep.
Automate and eliminate errors in your most repetitive processes, from client onboarding to document digitization
Financial services institutions are complex — and often reliant on highly manual processes to manage key tasks across your org. With Parabola, you can automate and standardize these processes to improve operational efficiency and reliably handle them at scale.
Institutions in banking, lending, insurance, and private equity use Parabola to increase organizational efficiency, automating tasks like:
- Client onboarding and management
- Document digitization
- Spend classification
- Period end reporting
Trusted by companies like Greystone, Mercury, and Nava Benefits to automate their most manual processes
Built to empower subject matter experts
Enable those who know processes best with the ability to automate mission-critical tasks
Capable of handling your largest, most complex files
Parabola is fully cloud-based and can process millions of rows of data — without crashes or lagging.
Purpose-built to automate your most repetitive tasks
Eliminate manual errors and formula mistakes. Instead, create automations that process and format your data consistently, whether for the first or the thousandth time.
Drag-and-drop functionality, combined with the power of a spreadsheet
Parabola performs your most used Excel formulas and more in a simple-to-learn and easy to use interface
Do more with Parabola than any other data tool
ERPs | BI Tools | Spreadsheets | ||
|---|---|---|---|---|
| Combines data automatically |  | | ||
| Handles multiple and changing use cases | | | | |
| Offers a single source of truth | | | | |
| No code required | | |
Plays nice with everything you already use
