Reducing friction in fintech account maintenance workflows

👋 For teams implementing account maintenance workflows in fintech:

Do “simple” account updates still turn into custom logic, edge cases, and manual exception handling?

If those requests mean repetitive data entry across fragmented systems, slow compliance checks, or frustrated customers, you’re definitely not alone. Our newest Developer Center use case breaks down how developers can modernize account maintenance with secure, scalable self-service workflows—without sacrificing compliance.

Key takeaways:

• Orchestrate self-service and assisted flows in a single process using Maestro workflows

• Capture structured, validated data with Web Forms to reduce rework and errors

• Apply policy-driven IDV, KYC, and AML checks only when needed

• Integrate cleanly with CRMs, core banking systems, and internal services using extension apps

• Maintain a centralized, auditable record of every update across systems

This use case walks through how tools like Maestro, Web Forms, Identity Verification, connected fields, and Data IO work together to enable straight-through processing—so teams spend less time on routine updates and more time on higher-value work.

👉 Explore the full use case: Account maintenance and self-service use case

💬 What’s the biggest blocker to smooth self-service account maintenance in your workflows today?