Who's using Promapp for BPM in Financial Services?

Promapp is well suited to financial services organisations, particularly because of the risk management challenges it helps to tackle. Although financial service organisations are familiar with managing risk, often the supporting processes, policies and procedures are poorly documented and updated. Promapp’s simple methodology aids in documenting procedures clearly, driving collaboration across teams and fostering a continuous improvement culture.  
Learn more about Promapp in the financial services industry.

Toyota Financial Services AU

Financial Services

"We have over a thousand processes mapped in Promapp, which is fantastic for the organisation." - Martin Leach, Toyota Financial Services


Financial Services

"Being a web-based system means it [Promapp] can be accessed anywhere and on any device. This is a big advantage when you have staff working across multiple locations.”

Regional Bank Australia

Financial Services

For almost 50 years, member-owned Regional Australia Bank has had a reputation for being flexible and personable and for making the complex simple. That approach has seen it grow to become a premier alternative to the ‘Big Four’ banks.

Aioi Nissay Dowa Insurance Company Australia

“Promapp raises the awareness of risk management throughout the company and improves transparency of controls via the links between risks and processes." Case Study


ClearView has been helping Australians invest their money for over 20 years. They specialise in providing financial advice, as well as range of investment, superannuation and retirement options. Case Study

AMAL Asset Management

AMAL is an Australian specialist primary, special and standby servicer of loan receivables.

The Community Mutual Group

A leading provider of financial services in the areas in which they operate, The Community Mutual Group is the largest inland community Credit Union in Australia with a member base of approximately 70,000 members.

Britannia Financial Services

New Zealand's largest company specialising in the transfer of pensions from the United Kingdom.

Kiwi Insurance Limited

Kiwi Insurance Limited have teamed up with Kiwibank to offer New Zealanders a comprehensive range of insurance cover.

SAI Global Property

"I would highly recommend Promapp to any organisation – it's a great tool and we had really good implementation support from the team."

HIF (Health Insurance Fund)

HIF (Health Insurance Fund) provides a choice of insurance covers for hospital, medical and ancillary services.

Gallagher Basset

Gallagher Bassett provides customised claim and risk mitigation solutions that improve their clients’ outcomes.

Toyota Financial Services AU

"We have over a thousand processes mapped in Promapp, which is fantastic for the organisation." - Martin Leach, Toyota Financial Services Case Study

Holiday Coast Credit Union

Founded in 1967, Holiday Coast Credit Union helps people manage, save, grow and protect their personal finances.

Regional Australia Bank

"As the number of processes multiplied, and keeping them up to date became more complicated, staff trust in the processes that should have been the single point of truth started to erode." - Jaid Dawson, Business Performance Improvement Team Manager, Regional Australia Bank Case Study