Innovative Solutions for Extraordinary Financial Services

Master the Digital Frontier of Finance

Personalize every interaction for today’s consumer

finances on laptop

Every modern financial services company must also function as a technology company. Customers want competitive financial products delivered through convenient digital channels. Rulesware pairs our deep understanding of today’s banking and financing operations with our trusted expertise – creating compelling solutions that captivate customers.

Financial Diagram

KYC Orchestration & Management

Rulesware Risk


Disputes & QFD


AI-Driven Decisioning

Payments Fraud Alert Resolution

Risk Resolve

Customer Service & Maintenance

Customer Service (1:1 Personalization)

Rulesware harnesses digital innovation to help banking and financial institutions achieve:

Faster, Cost-Effective Operations

Automation accelerates workflows, eliminates manual tasks, and optimizes staffing models

Streamlined Compliance

Comprehensive reporting and processes with transaction tracking reduce risk for cost savings – and more successful audits.

Sophisticated Borrower Journeys

Fast, convenient lending and onboarding tools maximize customer enrollment, retention rates, and lifetime revenue.

Better Business Outcomes

Rulesware puts customers first, designing solutions tailored to your business vision and desired outcomes.

"We are extremely satisfied with the delivery provided by Rulesware. We have driven increased value within our applications, and this is in large part due to the quality of service and commitment to execution shown by the Rulesware team."

Financial Services Client

Financial Solutions

Designed by loan managers for loan managers, LoanExpediter automates lending processes to deliver a best-in-class borrower journey. One client has been able to save an average of $1M per month in compliance penalty avoidance. Say goodbye to manual processes and thick binders of paperwork – and give your team the power, speed, and convenience of the digital age.
Omnichannel enrollment enables the fastest new account cycle in financial services – customers can go from application to funded account in 20 minutes. No more lag time where customers abandon the funnel; LaunchPoint verifies and onboards customers, then selects and activates their product(s) in one quick session. Simple, agile, and efficient.


Design Develop and Deploy Dispute Solutions

Rulesware has more than a decade of experience designing, developing, and deploying disputes solutions on the Pega platform. Our expertise spans both issuer and acquirer (external chargebacks), credit and debit, and popular cards including Mastercard, Visa, American Express, Discover Card and Diners Club. Whether you want to use Pega’s Smart Disputes solution, Quavo’s QFD Disputes, or develop your own disputes solution on the Pega platform, Rulesware can take you there.
“The average customer service call time went from 8 minutes to 45 sec. with Pega Customer Service.”
credit card purchase

Success Story

Global Contact Center and
Disputes Applications

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