Security by design
Least-privilege access, secure coding practices and alignment with your security reviews and controls.
Industries
Deep experience where trust, compliance and scale matter
Since 2017, Rulebotic has delivered Pega and digital solutions for a major Canadian bank and a leading insurance enterprise. Through our global delivery partnership, we also support platforms and companies around the world.
Banking & financial services
Automating the bank without losing control
Banks run on rules: eligibility, risk, compliance and service policies. We turn those rules into intelligent, auditable workflows and pair them with web and mobile experiences customers actually enjoy using.
Where we help
- Client onboarding, KYC and AML case management
- Loan, mortgage and credit origination workflows
- Disputes, chargebacks and fraud operations
- Customer service, retention and next-best-action
- Secure digital and mobile banking features
- Audit-ready processes and regulatory reporting support
Insurance
Faster claims, smarter underwriting, happier policyholders
Insurers need to balance speed with accuracy and empathy. We help carriers streamline claims and underwriting, modernize policy servicing and give customers, agents and brokers digital tools that make every interaction easier.
Where we help
- First notice of loss (FNOL) and claims management
- Underwriting workbenches and risk decisioning
- Policy administration and servicing workflows
- Agent, broker and advisor portals
- Customer self-service web and mobile apps
- Correspondence and document automation
Global platforms & enterprises
Expertise that scales across borders
Working alongside our delivery partner, a global IT consulting firm based in India, we help technology platforms and enterprises worldwide implement Pega, build digital products and scale engineering capacity, with Canadian consultants providing leadership and continuity.
Where we help
- Pega implementations, extensions and product builds
- Web and mobile product engineering
- Team extension through our global delivery partner
- Follow-the-sun development, testing and support
- Architecture and code quality reviews
- Knowledge transfer and enablement for client teams
Built for regulated environments
Standards we bring to every engagement
Working with financial institutions has shaped how we build. These principles apply whatever your industry.
Privacy-conscious
Careful handling of personal information, consistent with PIPEDA and your internal data policies.
Auditability
Traceable case history, versioned rules and documented decisions that stand up to scrutiny.
Accessibility
Inclusive web and mobile experiences designed to meet WCAG 2.1 AA guidelines.
Let’s talk about your industry challenges
Whether you are in banking, insurance or building a global platform, we would be glad to share how we can help.