Discover Finworks Case Management
The intelligent platform that transforms complex casework into streamlined workflows
Enterprise Case Management, Built Around You
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Driving Strategic Impact with Finworks Case Management
Finworks Case Management empowers organisations to handle complex cases with speed, clarity, and confidence. Designed to scale, automate workflows, and ensure compliance, it connects people, processes, and data into one adaptable platform that grows with your needs.
Simplify Complex Challenges with Finworks Case Management
Managing cases in modern organisations is rarely straightforward. From overlapping workflows and multiple stakeholders to strict compliance demands, complexity is the rule — not the exception. Finworks Case Management System is built to tackle these challenges head-on:
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Fragmented processesUnified workflows consolidate intake, triage, task assignment, and resolution into one transparent system
Siloed collaboration Secure collaboration tools enable cross-team and third-party engagement, with full audit trails |
Manual bottlenecksAutomation manages approvals, escalations, and routing, freeing teams to focus on high-value work
Compliance pressures Built-in controls, encryption, and audit logging help organisations meet internal or regulatory standards confidently. |
Scaling challengesThe platform grows with your organisation, handling small teams or enterprise-wide deployments without friction |
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Our Capabilities
Configurable Case Types
Support for multiple case types, including standard requests, customer inquiries, and internal escalations
Custom workflows tailored to each case type
Streamlined handling of recurring or complex requests
Intelligent Automation
Automated routing and task allocation
SLA tracking with escalations for critical cases
Template-based responses and rule-driven processing
Enterprise Security
Full audit trails for accountability
Data encryption at rest and in transit
Advanced Analytics
Real-time dashboards for operational visibility
Integration with Power BI and other analytics tools
Custom report builder and automated reporting
Why Choose Finworks Case Management
Finworks CMS is built to handle complexity with simplicity—giving organisations the tools to scale, adapt, and deliver better outcomes with confidence.
Scalable performance: Supports high volumes of cases across large enterprises
Dedicated expertise: Agile, co-design, training, and continuous optimisation
Low-Code Flexibility: Configure without developers
Complete ownership: Manage all case work in one secure, compliant system
Insight-driven operations: Advanced analytics highlight inefficiencies and improve outcomes
Measurable impact: Faster response times, stronger compliance, better service.
Case Study
Successful Implementation of Low-Code Platform for UK Government
Successfully transitioning manual processes which involved both expert, legal and ministerial review to a case management platform on the cloud resulting in process and notification automation, secure audit history, role-based permissions and reliable reporting to other government departments and stakeholders.

See Finworks CMS in Action
Proven In The Real World
Discover what our customers say about turning complex casework into clarity with Finworks.
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“We cannot recommend Finworks highly enough. The team are motivated and collaborative. Throughout the contract, Finworks kept our departmental priorities in mind and used their project management experience to support delivery of our strategic objectives.”
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“The Finworks Platform has allowed our department to move from thousands of Word documents and manually created Excel spreadsheets to modern information management.”
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“The senior civil servant overseeing the project said, ‘The contractor has gone above and beyond the original tender.”
Take the next step
Complex cases. High volumes. Tight deadlines. Compliance pressures.
Finworks CMS is built to take the complexity out of case management, giving your teams a single, secure system to work smarter, faster, and with confidence.
Our CMS gives your teams the clarity, control, and confidence they need to deliver outstanding casework—at scale and in compliance.
Frequently Asked Questions
How adaptable is your system to meet the specific needs of our organisation and allow for bespoke changes?
The Finworks Case Management System is built to your organisation’s unique processes with low-code configuration and bespoke integration options. It’s built for flexibility and evolves alongside your policies, compliance needs, and digital transformation goals.
Can a user complete their case management work fully in your system?
Yes. The Finworks CMS supports end-to-end case handling from intake and triage through drafting, approval, and final response, all in one secure platform. Users can manage documents, tasks, and collaboration while staying fully compliant with audit and reporting requirements.
Does your system support the addition of AI, such as Microsoft Copilot, for enhanced case management capabilities?
While not included out of the box, our CMS is architected in a way that allows for the future integration of AI and machine learning technologies to enhance case management capabilities.
Can we integrate with Power BI and our existing tools?
Yes. The Finworks CMS integrates seamlessly with existing systems, including RPA tools and Power BI. Dashboards can connect directly to Finworks data, enabling real-time reporting, performance monitoring, and trend analysis without disruption to your existing processes.
How does your system work with existing in-house teams for service delivery, from user research to development and delivery?
Finworks doesn’t just provide software, we offer a partnership approach that respects and enhances the capabilities of in-house teams across design, delivery, and ongoing service transformation.
What ongoing technical support and updates does your system provide?
Finworks continually upgrades and enhances the system to make sure it has leading and supported technology. This can include client requests and regular security updates and patching.
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Simplify Case Management with Finworks today
Getting started is easy
Our powerful, easy to deploy software enables you to continuously gather, manage, question and learn from all the data available to you, and make significant ongoing improvements to your business as a result.