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Transforming Financial Services through RPA and AI

According to the analyst report, the volume of young investors have increased year over year by 95% in all areas- mutual funds, retail equity trading and even wealth management. Important to note, these are first time investors and their expectations are different and raise of millennials is a force to be reckoned with.

New age customers are - highly social, tech savvy and quick learners.Is your processes and technology are ready to serve them?

Get Ready for "Low-Touch to No-Touch" Processing.

Through attended and unattended automation, operational processes are now almost near real-time.

Credit and Risk Analysis

  • Timely information on credit ratings is a must for the credit and lending manager who is relaying on this data for effectively run the lending and risk analysis.

  • Periodically conduct credit monitoring and alert upfront on any potential risk.

  • Appraisal of collateral's on set frequency based on the admitted risk

  • Automated reporting will bring in a huge change in the way information is delivered to the teams to act faster and smarter.

Financial Advisors

  • Automated and seamless client on-boarding

  • Periodically updating client profile

  • Portfolio analysis on set frequency and make suggestions for re-balancing

  • Risk analysis based on the assigned model portfolio

  • KYC processing

  • Automated report distribution

Accounts Payable

  • Invoice management

  • Capture data from invoices for further processing

  • Generate files - GST1, GST-3B, TDS(26Q)

  • Payment reconciliation
  • Processing approvals

Financial Analysis

  • Data extraction from multiple sources

  • Effectively managing the financial transaction and bookkeeping

  • Generating financial statements and distribution

  • Compute valuations based on the current market performance

  • Run periodic ratio analysis

  • Collate data for generating reports

And many more use cases..

Ready for Transformation?

Talk to us about bringing efficiency and excellence at every level of operations.


Get your copy of the eBook

Leaders guide for Robotic Process Automation

A comprehensive guide exclusively for leaders in the financial services for building and scaling the automation within their existing and new operations.

Practical guidance for implementing robotic process automation (RPA).

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