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RPA IN FINANCE

Grow your company with the help of automation

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Front Line

Client Onboarding
Processing of new products
Customer data entry

Back Office

Regulatory and compliance
Recordkeeping
Tracking of shipments

Core Functions

Backup and Patch management
Updating records

Here are a few cases

Client Onboarding

Automatically generate employee ID, gather & verify onboarding information, send welcome & meeting notifications. Notifications in case of any missing data, etc.

Regulatory and compliance

Automatically look for loopholes, lapse on procedures, missing information. Gather relevant information for auditing & reporting. Track attendance & gather relevant information for auditing

Recordkeeping

Automatically segregate & store specific files into respective folders. Update files by copying updated versions from specific locations, etc.

Tracking of shipments

Tracking delivery lead time (sending reminders). Automatically updating arrival, item counts & lead time for orders in a centralised platform.

Pension benefits

Automated transactions, error report generation. Calculation and disbursement of pension amount etc.

Admin Trading

Comparing prices, updating on any significant changes in stock value, collecting latest market trends

Institutional accounting

Autofill data in forms/portals, copy and migrate data to new portal, check for missing information.

Business growth with legacy data

Bridging the gap between the new data & legacy data to utilise the entire data on a single system

Availability

24x7 functionality provided by bots to complete the tasks assigned.

Risk & Compliance Report

Automatically checks for errors, risks & in compliance to standard defined procedures.

Minimum Investment

No additional infrastructural as RPA can easily get deployed on Cloud as well.

Get in touch with our team for your RPA solution.​​

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