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  • Automated Authorization and Distribution of Portfolio Management Statements for a Wealth Management Firm
Automated Authorization and Distribution of Portfolio
 

Automated Authorization and Distribution of Portfolio Management Statements for a Wealth Management Firm

 
90%

Faster processing time

100%

Accuracy in automation

65%

Decrease in labor

70%

Improved productivity

Industry

  • Wealth management

Processes Automated

  • Authorization and distribution of portfolio management statements
  • Risk assessment and post-trade operations
  • Consolidated report generation

Automation Highlights

  • Bots verify and configure multiple fields to pass PDF statement for a digital signature
  • Bots sign verified documents. Multiple digital signatures can be set up per document

A Leading Wealth Management Firm

The customer provides end-to-end wealth management solutions and aspires to be the most trusted wealth advisor for high net worth individual customers and partners. The process of reviewing, signing, stamping, and distributing portfolio management statements to the hundreds of end customers was time-consuming, even with the use of digital signature software. Nividous RPA Bots were deployed within two weeks to automate both authorization and distribution for over 300 statements.

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Signing documents with a digital signature is a complex process requiring a strict compliance check. Nividous RPA Bots successfully automated the process, saving a considerable amount of time, effort, and cost. We have also utilized Nividous platform to automate the end-to-end generation of over 18 reports, covering risk, operations, and portfolio management functions.

Head of Technology and Transformation

A Leading Wealth Management Firm

 

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About Nividous

Nividous, an intelligent automation company, is passionate about enabling organizations to work at their peak efficiency. From day one we, at Nividous, have focused on building a unified intelligent automation platform that harnesses power of RPA, AI and BPM. These three key pillars of holistic automation are natively available within the platform. With continuous innovation in our products and services, we endeavor to help our customers improve their competitive advantages.

www.nividous.com

About Nividous

  • Nividous, an intelligent automation company, is passionate about enabling organizations to work at their peak efficiency. From day one we, at Nividous, have focused on building a unified intelligent automation platform that harnesses power of RPA, AI and BPM. These three key pillars of holistic automation are natively available within the platform. With continuous innovation in our products and services, we endeavor to help our customers improve their competitive advantages. www.nividous.com

Automation

  • Robotic Process Automation
  • Attended vs. Unattended RPA
  • Artificial Intelligence and RPA
  • What is Intelligent Automation
  • Intelligent Document Processing
  • What is Hyperautomation
  • Accounts Payable Automation
  • Revenue Cycle Management

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Automation

  • Robotic Process Automation
  • Attended vs. Unattended RPA
  • Artificial Intelligence and RPA
  • What is Intelligent Automation
  • Intelligent Document Processing
  • What is Hyperautomation
  • Accounts Payable Automation
  • Revenue Cycle Management

RoI Calculator

Industries

  • Finance & Banking
  • Insurance
  • Healthcare
  • Manufacturing
  • Life Science
  • Logistics and Supply Chain

Product

  • Nividous Platform
  • Studio
  • RPA Bots
  • Smart Bots
  • Control Center

Request Demo

Services

  • Quick Start Guarantee
  • Professional Services
  • BPM Implementation

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  • Webinars
  • Analyst Reports
  • eBooks
  • Videos
  • Blogs

Community

Company

  • About us
  • Partners
  • Customers
  • Events
  • News
  • Careers

Contact

  • [email protected]
  • +1 (442) 444 2767

Mumbai, Ahmedabad, Moorestown, Sacramento, Hertfordshire

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