Automated Authorization and Distribution of Portfolio Management Statements for a Wealth Management Firm
Faster processing time
Accuracy in automation
Decrease in labor
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 RPA to automate the end-to-end generation of over 18 reports, covering risk, operations, and portfolio management functions.
A Leading Wealth Management Firm
