Attended Automation for Reporting in Wealth Management | Nividous

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    Nividous ‘Attended Bots’-enabled Automation in Wealth Management for Reporting and Client Communication



    • Wealth management

    Processes Automated

    • Report generation and distribution
    • Know-Your-Customer (KYC) document generation

    Automation Highlights

    • 'Attended Bots' with Captcha handling capabilities
    • Bots are enabled to encrypt reports (PDFs) before distributing them to customers
    • Bots create associated tickets in Salesforce and reference case IDs
    • Automation across multiple internal and external websites and legacy systems

    Edelweiss Financial Services

    Edelweiss is one of the fastest-growing private wealth management firms in India, offering tailored wealth solutions and strategies. Highly valued professionals were required to generate and distribute several financial reports by navigating through multiple external websites, legacy systems, and emails depending upon the customer requests. Nividous ‘Attended Bots’ enabled automation for this wealth management firm, which allowed for accurate and accelerated report generation and distribution.

    Download Full Case Study
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    Today, our customer service delivery officer needs to just key in a few data fields such as the customer account number for Nividous Bot to grab data and statements from the relevant websites to generate a consolidated report. We plan to extend the functionality to allow these requests to come from the customer via our website directly with an AI- or self-service- enabled chatbot.

    Senior Vice President

    Edelweiss Financial Services


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