Attended Automation in Wealth Management for Reporting and Client Communication | Nividous

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

     

    Industry

    • 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

    A Leading Wealth Management Firm

    The customer 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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    The Nividous RPA platform enabled our professionals to generate and distribute required reports for customers on-demand, in a controlled, structured, and secure way. The automation has freed associates from the hassle of navigating multiple websites to fulfill customer demands and saved a considerable amount of time.

    Senior Vice President

    A Leading Wealth Management Firm

     

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