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  • Leading Wealth Management Firm Saves Over 1600 Man-Hours Annually Using Nividous Bots
Wealth Managemen Firm Automates Post trade and Risk Assessment Processes
 

Leading Wealth Management Firm Saves Over 1600 Man-Hours Annually Using Nividous Bots

 
95%

Faster processing time

65%

Decrease in labor

60%

Improved productivity

Industry

  • Wealth Management

Processes Automated

  • Risk assessment and post-trade operations
  • Consolidated report generation
  • Portfolio management statements authorization and distribution

Automation Highlights

  • RPA Bots deployed in < 8 weeks
  • < 1 % Need for exception handling
  • A detailed audit report on each automation
  • 26 Processes are managed by a single Bot

One of the most trusted wealth advisors in India

The customer provides end-to-end wealth management solutions for High Net Worth Individuals (HNIs). Disconnected systems with highly manual and time-intensive processes required a ‘Swivel-Chair’ solution. Nividous RPA Bots were deployed to automate the end-to-end generation of more than 18 reports, risk assessment, and post-trade processes. The automation enabled enhanced data accuracy, auditability, and reporting allowing for better compliance and control over end-to-end processes.

Download Full Case Study
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Testimonial-Icon
 

We have utilized Nividous RPA Bots to automate the end-to-end generation of over 18 reports, covering risk, operations, and portfolio management functions.

By further expanding the use of Nividous RPA Bots, we have also successfully automated a digital signature process saving us a considerable amount of time, effort, and cost.

Head of Technology & Transformation

A Leading Wealth Management Firm

 

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Guaranteed Production Roll-out of a Trained RPA Bot in 3-4 Weeks

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Guaranteed Production Roll-out of a Trained RPA Bot in 3-4 Weeks

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

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RoI Calculator Request Demo Community

Contact

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

Mumbai, Ahmedabad, Moorestown, Sacramento, Hertfordshire

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

Resources

  • Case Studies
  • 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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