Wealth Management Firm Automates Post-Trade and Risk Assessment Processes
Wealth Managemen Firm Automates Post trade and Risk Assessment Processes
 

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

 

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
parallax background
 

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

 

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

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

Latest Blogs

April 8, 2021
Data Entry Automation: What Is It?

Data Entry Automation: What Is It?

About half of today’s work activities can be automated with available technology, reports McKinsey—and rote data entry is certainly a prime candidate. Before you decide if […]
April 8, 2021
The-Gartner-Predictions-for-Accelerating-Results-Beyond-RPA-to-Hyperautomation-feature-v1

The Gartner Predictions for Accelerating Results Beyond RPA to Hyperautomation

It is time to leapfrog forward on digital or be left behind forever. More and more business leaders are acknowledging this fact and as a result, […]
April 7, 2021
Top 8 Benefits Of RPA (With Real Examples)

Top 8 Benefits Of RPA (With Real Examples)

Robotic Process Automation (RPA) uses software bots to complete repetitive digital tasks, and businesses across verticals are taking notice. The global RPA sector is expected to […]