Leading Wealth Management Firm Saves Over 1600 Man-Hours Annually Using Nividous Bots
Faster processing time
Decrease in labor
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
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.
A Leading Wealth Management Firm
