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



  • 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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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

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