Wealth Managemen Firm Automates Post trade and Risk Assessment Processes

    Leading Wealth Management Firm Saves Over 1200 Man-Hours Annually Using Nividous Bots

    Overview

    A leading private wealth management firm provides end-to-end wealth management solutions and aspires to be the most trusted wealth advisor for its High Net Worth Individual (HNI) customers and partners.

    Problem

    The back-office staff and investment analysts spent a considerable amount of time copying, validating and updating data between legacy systems, email applications, external websites, and Excel sheets in order to complete various daily tasks including frequent generation of reports related to stock holding and transactions, hedging, portfolio and assets performance, and cash balances.

    Solution

    In less than eight weeks, Nividous RPA Bots are deployed to automate the end-to-end generation of more than 15 reports, risk assessments, and post-trade processes, enabling the customer to save more than 1200 staff-hours per month.

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