RPA for Banking and Financial Services

Improve Efficiency. Reinforce Compliance. Delight Customers.

Success Story

  • Sanctum Wealth Management Automates Over 15 Back-office Processes

    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. The Bots perform several tasks related to copying, validating, and updating data between discrete systems, freeing up the back-office staff and investment analysts to focus on more critical tasks.

Reduce Operational Costs and Compliance Risks while Improving Customer Experiences

Automate repetitive tasks, connect legacy systems, and integrate with discrete data sources for enhanced visibility and customer insights. With early adoption of smart technologies, banks and financial organizations already offer full-service web portals and real-time account information. Automating data-driven processes with an AI-powered RPA platform can help to deliver more consistent services at a lower cost while ensuring regulatory compliance and deeper analytical insights.

Webinar

Robotic Process Automation in Banking and Financial Services

A Key Enabler of Digital Transformation

Leverage robotic process automation (RPA) to navigate risks, optimize process efficiency, generate revenue growth, and deliver enriched customer experiences. Watch the on-demand webinar to learn more about the use of RPA technology in banking and financial services.

View On-Demand

Streamline Back-office Operations with Intelligent Bots

Use your Digital Workforce to address your customers’ needs 24x7. Automate simple to complex processes at a rapid speed and scale without requiring IT support.
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Accelerate Loan Processing

Analyze unstructured data and streamline document-intensive loan/mortgage origination and risk assessment processes.
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Simplify Account Opening

Automate the process of new account opening to deliver improved customer experience and accelerate time to revenue.
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Optimize Trade Finance

Achieve friction-less trade management by automating processes related to brokering, risk assessment, report generation, post-trade operations.
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Improve Compliance

Automate data management tasks for Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance by using intelligent bots.
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Account Reconciliation

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Automated Mailers

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Monthly Account Reviews

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Credit Card Requests

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Credit Underwriting

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Retail Credit Assessment

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Retail Fraud Detection

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Regulatory Reporting

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Latest Blogs

October 31, 2019

Utilization of RPA to Balance Risk and Reward in Insurance

Client bases and services offerings in the insurance industry are expanding, causing markets around the world to swell. According to research completed by Munich Re1, global […]
September 10, 2019
leverage-power-robotic-process-automation-blockchain-technology-blog-feature

How to leverage the power of Robotic Process Automation with blockchain technology?

Today, Robotic Process Automation (RPA) technology is reliably used by businesses across industries to automate simple to sophisticated business processes. Companies are confident in its fast […]
July 19, 2019
The-Role-of-RPA-and-AI-in-the-Digital-Evolution-of-Wealth-Management-Industry-blog-feature

The role of Intelligent Automation in the wealth management industry

The growing number of millennials are forming a whole new customer base that is more demanding and connected with technology as never before. This customer base […]

Digitize Banking Operations with Intelligent Process Automation Solution

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