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Automating Franchise Onboarding on Stock Exchange Portals for a Stock Brokerage Company


With the help of Nividous platform, we have realized a more than 70% reduction in the time required for franchisee onboarding. Our employees are now spending more time on value-added tasks.

Vice President – IT and Automation
A Leading Stock Brokerage Company
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90%

Reduction in human efforts

65%

Reduction in process handling time

100%

Data accuracy

85%

Reduction in errors

Industry

  • Banking, financial services, and insurance

Processes Automated

  • Franchisee onboarding across multiple stock exchange portals
  • Reporting of mutual funds

Automation Highlights

  • Automation on the web, desktop, and excel interfaces
  • Seamless interactions with sophisticated portals involving Captcha handling
  • Rules-based automation with one hundred percent accuracy

A Leading Stock Brokerage Company


The customer caters to retail and institutional clients by offering them a range of financial products and services. The end-to-end process of franchise onboarding involved numerous verifications, including data transcription between a CRM application and stock exchange portals. Nividous RPA Bots were deployed within two weeks to automate these tasks completely.

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