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Nividous ‘Attended Bots’-enabled Automation in Wealth Management for Reporting and Client Communication


Today, our customer service delivery officer needs to just key in a few data fields such as the customer account number for Nividous Bot to grab data and statements from the relevant websites to generate a consolidated report. We plan to extend the functionality to allow these requests to come from the customer via our website directly with an AI- or self-service- enabled chatbot.

Senior Vice President
Edelweiss Financial Services
Testimonials Quote Icon
70%

Reduction in report generation cycle time

65%

Improved process visibility

80%

Reduction in administrative efforts

Industry

  • Wealth management

Processes Automated

  • Report generation and distribution
  • Know-Your-Customer (KYC) document generation

Automation Highlights

  • ‘Attended Bots’ with Captcha handling capabilities
  • Bots are enabled to encrypt reports (PDFs) before distributing them to customers
  • Bots create associated tickets in Salesforce and reference case IDs
  • Automation across multiple internal and external websites and legacy systems

Edelweiss Financial Services


Edelweiss is one of the fastest-growing private wealth management firms in India, offering tailored wealth solutions and strategies. Highly valued professionals were required to generate and distribute several financial reports by navigating through multiple external websites, legacy systems, and emails depending upon the customer requests. Nividous ‘Attended Bots’ enabled automation for this wealth management firm, which allowed for accurate and accelerated report generation and distribution.

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