Optimize broker back-office functions for speed, accuracy, and compliance
Digitize insurance operations to launch, manage, and optimize products efficiently.
Handle HNI portfolios, reporting, and client relationship with ease.
Unlock enterprise-wide intelligence, transform data into competitive advantage.
A closer look at who we are and our values
Smart reads, insights, and everything you need to stay informed.
The main aim was to process the SRs within the agreed SLA by reducing the processing time. Extracting accounts and securities statements from the reporting application consumed a major portion of the average handling time. After extraction, statements were generated and send via email. This process had a high level of human error which resulted in low operation quality, longer lead times and high backlog volumes.
The bot implemented download the statements from the reporting application. Once the required documents are downloaded, it generate the statements, uploads these onto a FTP folder and triggered an email notification to the appropriate recipients with the statements as attachment and also to update the status.
ROI: 5 months
Quality improvement to 0% error rate
Manual effort reduction by 95%
40% FTE savings per month
Share it with us! Our specialists can tailor the right solution for you.