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Several business processes are not as intelligent as they could be. Some of them cut across many IT systems that do not always talk to each other. RPA Can be used in such organisation. Robotics Process Automation is a way to automate repetitive and often rules-based processes. The general acceptance towards Robotic Process Automation (RPA) keeps growing.

Benefit Of RPA

Cost Effective


Risk management

Flexibility and Scalability

RPA Use Cases in Banking

Retail banking

- Checking/deposit
- KYC/Compliance
- Credit Check
- Fraud detection
- Loan organisation
- Mortgage / Equity / Loans
- Credit card : organisation, dispute management,
dual branding, rewards

Wealth Management

- Private client SMA account opening
- Fund Performance dashboard
- NAV Position
- Advisor Portal
- 3rd party performance and reporting
- Fund accounting

Capital Market

- Prime brokerage dashboard
- Hedge Fund Customer portal
- Portfolio Management integration
- Reconciliation
- Trade processing – Pre & Post
- Cash forecasting
- Investment banker portal
- Margin / exception alerts

RPA in Insurance

Claim Management

- Claim Registration
- Claim Workflow automation
- Claim Assessment
- Recommendation
- Requirement Management

Policy Administration

- New Business Application
- Underwritting
- Payment Processing
- Policy Insurance

Billing and accounting management

- Payments Management
- Collection
- Direct Billing
- Compliance reporting
- Agency & Agent / Broker Billing
- Statements
- Regulatory Reporting

Automation candidate processes in Telecom