In their quest for digital transformation, banking organizations and other financial institutions have established themselves as the early adopters of smart technologies. Intelligent software is already making a difference in front-end, customer facing systems. 

Delivering more consistent services to the customer is paramount. RoboWorx helps finance and banking companies differentiate themselves. It provides efficiency and lowers costs while ensuring regulatory compliance and deeper analytical insight. 

The RPA boost for Financial Services and the Industry

“RPA offers the ability to change business processes quite quickly, as opposed to taking a holistic enterprise wide-approach, that could take a lot of time and a lot of money to achieve.”

Jim Allen
Deloitte Consulting LLP

Sample of Processes for Financial Services Automation

  • Accounts Payable

  • Quote-to-cash

  • Accrual Booking Remittance

  • Commercial Deposit Operations

  • Commercial Lending

  • Procure-to-Pay

  • Consumer Loan Automation

  • Accounts Receivable

  • Credit Card Processing

  • Foreign Exchange

  • Line of Credit

  • Credit Verification

  • Mortgage Processing

  • Overdraft Protection

  • Fund Transfers

  • Small Business Loans

  • Tax Return Preparation

  • Wealth Management

Accounts Payable for Finance and Accounting

Watch how finance and accounting professionals can use Financial Services Automation to scan the system for journal entries that require invoice attachments and then provide that link to the back-office robot which then updates the journal entry in the SAP system.

Customer Success Story

Leading Global Investment Bank Zero Error Rates with RoboWorx RPA Financial Services Automation

High automation efficiency with zero error rates, improving the quality of processing with Financial Services Automation. The average handling time to process trades has since dropped from 40 MINUTES TO 3 MINUTES, with an expected effort benefit of 444 HOURS PER YEAR.

Let the Bot Do It!

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