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Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Automatically email digital receipt to shopper
Auto-Generate Responses
Auto-generate responses to customer inquiries
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Store planning based on customer preferences
Automate document data extraction, validation and publishing content
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Employee data management
Perform Employee data administration tasks
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Automate the processing of returns and exchanges
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Evaluate competitive costs when a product is available from multiple suppliers
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Time record validation
Review for accuracy and notify any missing information.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Payment matching
Match payments received against invoices.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Updating of customer information and preferences across disparate systems
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Policy Compliance
Use GPT to review employee communications for compliance.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Integrate with exchanges and portals to download product information
Digital assistants that provide personalized recommendations via online or mobile
Learning and development administration
Review status and notify employee and manager of requirements.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Vendor Activation
Upload files received from vendors directly to the banking system.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Knowledge Base Creation
Automate knowledge base creation with
Currency Rate Updates
Track and update the latest currency rates in your system.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Credential creation and termination
Automate user credential creation and access termination.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Forecast labor needs based on historical data
Creating and managing schedules for store staff
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Sentiment Analysis
Analyze customer sentiment in interactions
Automate Driver Shipment Assignments
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Position management
Compare and report comp & headcount against budget.
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Track demand patterns and forecast demand
Targeted promotions based on feedback and reviews
Social Media Content Generation
Semi-automate social media content with GPT.
Track, analyze, and improve the shopper journey
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Mortgage applications
Automate the mortgage application inputs, validation and status.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Add new product listing images and attributes
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Maintain product and product family categorization
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Track employee training and generate reports
Track employee training and generate reports on training progress
Identify opportunities for upselling and cross-selling
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Legal Research
Automate legal research with GPT
Reversal Of Charges
Manage reversal of charges levied on the customer.
Background Checks
Automatically access comprehensive information & check.
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Personalized Recommendations
Generate personalized recommendations for customers
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Monitor store security and send alerts to prevent losses and shrinkage
Operational finance and accounting
Automating various operational tasks in finance.
Employee Retention
Use GPT for employee retention analysis.
Track competitor product intelligence such as new items, price changes and promotions
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Legal Writing
Automate legal writing with GPT
Automated Follow-Ups
Automate follow-up communications with customers
Auto-update scheduled or dynamic pricing across customer touch points and channels
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
There are no Automation ideas for this option.
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Disclaimer: Please note that the automation ideas provided here are for informational purposes only. The implementation of any automation solution should be carefully considered and tailored to the specific needs of your organization. We recommend consulting with qualified professionals within the Bot Nirvana community or outside before implementing any automation solution. Additionally, we do not guarantee any specific outcomes or results from implementing these automation ideas, as they are subject to various factors and variables outside of our control.