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Central KYCUse RPA bots to reject or confirm KYC records in the Central KYC site.
Improve customer responseImprove response times by using bots to navigate multiple system screens
Invoice processingExtract invoice data and input into systems.
Payment matchingMatch payments received against invoices.
Automate Expense ReportingAutomate the logging of expenses and attaching of respective receipts.
Chromatography reviewIn the pharma chromatography review process, bots can do the heavy lifting.
Automate journal entriesProcess email, perform compliance checks and process the Journal entries in ERP.
Background ChecksAutomatically access comprehensive information & check.
Customer Onboarding/OffboardingTelecom providers can streamline customer data addition and removal.
Internal and external reportingAutomate data assimilation & focus on analysis and review of reports.
Analytics and reportingData capture, cleansing, and pre-population of reports.
Debit Card AutomationAutomate debit card related activities, such as ready key activation,
Track Social media sentimentAnalyze social media feeds for the sentiment of your products and take initial action.
Three-way matchingBefore paying any invoice, Finance matches the PO) to goods and Invoice
Mortgage applicationsAutomate the mortgage application inputs, validation and status.
Responding to QueriesBots can respond to simple queries and escalate the rest.
Debit Card Re-issuanceAutomatically cancel existing debit card & update details of the new one.
Integrated Payment System RefundAutomatically extract the cashback raw file and upload file in SWIFT app.
Certificate Of Deposit BookingAuto-update the certificate of deposit (CD) details of the customer.
Account reconciliationsAutomate the download of sub-account balances, perform validations and create balancing journal entries.
Vendor ActivationUpload files received from vendors directly to the banking system.
Demand Monitoring & Inventory ManagementMonitor customer demand, production capacity and inventory levels
Stress testingAutomate CCAR data aggregation and consolidation.
Calculation of Shift AllowanceAutomate reading, validating and calculation of the shift allowances.
Debit Card Status UpdatesAuto-update status on the customer’s debit card in DMP solution.
Freight PaymentAutomate the paper work involved in shipping of goods to the customer.
Position managementCompare and report comp & headcount against budget.
Legacy systems Swivel ChairLogin to the mainframe, navigate multiple screens, and make the updates automatically.
Automate Rewards & GiftsAutomatically verify reward points, purchase and ship rewards.
Bank Account ClosureAutomatically close Bank accounts by carrying out closure activities.
Reversal Of ChargesManage reversal of charges levied on the customer.
Data TransformationBots can transform data into a structured and uniform format.
Limit breach managementBots can help with faster analysis and more accurate decision making.
Accounting changeAutomating data collection for leases or revenue transactions
Inventory AuditingAuto-confirm if your stocks are in order.
Dormancy ActivationUnfreeze an account which was termed dormant due to no transactions.
Initial Payment FundingAuto-transfer amount from the bank to the new customer account.
Record MaintenanceAutomatically maintain records as per government regulations
Unlocking of AccountAddress the issue of locked accounts due to incorrect passwords.
FAQ BotsFAQ bots can handle common customer service queries quickly.
Employee Induction & TrainingAutomate training of candidates with business processes, compliance standards etc.
Loan ReconciliationCollate large-sized records received from various channels.
Customer onboardingCollect and retrieve data from agencies to speed up onboarding.
Update SalesforceAutomate most of the repetitive tasks of maintaining your CRM.
Sales IntelligenceGive sales teams the lead generation tools and prospecting info.
Password Manager BotRPA Secure Password Manager stores credentials of apps.
Intercompany ReportingAutomated check& reconciliation of intercompany balances.
Automate healthcare Patient Pre-registrationAutomate pre-registration of returning patients by automatic medical coding.
Financial closing with RPABots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Operational finance and accountingAutomating various operational tasks in finance.
Activate phone numbers for large businessesProvision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Pre-closure Of DepositsCalculate total payable amount and transfer it to the bank account.
Loan Foreclosure MaintenanceAutomatically validate the loan foreclosure requests.
Employee onboardingDramatically compress the Employee on-boarding processes.
Claims Processing with ChatbotsClaims automation with chat bots to submit notice of loss in minutes.
Complaint HandlingA bot available 24/7 to respond and resolve customer issues.
Maintenance AutomationAutomatically re-order spare parts and equipment on reaching a threshold.
Trading Account OpeningExpedite trading account opening from hours to a few minutes.
Account PortabilityFacilitate account transfer from one branch to the other.
Learning and development administrationReview status and notify employee and manager of requirements.
Driver PayValidate and pay drivers based on route and distance travelled.
Time record validationReview for accuracy and notify any missing information.
Legacy systems batch monitoringMonitor schedulers for job status and send the status to the distribution list.
Improve customer experienceBots help contact centers reduce wait times by enabling agile support.
CV Screening & ShortlistingScreen CVs with pre-defined rules, and automate the interview/rejection process.
Automate SLA ReportsEnd to end SLA report automation for IT / Network infrastructure.
CRM Quality CheckIdentify the closure errors in service requests and change requests
Legacy systems Report GenerationSubmit jobs automatically and generate reports.
Update external websitesBot logs into a portal (eg. Vendor portal) and update information.
IP and Fraud DetectionRPA can automatically monitor your brand.
Credential creation and terminationAutomate user credential creation and access termination.
Manage transaction chargesManage the foreign bank transaction charges for different currencies.
Automate healthcare Patient CollectionsAutomate the follow-up and collection of payments from patients as required.
Competitive Intelligence & Price MonitoringAutomatically observe competition’s Pricing & react.
Vendor OnboardingLookup 3rd-party websites & update your systems.
Financial Planning and AnalysisPre-population of forecasts using historical and market data.
Employee data managementPerform Employee data administration tasks
License FormsAuto-fill in the required details in the form for each vehicle state-wise
Network ManagementTelecom providers can now use bots for repetitive incidents and events.
Create Material Serial NumberThe bot reads data from CSV file and generates serial number automatically
Vacation requestFiling a vacation request directly into the ERP with Chatbots and ERP.
Analyze customer feedbackBot enables analysis of customer feedback with accuracy.
Audit Report GenerationReduce time spent on compliance reporting by auto generating them.
Anti Money LaunderingCheck individuals against different sanction lists automatically.
Update address changes automaticallyUpdate customer address automatically as part of KYC.
Expense ReimbursementAutomated policy compliance reviews.
Track TimesheetsAutomate tracking and follow-up of timesheets.
Regulatory and Management reportingData capture and cleansing to generate regulatory reports
Shadow Credit Fraudulent ActivityDetect potential fraudulent activities and auto-report to federal authorities.
Appointment SchedulingAutomate the end-to-end appointment scheduling
Bank Account OpeningExtract customer data from documents, validate and create new accounts.
Customer RebatesCustomer rebate calculation can be automated with robots.
Outward Clearing notificationAuto-trigger a SMS to the user from the digital monitoring products (DMP).
Invoice Creation & DistributionBots create Invoices and email to respective customers.
Employee offboardingReduce the time to off-board employees.
Suspicious activity investigationSpeed up issue resolution of AML alerts and improve fraud mgmt.
Credit Card ProcessingAuto-execute all requests for new credit card and updation of credit limits.
Claims Processing from EmailBots can digitize and speed up claims processing.
Fuel consumption trackingCreate reports for every location based on the daily reconciliation
Credit ChecksBots check the credit limits of your customers before key transactions are executed.
Payroll PaymentThe Bot can log in to your bank and schedule the payments as per your payroll software or file.
Automate healthcare Claims FilingAutomate data entry into Payer portals & Exchanges.
Return Check IntimationAuto-generate return check rejection letters through ERP like SAP.
ATM Dispute ResolutionAutomate dispute resolution for non-receipt of cash from ATM.
Outward RemittanceEnable a native resident customer to transfer money of another currency.
Currency Rate UpdatesTrack and update the latest currency rates in your system.
Content MigrationAccelerate Content Migration to a New Content Management System.
Online Brokerage AccountExpedite update of the customer’s online brokerage account for shares.
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