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