Automation Ideas

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Banking
Chatbots
Compliance
Customer service
Finance
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Sales
SCM
Telecom
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Data Transformation
Bots can transform data into a structured and uniform format.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Accounting change
Automating data collection for leases or revenue transactions
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Operational finance and accounting
Automating various operational tasks in finance.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Customer onboarding
Collect and retrieve data from agencies to speed up onboarding.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Claims Processing from Email
Bots can digitize and speed up claims processing.
Inventory Auditing
Auto-confirm if your stocks are in order.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Customer Rebates
Customer rebate calculation can be automated with robots.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Learning and development administration
Review status and notify employee and manager of requirements.
Update address changes automatically
Update customer address automatically as part of KYC.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Record Maintenance
Automatically maintain records as per government regulations
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Employee offboarding
Reduce the time to off-board employees.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
IP and Fraud Detection
RPA can automatically monitor your brand.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Payment matching
Match payments received against invoices.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Background Checks
Automatically access comprehensive information & check.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Automate journal entries
Process email, perform compliance checks and process the Journal entries in ERP.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Loan Reconciliation
Collate large-sized records received from various channels.
Expense Reimbursement
Automated policy compliance reviews.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Customer Onboarding/Offboarding
Telecom providers can streamline customer data addition and removal.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Account Portability
Facilitate account transfer from one branch to the other.
Invoice processing
Extract invoice data and input into systems.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Track Timesheets
Automate tracking and follow-up of timesheets.
Credential creation and termination
Automate user credential creation and access termination.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Vendor Activation
Upload files received from vendors directly to the banking system.
Anti Money Laundering
Check individuals against different sanction lists automatically.
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Content Migration
Accelerate Content Migration to a New Content Management System.
Stress testing
Automate CCAR data aggregation and consolidation.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Time record validation
Review for accuracy and notify any missing information.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Appointment Scheduling
Automate the end-to-end appointment scheduling
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Mortgage applications
Automate the mortgage application inputs, validation and status.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Employee data management
Perform Employee data administration tasks
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Currency Rate Updates
Track and update the latest currency rates in your system.
Position management
Compare and report comp & headcount against budget.
CRM Quality Check
Identify the closure errors in service requests and change requests
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Vendor Onboarding
Lookup 3rd-party websites & update your systems.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.

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