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