RPA Use Cases

WHOLESALE BANKING

Reduce handling times, increase data accuracy and improve customer service by leveraging RPA in banking processes

(RPA) Robotic Process Automation Use Cases for Wholesale Banking
Credit Limit Extension - RPA Use Cases for Wholesale Banking

Credit Limit Extension

Extend the limit of the cash credit and overdraft facility provided to the corporates by using RPA bots. Improve the turnaround time in the credit limit extension process, hence the bank credibility, and customer engagement.

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RPA Use Cases for Custody Obligations in Wholesale Banking

Custody Obligations

Engage RPA bots to settle the custody obligations amount shared by the exchange house from customers' accounts / settlement account based on the preference and order.

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RPA Use Cases for Daily Reports in Wholesale Banking

Daily Reports

Use RPA bots to generate balance sheet, deposit, and monetary advance report for wholesale customer and auto-send it to the credit approval team.

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RPA Use Cases for Service Tax Receipt in Wholesale Banking

Service Tax Receipt

Book the charges, such as service tax, processing fee, mortgage processing charges, and other charges, on bank products by using RPA bots.

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RPA Use Cases for Limit Loading in Wholesale Banking

Limit Loading

Create and load the credit limits for the new corporate customer or existing customer for new request from the excel sheet by using bots.

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Priority Sector Lending in Wholesale Banking using RPA - Use Case

Priority Sector Lending

Use RPA bots to shortlist the priority sector lending cases based on pre-defined criteria. Update the disbursements in the bank's core banking system.

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RPA Use Case for Wealth Statement in Wholesale Banking

Wealth Statement

Generate and provide the asset / portfolio valuation statements on a daily basis to the premium wealth customers by using RPA bots.

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Use Case for RPA in standing Instructions in Wholesale Banking

Standing Instructions

Read the standing instructions for corporate clients for NEFT/RTGS amounts. Auto-feed in the web-based application to release payment.

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NAV upload using RPA in Wholesale Banking Use Case

NAV Upload

Process the input files (scheme code) from mutual fund application, perform data massaging, extract NAV from the core system, update the application form, and auto-trigger email on process completion.

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Weekly Report Generation

Use multiple input files to create one output file and one summary file which contains data based on the business rules. Share different reports with the stakeholders.

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Wealth management updates using RPA in Wholesale Banking Use Case

Wealth Management Updates

Download the service request dumps from the analytics portal for wealth status updates of all customers as of a specified date of each month or any other pre-defined frequency. Download all service request attachments. Create a formal intimation communication, use RPA bots for further operations and trigger emails to customers.

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RPA Use Cases

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RPA Use Cases

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RPA Use Cases

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