Reduce handling times, increase data accuracy and improve customer service by leveraging Intelligent Automation in banking processes
Automation Use Cases for Wholesale Banking
Extend the limit of the cash credit and overdraft facility provided to the corporates by using Intelligent Automation. Improve the turnaround time in the credit limit extension process, hence the bank's credibility, and customer engagement.
Engage Intelligent Automation to settle the custody obligations amount shared by the exchange house from customers' accounts/settlement accounts based on preference and order.
Use Intelligent Automation to generate balance sheet, deposit, and monetary advance reports for wholesale customers and auto-send them to the credit approval team.
Book the charges, such as service tax, processing fee, mortgage processing charges, and other charges, on bank products by using Intelligent Automation.
Create and load the credit limits for the new corporate customer or existing customer for new requests from the Excel sheet by using Intelligent Automation.
Use Intelligent Automation to shortlist the priority sector lending cases based on pre-defined criteria. Update the disbursements in the bank's core banking system.
Generate and provide the asset/portfolio valuation statements on a daily basis to the premium wealth customers by using Intelligent Automation.
Read the standing instructions for corporate clients for NEFT/RTGS amounts. Auto-feed in the web-based application to release payment.
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.
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.
Use Intelligent Automation to 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, and trigger emails to customers.
Intelligent Automation is a direct function of People-Process-Technology integration.
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Datamatics deployed Intelligent Document Processing (IDP) solution, TruCap+ powered by Artificial Intelligence and Natural Language Processing (NLP)
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Check how the Customer KYC Automation process is automated with the Datamatics Intelligent Automation platform.
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Bankers' Guide To Robotic Process Automation
What you get:
- A list of 100+ RPA banking use cases & examples that can be automated with Robotic Process Automation
- RPA use cases & examples across Retail Banking, Corporate Banking, Direct Banking and Trade Finance