Financial Services

Bringing FinTech innovation to your operation today

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Become the finance organization of tomorrow

We bring fintech innovation to your operation today so you can become the financial services organization of tomorrow. Our platform will provide the opportunity to automate processes across your organization to meet your operational objectives and regulatory requirements. With virtual workers, you can rest assured that you will be delivering a compliant and customer-centric service – at a significantly reduced cost.

6 Process Examples

Customer Onboarding

Make your customer onboarding simple by automating application processing. Whether it’s opening new accounts, know your customer(KYC), credit checks or data migration, our Virtual Workforce can automate it for you.

Accounts Payable & Receivable

Our Virtual Workforce ensures that your accounts are taken care of – without the heavy lifting. Seamlessly automating your accounts receivable and payable to ensure symmetry in transactions.

Fraud Prevention

Protect your customers’ accounts from fraud with Virtual Workers. Automated analysis of your data checks for unusual behaviour so you can safeguard your customers’ accounts.

Compliance and reporting

Deliver compliant and accurate reporting – without expanding costs. Wherever your business is based, our automation platform can accurately automate your legal and regulatory obligations.

Transaction Processing

Keep your business transactions moving using Virtual Workers. Our platform will ensure your transactions are completed and reconciled – so that your data is up to date in an instant.

Investment Management

Your investments can be managed and advised by our Virtual Workforce. Whether through automation of investment payments or analysis of investment opportunities, our virtual workers make sure there is always a return.

Case study

£1.5m

saved annually

Challenge
As one of the oldest mutual life assurance companies in the UK, this organization was searching for a way to better serve their customers. Their employees processed inbound requests on an 18-year-old mainframe application which they couldn’t replace.
Solution
By implementing our platform, they didn’t need to replace their current systems and could now deliver the modern digital service they desired.

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Resources

Do you want to find out more about intelligent automation? Take a look around our resources area – for all the latest case studies, data sheets, videos and more.

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