Banking and Financial Success Stories

Automated interest rate swap confirmation process using robotic automation for a Financial client by integrating excel and web based ticketing & front office system which results in 80% improvement in turnaround time and reduction of 65% of the person hours to process the interest rate swap confirmation.

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Digitized and automated account servicing system by eliminating centralized manual daily paper scanning of hundreds of thousands of documents by integrating with file management system.

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Automated end to end CounterParty Confirmation Process involved email management, document digitization using Abby OCR, ticketing system, and back end system integration using REST API. This is the dedupe process to verify interest rate swap transactions against counterparty confirmation documents. It helps the organization reduce person dependency by 50% to 60%, repurpose existing resources for more critical tasks , increased accuracy and reduce human error which resulted in an overall cost saving of approximately 64% and improves SLA by 43%

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Designed and implemented a new account opening process in the Bank centers and the Contact Centers to introduce a more systematic new Account opening process that develops new account experiences into happy, profitable, and loyal relationships.

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Designed and Developed one of the biggest user base based end-to-end Mortgage systems to accommodate CFPB compliance. This new system seamlessly integrated with file management and reporting systems.

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Created an end-to-end Dispute Management system for both Issuer and Acquirer bank disputes. Enhanced Smart Dispute solution for DISCOVER and AMEX apart from existing MC Mastercard and VISA functionality.

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Automated AOD / EOD data generated by different systems to generate region, country-wise reports periodically for a multinational banking and financial company. Reports like credit card processing, credit monitoring, risk monitoring, foreign exchange transactions, etc are generated through this automated process. Now the same human efforts are used to work on more critical tasks. It helps the organization to generate improvement in the quality of deliverables, reduction in human dependency, improvised SLA, and cost savings of approximately 55% to 60%. 

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Automated trade reconciliation process for a multinational banking and financial company. The process involves aggregating data from discrete data sources and applications having different data formats. Implemented unique logic to generate reports based on different stakeholders mapped in different ways. This helps organizations improve accuracy & SLA by 55%, repurpose human errors on more critical tasks, reduce human dependency by 90%.

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Automated license renewal process for a multinational banking and financial company. Automation uses 3 separate systems to fetch the customer and relevant other business information to renew the licenses. It helps to identify the accounts which are due for renewal and if there are any standing instruction tagged. It takes each customer account for which the request for renewal is pending, retrieves customer information, and other relevant business information for license renewal from three different systems, validates the business information against license renewal steps/business rules (if-else conditions). If all business rules are satisfied, automation updates the source system with relevant business & customer information and renews the license. This helps organization improve SLA by 20% and improve the quality of deliverable, reduced person dependency by 25% to 40%, repurpose human efforts on more critical tasks and cost-saving between 20% to 30%.

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Replaced a legacy Contact center application with a next generation CRM/BPM based Client Service system. This end-to-end Workflow solution is integrated with core systems and processes allowing faster resolution and tracking for client’s queries.

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