Process Automation
for Banking
Clicks minimization. Routine tasks automation. Accuracy improvement
Leading a financial, regulatory compliance, or customer success department of a bank you may have seen the tremendous number of repeatable operations done by your managers’ team manually every day.
What else could be automated?
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Data identification: OCR, Data identification and classification (invoice numbers, transaction numbers, names, etc.)
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Files and Folders management (creation, renaming, comparing, merging, deletion, etc.)
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Notifications, e-mails creation, sending, sorting, and replying
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Clicks of any purpose (Copy and Pasting, etc)
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CBS, ERP, CRM data management
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Whatever else, you would not want to do manually
Featured Cases
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