SECTOR
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Volume management
Finance Sector: Banks and financial institutions have a large volume of information to process, which is usually done manually. In order to reduce the time spent by employees on these tasks, as well as reduce errors and risks that may occur, many institutions in this industry have turned to RPA to automate processes.
A real challenge
In an environment currently plagued by challenges in the finance sector such as credit growth, the importance of data security, the threat of new competitors, changing regulations and high customer expectations, the financial sector faces the great challenge of innovating, streamlining processes and seeking new models and ways of doing business.
Shall we talk?
Given the circumstances, we are talking about the industry most involved with RPA so far and with great results. Among other things, the most common projects that have been developed in these companies include:
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- Automation of the incorporation of new accounts/customers in the system.
- Budget control
- Loan or mortgage origination and optimization
- Supervised/assisted customer service automation
Differential factors
PURCHASING
- Price list
- Fee documents
- Budget control
OPERATIONS
- Customer work orders
- Mail monitoring
LOGISTICS
- Creation of personnel schedules
CUSTOMER SERVICE
- Follow-up/reminder emails
- Sending reports
HUMAN RESOURCES
- Payroll
- Additions and removals
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We advise you
At RTS we advise in the choice of the business process to automate as well as in the selection of the RPA technology, the installation of the robot license that can be attended or unattended according to need and finally, in the programming of the robot and validation of the final result together with the user.