SECTOR
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Take the big leap with RTS.
Volume management
The financial sector is currently plagued by challenges such as credit growth, the importance of data security, the threat of new competitors, changing regulations and high customer expectations. Most importantly, this sector faces the great challenge of innovation, a need to streamline processes and find new business models and ways of doing business.
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.
The challenge
The financial sector is currently plagued by challenges such as credit growth, the importance of data security, the threat of new competitors, changing regulations and high customer expectations. Most importantly, this sector faces the great challenge of innovation, a need to streamline processes and find new business models and ways of doing business.
Talk later?
Given the circumstances, we are talking about the industry most involved with RPA to date. 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/clients in the system.
- Budget Control
- Origination and optimization of loans or mortgages
- Supervised/assisted automation of customer service
Differential factors
SHOPPING
- Price list
- Fee documents
- Budget Control
OPERATIONS
- Customer work orders
- Mail monitoring
LOGISTICS
- Creation of staff schedules
CUSTOMER SUPPORT
- Follow-up/reminder emails
- Submission of reports
HUMAN RESOURCES
- Payroll
- Ups and downs
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Guiding you through the process
At RTS we advise you on the choice of the business process to automate as well as on the selection of the RPA technology. We will advise you on the installation of the robot license and in the programming of the robot until the customer is satisfied with the end result.