Financial Services Automation Solutions

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

12-18

Months Return on Investment

Challenge
CCM had a number of processes where manual intervention was required by human employees holding together a number of workarounds within payment processing, allocations and reconciliations across the business.
Solution
Intelligent Automation was sought as a solution to support the reduction of these manual processes, and to serve as the framework and strategy for future financial integration programs for newly-acquired businesses and vendors.

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