AutomationFinancial services

Overview

Client: A multinational financial services firm, with a service portfolio that includes audit and assurance, tax and consultancy, and human resources,

Goal: wanted an automated solution for error-prone manual operations that didn’t need a significant and costly IT infrastructure upgrade.

For repeated, error-prone activities, we designed an RPA solution to minimise quality and risk management efforts.The customer has saved 37% each year, and the RPA bots have significantly improved accuracy and quality while lowering risk.

Challenges

Our client, who offers audit, assurance, tax, and consultancy services, as well as human resources, required a creative approach to optimise processes and automate

error-prone manual activities without requiring a significant and costly upgrade to its IT infrastructure. To serve its enormous network in five countries, they turned to Fluidech for a technological solution.

Solution

We assembled a cross-functional team of IT and business stakeholders to identify critical operations to automate after creating a roadmap to business goals.

We assisted the customer in vetting the best robotic process automation (RPA) software providers. We separated a significant obstacle from its dependencies

by engaging with the client’s leadership and technical team. We collaborated to create an RPA system that would minimise quality and risk management requirements.

Accomplished: Fluidech eliminated the need for countless hours of human effort, and the savings are projected to grow in the next year. A single RPA bot may fulfil the work of one

or more employees, and quality and risk management efforts for repetitive jobs have been completely removed.

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