Conventionally, investment management firms’ back offices are loaded with intensive manual work— transcribing data between legacy IT systems, email applications, and internal spreadsheets. However, since process automation has burst onto the scene, manual procedures have taken a back seat, presenting a golden opportunity for organizations to enhance their tech services and free-up resources.
That said, firms may not benefit sustainably and efficiently without coherent strategies and standardized automation processes. Damco, as a leading technology and digital transformation partner, pilots the best possible solution that comes with maximum benefits like cost savings, increased capacity, risk reduction, improved client experience, and enhanced employee engagement.
Our experts give you a glimpse of our procedure and expertise through a detailed discussion on how investment management firms can get started with process automation. How their peers utilize the technology and register incremental ROI, the standard functions where automation can be applied, and how these add up to prepare organizations to brace up post the COVID-19 market landscape.
Missed the Live Webinar? Watch it On-Demand.
What You’ll Learn
With this webinar you will be informed about the potential of Process Automation and RPA in Financial Services. Explore opportunities to automate core business processes in operations, portfolio management, client on-boarding, sales automation, reporting and backend processes.
Opportunities for Automation
Business processes that are inherently amenable to automation and the ones that require phased strategic implementation.
Addressing Implementation Challenges
Key criteria for addressing challenges when selecting automation to leverage maximum advantage.
Peer-proven Cases of Automation
Solutions for diverse challenges that can be extrapolated to standard functions of Investment Management firms.