We bring you seasoned experts Kapil and Mark, experienced in leading deployment of various technology solutions, including Process Automation. With a critical understanding of Investment Management operations, they have been pivotal to systemic business transformations.
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.