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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
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close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Overview
Robotic Process Automation (RPA) can rescue back-office procedures from high degree of manual processing, avoidable high expenses and errors. It eliminates dependence on multiple business functions and systems through IT systems integration.
Our RPA delivery framework enables organizations to create a fast, accurate, cost-effective, and round-the-clock virtual workforce for various operations—leading to operational excellence. We have proven experience in helping organizations successfully implement and create an effective strategy for RPA deployment.
Key Features
- SmarTransfer (Account Transfer Process) Automated account transfer and tracking framework, built over ACATS, CBRS and other services in the US market and aligned with ALTUS in the UK market. The framework covers the entire account transfer lifecycle from request initiation to settlement.
- Automated (RPA) mutual fund payouts Fully automated processing of about 4,000 to 5,000 Mutual Fund accounts per month as a fund reaches its income payable date. The income payout is made by either of the two options chosen by an investor and stored in the system of record—cash paid back to the investor or the dividend reinvest into the fund.
- Automated data Management and quality Automated execution of business rules for data scrubbing and applying match and merge rules for reconciling data pertaining to securities, pricing, forex, ratings, instruments, and corporate actions using Markit EDM. This helped create a unique identifier for a security enabling client to spend lesser time on data reconciliation and more accurate reporting across different asset classes, equity funds, and other investment vehicles.
- Back-office BPM (Pega) implementation: Have modernized and re-engineered 150+ business processes and sub-processes in the back-office area with more than 10+ integration touchpoints with 20% reduction in FTE that required human intervention to an automated system based on Pega BPM. This led to 80% increase in operational efficiency, 128% increase in SLA adherence (time-to-respond), and 500% improvement in accuracy and efficiency in matching and routing the incoming service request to through mails and faxes.
Key Benefits
- Cost-savings: Reduces operational costs by 40-65%
- Accuracy and Compliance: Every step, every expensive and error-prone manual process/steps are digitized using RPA, reducing errors and improved quality and compliance
- Productivity: Working 24X7, helps deliver more work in a shorter span of time
- Scalability: Makes it easier to cope with volume fluctuations (in response to business growth) coupled with speed, agility, and resilience
- Customer satisfaction: Improves efficiency and process accuracy through reduced queries and complaints while minimizing service delivery time, leading to higher customer satisfaction
- Transformation: Identifies bottlenecks and streamlines processes, transforming the way clients do business
Product/Service details
SOLUTION OR SERVICE TYPE