Finance-i-Search-RPA Robotics Free Download|Providing Process Automation Solutions

Financial industry solutions

In our Phase II RPA project, more than 70 RPA scenes have been implemented in 12 departments such as planning and finance department, audit and compliance department, network finance department and credit card center. These scenes have comprehensively optimized our business processes, improved operational efficiency and saved a lot of costs.

———Head of Information Technology Department of a bank

Application prospect of financial industry

The financial industry with massive data has always been the "pioneer" of global digital transformation. According to the data of Gartner's survey on investment and application trend of innovative technologies in 167 well-known financial organizations around the world in November 2020. Mature RPA is one of the four innovative technologies with the strongest investment desire in the financial industry.

As an emerging "digital labor force", RPA can replace or assist people to complete repetitive labor with clear rules, and can be deployed quickly and flexibly, respond to business needs in time, greatly improve business process efficiency, reduce error risk of manual operation, and realize the automation and intelligence of financial institution processes, so as to reduce costs and increase efficiency. At the same time, it can avoid business risks, provide more in-depth market analysis, and realize the differentiation of financial institutions in business and efficiency.

Bank Insurance Financial securities

iS-RPA application scene cases

It has rich applications in more departments such as banking operation management, planning finance, network finance, human resources, asset management, auditing, credit card center and so on.

Operation management department - Corporate Account PBOC reporting

The bank's corporate business department needs to submit daily opening information of business network to the PBOC for filing. The business personnel of the original outlets need to manually query the opening information every day, complete the collection, and log in to the PBOC system for manual submission. After the submission is completed, the operator sends it to the business network personnel by mail. Now RPA is used to realize the reporting automation.
Summit information entry

Download to information entry from email files; upon comparison and keyword highlighting, the final email is submitted to all departments, and the whole process is fully automated. Compared with labor, it not only saves human resources, but also has high efficiency, timeliness and zero error rate.

iS-RPA application scene cases

It has rich applications in other many departments such as insurance group policy, customer service center, claim settlement and underwriting

Operation Department - auto insurance group insurance policy entry

Auto insurance group purchase order has many data, heavy workload, time-consuming and laborious. It needs to be carried out in manual operation: operator's information, vehicle information, related person's information, insurance liability, compulsory insurance information, special agreement, summary information and others. After using RPA, the efficiency is greatly improved!
RPA operation application - Multi-page information integration

In principle, when reviewing a single case, the loss auditing post needs to view, verify and review more than 41 basic auditing points, more than 25 system pages and hundreds of page information.

Through development of RPA technology, when reviewing a single case, the loss auditor only needs to open a main interface and spend 5-8 seconds. The background automatically grabs the key information scattered on different pages to form a centralized information report, and can directly prompt the audit results by configuring the background rules and the background comparison with the page information.

iS-RPA application scene cases

It has rich applications in other departments such as economic business of securities industry, investment banking, asset management and self-operated securities.

Monthly reporting of financial securities

Manual report sorting is time-consuming and inefficient, and the switching of similar files is also prone to input errors. RPA robot sorting reports can achieve zero error rate of information retrieval, improve working efficiency and share information in time.
Fund capture

From platform information acquisition and input to the final email sending management department, the whole set of workflow realizes full automation with robot, which has a higher accuracy than humans. RPA has incomparable advantages in dealing with boring, repetitive and low-valued work.

iS-RPA changes to the financial industry

Higher efficiency

Replace humans to conduct more work in process
Higher efficiency
Lower costs

Save a large amount of labor force
Lower operation costs
Reduce errors

Manner of robot simulation
Reduce occurrence of business errors
Non-invasion

Without necessity for system alteration, but use RPA for series connection
of massed system and platform data
Develop employees' potential

Let employees have more time and energy
to conduct work with more creativity
To enhance customer satisfaction

When customers handle businesses, less time for waiting
Higher satisfaction