Get real-time access to customer information,
accelerate customer request resolution, and identify
additional product/service needs.
Simplify and automate manual processes, eliminate
processing errors, and reduce operational risk.
Improve customer service by providing real-time
access to customer data and accelerate requests’
completion.
Improve process productivity by intelligently
automating repetitive processes.
Realize immediate RoI by deploying intelligent
automation in less than 3 months.
Put automation in the hands of your bank’s advisers,
in customer-facing functions.
Improve productivity and reduce manpower costs by
automating manual and data-intensive processes.
Improve KYC/AML analysis, automate ongoing
transaction monitoring, and track regulatory
changes
We helped a leading private sector bank intelligently automate their general ledger (GL)monitoring and reconciliation process to significantly improve their CMS profitability and efficiency through Perpetuuiti’s Intelligent Automation Platform.
iBoTs from the Perpetuuiti iAutomation Platform improved our client’s CMS profitability by massively improving the operational efficiency and effectiveness of GL monitoring and reconciliation process - by identifying cash balance mismatches in GLs at the BoD rather than current practice of EoD and take corrective actions in the current business day. Through this intelligent automation the bank was able to gainfully deploy the cash balance and earn net interest margin rather than losing interest money by virtue of not deploying the cash balance.
Automate new account setup activities and streamline data collection from internal and external systems for Customer Due Diligence, and Onboarding.
Apply intelligent automation to extract and index documents, order third-party reports (credit, appraisal, title, flood certification), validate loan data, and streamline loan underwriting.
With the help of iOCR, system can read the information from documents and complete the process within seconds.
Our iBoTs works 24/7 with fewer FTEs increasing the efficiency of the process
Our AI-infused iBoTs ensure compliance with KYC and AML regulations, and develop an accurate client risk profile, support fraud identification, and conduct ongoing account monitoring.
Intelligent automation enables CSRs to access and aggregate data across multiple systems, handle change requests, cross-sell financial products, and interact with underwriters/supervisors in real time.
We helped a leading stock exchange automate their BoD and EoD processes across different systems and applications’ portfolio including command line, GUI, Windows and web-based operations to considerably optimize the process-execution time and significantly reduce dependency on SMEs by deploying iRPA from Perpetuuiti’s Intelligent Automation Platform.
iRPA from the Perpetuuiti’s Intelligent Automation Platform enabled comprehensive automation of the scheduling of BoD and EoD processes on a single-click, while also facilitated a centralized management dashboard to monitor all configured jobs from various application servers. Deploying this scalable automation, the stock exchange was able to eliminate operational errors and overheads while also reducing their TCO significantly.
We helped a leading private sector bank intelligently automate their general ledger (GL) monitoring and reconciliation process to significantly improve their CMS profitability and efficiency through Perpetuuiti’s Intelligent Automation Platform.
iBoTs from the Perpetuuiti iAutomation Platform improved our client’s CMS profitability by massively improving the operational efficiency and effectiveness of GL monitoring and reconciliation process - by identifying cash balance mismatches in GLs at the BoD rather than current practice of EoD and take corrective actions in the current business day. Through this intelligent automation the bank was able to gainfully deploy the cash balance and earn net interest margin rather than losing interest money by virtue of not deploying the cash balance.
We helped a new generation private sector bank intelligently automate their UID Creation/ Modification/ Deletion process for 42 applications. This significantly improved their process efficiency while drastically lowering their manpower expenses
Bank has the service desk process for all the User Identify Management requests using CRM tool such as Service Desk Manager. There are 500+ user requests coming to bank’s backend operation team. iBoTs from the Perpetuuiti iAutomation Platform improved our client’s process profitability by massively improving the operational efficiency and effectiveness of UID management process - by using application APIs, Artificial Intelligence (AI) to perform the bucketing of tickets onto the respective categories and also exception handling.