Client Asset Management System Daily Report Automation

Transforming daily reporting processes with RPA automation

 Key Solution: Robotic Process Automation (RPA)

Challenge

The Risk Monitoring and Compliance Department faced significant hurdles in managing daily report downloads:

1.Manual Processes: Requiring daily logins to multiple systems to retrieve fixed and position statements.

2.Time-Intensive Tasks: Repeated manual steps consumed valuable working hours.

3.Error-Prone Operations: High likelihood of omissions and errors, risking compliance.

4.High Timeliness Demand: Reports needed to be generated and sent within tight timeframes.

Solution – Automation Workflow

RPA Bot automatically logs in to the VAS to export reports and send emails.

Before Implementation:
  • Full-day manual effort required.
  • Limited by human speed and prone to delays.
  • Manual processes led to errors and increased operational risk.
After Implementation:
  • Improved process speed over manual efforts.
  • Saved an average of 13 man-days per month, freeing personnel for higher-value tasks.
  • Rule-based automation ensures 100% accuracy in report generation.
Impact

100% Accuracy

15x Efficiency

0 mins Labour Time


2 mins Position Report Processing

15 mins Daily Fixed Report Processing

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