Banking & Finance


The financial industry, with market fluctuations, strict regulations and constant changes in legislations, requires companies to improve their flexibility and speed in upgrading their processes.

Financial organizations handle huge amounts of data from many different sources and formats, with the added challenge that confidential information must be handled following the highest security and privacy standards.

Robotic process automation has become a perfect solution for banks and financial companies seeking to take advantage of massive amounts of data that can be processed and analyzed to make business decisions or to provide enhanced services.

In such a strongly regulated industry, any failure in processing information has an elevated cost for corporations. Software robots drastically reduce error rate, while processing and interpretation of data is optimized.

Some examples of tasks that can be automated with Robots Software in the banking and financial sectors are:

Investor information document (KIID)

Regulatory compliance

Corporate reporting

Data migration

Delivery of certificates