RPA for Financial Services
Robotic process automation built for financial advisors and wealth management firms. Security-first, compliance-focused automation that handles your document-heavy workflows.
Common Challenges in Financial Services
These are the pain points we hear from financial services companies every day.
Compliance and Regulatory Documentation
Staying compliant with ever-changing regulations requires meticulous documentation. Manual processes create gaps that expose your firm to risk.
Manual Data Entry from PDFs and Forms
Client forms, account applications, and financial documents arrive as PDFs. Extracting data manually is slow, error-prone, and painful.
Client Onboarding Delays
New client onboarding involves multiple forms, identity verification, compliance checks, and account setup. Each step adds friction and delay.
Report Generation for Clients
Creating personalized client reports requires pulling data from multiple systems, formatting spreadsheets, and generating PDFs. It takes hours every month.
CRM Data Quality and Salesforce Management
Your CRM is filled with incomplete records, duplicate entries, and outdated information. Keeping Salesforce or HubSpot clean is a constant battle.
Secure Data Handling Requirements
Financial data must be protected at all times. Every workflow needs encryption, audit trails, and compliance with data privacy regulations.
Financial Services RPA Solutions
From AI-powered document processing to automated compliance workflows, we build secure automation that handles your most sensitive data.
Automated Compliance Document Processing
AI extracts data from compliance forms, generates audit trails, and routes documents for approval. Everything tracked and timestamped.
AI-Powered Data Extraction from Financial Documents
Upload PDFs, tax forms, or client applications. AI extracts the data, validates it, and populates your systems automatically.
Streamlined Client Onboarding Workflows
Automated client intake with identity verification, compliance checks, account setup, and welcome sequences. From lead to client in hours, not weeks.
Automated Client Reporting and Portfolio Updates
Monthly or quarterly reports generate automatically from your portfolio management system. Personalized for each client and delivered on schedule.
Salesforce CRM Automation
Auto-update client records, de-duplicate entries, sync data from external sources, and create automated follow-up sequences.
Secure Document Management
Encrypted storage, version control, automated retention policies, and audit logs. Full compliance with data privacy regulations.
Real Results from Financial Services
How we helped a Financial Services company transform their operations.
Regional Wealth Management Firm
Challenge
Onboarding new clients took 2-3 weeks due to manual form processing, compliance checks, and account setup across multiple systems.
Solution
Implemented RPA solution with AI document processing, automated compliance workflows, and CRM integration. Built secure data handling with full audit trails.
Results
- Client onboarding reduced from 2-3 weeks to 2-3 days
- 18 hours saved per week on document processing
- 95% reduction in data entry errors
- Full compliance audit trail for every client
- Improved client satisfaction scores by 40%
Services for Financial Services Firms
Explore our services tailored to financial services needs.
Integrations Common in Financial Services
We integrate with the tools financial services companies already use.
Ready to Automate Your Financial Services Workflows?
Get a free RPA audit for financial services. We'll identify where automation can save you time while maintaining full compliance.
Get Your Free Financial Services Automation Audit