Leading Investment Bank Trade Settlement

Implementation Time

4 Months

The Challenge

The customer needed to automate this process because it involved significant manual processing, high-propensity to errors & high cost of operation. The specific challenge lay in identifying unmatched and pending trades with the Counter-Party and Custody for various geographical regions. The process required heavy investigation and coordination with multiple units over e-mail.

The Solution

Once the information was received by e-mail, it was instantly downloaded. The UiPath Robot automatically performed validation. It searched for trade details, identified unmatched and pending trades, and updated the transaction numbers and counterparty details in a spreadsheet. It then sent out an e-mail to the Custody and Counter-Party with the update.

Reduction in Average Handling Time
Errors reduced to 0%
Hours released to the business (year)

Processes Automated

Validation, searching and matching of pending trades. Email to custody and counter-party

Let’s discuss your innovation

Ntansa is recognized as a leader across our core industries and service offerings. Our clients hire us for delivering results. Our values and experience in intelligent automation brings strong domain expertise aligned with specific industry and technology solutions to deliver real transformative outcomes for our clients.

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