A Leading Financial Institution in UAE

A Leading Financial Institution in UAE

About the company

We were reached out by an organisation that had been working in the financial investment space for several years, within the UAE. This firm had a vast portfolio with a large volume of investments and transactions on a daily basis.

Reviewed on

Hours delivered back to the business


SOX compliance in Settlement process automation


Success rate of bot case completion


For functional release of OBT, RTS and OGS

The Challenge

One of the major pain points for organisations in the financial industry, specifically investment firms, is the clunky processes. The financial firm was struggling with managing investors money as well as agent invoicing. They wanted a system in place that would allow them to track and record the incoming and outgoing cashflow, the agent and investor information and all the documentation in a centralised system. 

The Solution

After conducting a through overview and analysis of the existing system, we identified the need to automate certain manual processes and creating a centralised hub which contained all the data pertaining to the investment firm. 

We developed a solution that handle prospects (Investors) and assigned owners (salesperson/agents). The solution also created a workflow for all won investments. This helped the firm track agent commission, investors’ cashflow, and the entire process would then be passed to the investment management team. 

We also created a document management system that allowed the firm to upload documents, track applications, track investors performance, amount, payments, returns, and any associated documentation. 

The Results

With the help of the dashboard we developed, the firm saw a substantial increase in their daily productivity with most manual processes being automated. The efficiency and performance also improved, and the firm saw better transparency between their agents and investors. 

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