Client Lifecycle Management is ripe with inefficiencies and pain points that are prime candidates for automation.
RPA in Action: Client Lifecycle Management
Contact us to learn more about our RPA Proof of Concept demos!
1. AML/KYC Refresh
2. BSA/AML KYC Operations
3. KYC Client Onboarding
4. BSA/AML Client Screening
5. AML Transaction Monitoring
7. Ops Testing
8. Credit Underwriting
A Top-tier financial institution received numerous MRAs and MRIAs for failu…
There is not one right answer when selecting a standard framework; executio…
LIBOR and other Inter-bank Offered Rates (IBORs) came into widespread use i…
A large foreign banking organization needed support standing up industriali…