Increase Efficiency and Reduce Risk with Process Automation

Automate repetitive back-office tasks, ensure compliance, and empower your team to focus on high-value work with a custom Business Process Automation (BPA) solution from Digisperts.

The Challenge

A financial services firm was being slowed down by manual, time-consuming processes, which increased operational costs and the risk of human error.

Repetitive Manual Data Entry

Employees spent hours each day
manually entering and reconciling
data from various sources into core
systems.

Time-Consuming Reporting

The generation of daily and
monthly reports was a laborious
manual task, delaying access to
critical business insights.

High Risk of Human Error

Manual processes were inherently
prone to errors, creating significant
financial and compliance risks.

Our Process

Process Discovery & ROI Analysis

We worked with the client to identify and map the processes with the highest potential for automation and calculated the expected ROI.

Solution Design & Technology Selection

We designed the automation workflow and selected the best-fit RPA and integration tools for the job.

Bot Development & Testing

Our automation engineers developed and rigorously tested the software bots in a sandboxed environment.

Deployment & Performance Monitoring

We deployed the bots into the live environment and implemented dashboards to monitor their performance and the value being delivered.

Process Discovery & ROI Analysis

We worked with the client to identify and map the processes with the highest potential for automation and calculated the expected ROI.

Bot Development & Testing

Our automation engineers developed and rigorously tested the software bots in a sandboxed environment.

Solution Design & Technology Selection

We designed the automation workflow and selected the best-fit RPA and integration tools for the job.

Deployment & Performance Monitoring

We deployed the bots into the live environment and implemented dashboards to monitor their performance and the value being delivered.

The Digisperts Solution

Digisperts developed a suite of custom software bots and integrations to automate the firm's most critical back-office workflows.

Robotic Process Automation (RPA)

We deployed software bots to mimic human actions, automating data extraction from PDFs and emails, data entry into multiple systems, and data reconciliation.

Automated Report Generation Engine

We built a system that automatically pulls data from various sources, compiles it into branded report templates, and distributes them to stakeholders on a pre-defined schedule.

Automated Compliance Monitoring

A rules-based engine was created to automatically flag transactions and accounts for review based on pre-set compliance criteria, streamlining the audit process.