Machine Magic

Breaking time barriers: 66,000 hours saved and counting by Transforming Fund Transactions

Problem

  • Traditional mutual fund order processing faced
  • Delays
  • High operational costs
  • Extended transaction times

Solution

  • Deployed state-of-the-art automation tools specific for financial transactions.
  • Strictly followed company policies and procedures.
  • Streamlined mutual fund transaction workflow.
  • Integrated real-time data processing.
  • Ensured compliance throughout.
  • Reduced processing times by 50% - an industry benchmark.
  • Annual savings: 66,000 hours, leading to significant cost efficiencies.
  • Elevated client trust and satisfaction with faster transactions.

My Role/Responsibilities

  • Business Analysis
  • Automation Deployment
  • Financial Workflow Streamlining