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INTELLIGIENT AUTOMATION TO HELP YOUR BANK COMPETE

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With volatility, inflation, and rate hikes so high.. Give banking automation a try.

In today's banks, the value of automation might be the only thing that isn't transitory. Learn how automation improves customer satisfaction, enables best-in-class efficiency ratios, increases straight-through processing rates, and accelerates time to market.

43%

of banking processes can be automated - McKinsey

50%

of surveyed enterprises have >$1 million cost savings from automation - Everest Group

~60%

of financial services firms have embedded AI+RPA in their operations - McKinsey

Consumer Banking

Efficient workflows appraise high. Capture that value with automation.

UiPath delivers a new standard in efficiency. By elevating customer journeys, accelerating lending timelines, and modernizing KYC, automation brings Consumer Banks into today's digital age. And shortly thereafter, helps them revolutionize their entire way of operating (and innovating!)

Lending

Inefficient lending cycles? We can lend a hand Automation helps shorten the lending cycle by digitizing documents, automating mundane tasks, and giving agents a digital sidekick.

Business Use Cases:

1-Origination
​ 2-Loan Processing
3-Underwriting
4-Funding
5-Administration & Monitoring
6-Default Management

Cards and Payments

Slow down fraud, speed up dispute resolution. Find value in overlooked disputes by automating the classification and management of chargebacks and dispute resolutions.​

Business Use Cases:

​ 1-Prospecting & Application​
​ 2-Processing & Approvals​​
3-Payments & Settlement​
4-Collections & Servicing​
5-Dispute & Fraud Management​
6-Network Management

Customer Experience

Give customers the info they need, via the channel they prefer Discover smarter self-service customer journeys, and equip contact center agents with data that dramatically lowers average handling times. Transform​ the customer lifecycle journey, reducing onboarding times, and lowering lifecycle management spend by 15-20%.​

Business Use Cases:

1-Account Maintenance
2-Data Extraction
3-Customer Support​
4-Onboarding and Account Set-up​
5-KYC and Due Diligence
6-Fees and Chargebacks​
7-Account Closure​
8-Cash Withdrawal / Deposit

Risk & Compliance

Ensure compliance with an always-on ​auditing machine Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: Analyzing results.

Business Use Cases:

1-KYC and Client Due Diligence
2-Transaction Monitoring
3-Screening & Alerts Management​
4-Risk Monitoring​
5-Reporting Internal / External

Commercial Banking

We modernize the way Commercial Banks get down to business, so clients know they mean business.

UiPath delivers intelligent automation you can bank on. It connects disparate systems and makes sense of unstructured data, so you can offer exceptional service and personalize offerings at unprecedented scale.

Liquidity & Treasury

Automation helps banks streamline treasury operations by increasing productivity for front office traders, enabling better risk management, and improving customer experience.

Business Use Cases:

1-Order Management
​ 2-Order Processing​
3-Fee Management​
4-Customer Support

Client Management

Achieve frictionless onboarding with ​RPA + automation Automation accelerates​ the lifecycle journey, reduces customer onboarding times, and lowers operational spend for lifecycle management by 15-20%.​

Business Use Cases:

​ 1-Onboarding/KYC
​ 2-Account Servicing​
3-Account Closure

Commercial Lending

Volatile interest rates and inefficiencies? We can lend a hand Automation helps shorten the lending cycle by digitizing documents, automating mundane tasks, and giving agents a digital sidekick.

Business Use Cases:

1-Origination
2-Loan Processing
3-Underwriting
4-Funding
5-Administration & Monitoring
6-Default Management

Risk & Compliance

Ensure compliance with an always-on ​auditing machine Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: Analyzing results.

Business Use Cases:

1-Risk Monitoring
2-Reporting Internal / External

Capital Markets

Outperform market uncertainty with workforce resiliency

Traders, advisors, and analysts rely on UiPath to supercharge their productivity and be the best at what they do. Address resource constraints by letting automation handle time-demanding operations, connect fragmented tech, and reduce friction across the trade lifecycle.

Front Office

With RPA and automation, faster trade processing – paired with higher bookings accuracy – allows analysts to devote more attention to clients and markets.

Business Use Cases:

1-Order Management
​2-Trade Booking
3-Model Maintenance
​ 4-Portfolio Rebalancing​
5-Security Lending​
6-Counterparty Relationship Management

Client Servicing

Time spent with clients beats time spent with paperwork. Accelerate time to process a request with greater straight-through-processing rates and more client coverage.

Business Use Cases:

1-New Accounts
2-Client Onboarding​
3-TCA Reporting​
4-Fee Management​
5-Connectivity
6-Trade Allocations

Operations

Automation lets operations operate automatically. Introduce end to end straight-through-processing to otherwise disconnected teams, applications, and channels.​

Business Use Cases:

​1-Clearing​
​2-Trade Settlement
​​ 3-Collateral Management
​ 4-Corporate Actions​
5-Reconciliation​
6-Reference Data Management

Risk & Compliance

Ensure compliance with an always-on ​auditing machine. Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: Analyzing results.

Business Use Cases:

1-KYC and Client Due Diligence
2-Transaction Monitoring​
3-Screening & Alerts Management
​ 4-Risk Monitoring​
5-Reporting Internal / External

Improve Customer and Employee Experiences with Automation in Banking and Financial Services

Learn how automation improves customer satisfaction, enables best-in-class efficiency ratios, increases straight-through processing rates, and accelerates time to market.

Robotic Process Automation platform empowers your workforce with unprecedented resilience—helping organizations thrive in dynamic economic, regulatory, and social landscapes.

Get in touch

For more information and details on how you can transform and automate your banking processes, please do not hesitate to get in touch with us.

Ogni is a provider of enterprise solutions for AI and automation technologies. Our solution automates overall customer and employee communication experience. We are a performance partner that eliminates inefficiencies.
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