
- Home
- Company
Become a Fully Automated Enterprise
Schedule a call with us to discover how companies can enable every employee to use, create, and benefit from automation
- Services
Become a Fully Automated Enterprise
Schedule a call with us to discover how companies can enable every employee to use, create, and benefit from automation
- Solutions
Become a Fully Automated Enterprise
Schedule a call with us to discover how companies can enable every employee to use, create, and benefit from automation
Creatio CRM
- Contact Us
INTELLIGIENT AUTOMATION TO HELP YOUR BANK COMPETE
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.

Quick Contact
- Ogni House
- 138-C, Sukhchayn Gardens, Lahore, Pakistan
- +92 (302) 863 6111
- team@ogni.ai
Solutions
- Contact Centers
- Human Resources
- Sales and Marketing
- Banking
- Insurance
- Healthcare
- Retail