ABOUT THE CLIENT

A leading wealth management company in India, serving over 400 customers. The client specializes in managing multiple financial institution funds, requiring daily fund performance reports to maintain transparency and customer satisfaction.

NEED

The client struggled with an entirely manual process to generate daily performance reports

• Gathering data from multiple sources.

• Consolidating, formatting, and sorting reports.

• Sending reports to customers via email.:

This labor-intensive task required 6–7 hours daily, consuming significant resources and leaving room for errors.

SOLUTION

ROR Technologies implemented an end-to-end automated solution using UiPath RPA tools:

• UiPath Studio and UiPath Attended BOT were deployed to automate the process.

• Reports were downloaded from various sources.

• Data was read, extracted, and consolidated into a predefined Excel template.

• The BOT formatted and sorted funds by top 5 ranks.

• Final reports were emailed automatically to respective customers.

Key Automation Steps:

BENEFITS