Financial

About the Client

The ASK group with a heritage dating back to 1983 is a diversified Financial Services group renowned for its strong research-based investment advice.

Business Requirements

High manual effort invested for request creation daily by Operation Team
Time bound repetitive activities and critical to decision making
Download digital data feeds from multiple websites, validate , consolidate and share with quality
High Op-Ex cost
Sub optimal usage of Human talents

Our Solution

- Conducted multiple workshops with Operation team and key leadership team members.
- Analyse repetitive request creation and report generation
- Implemented Automation via the below–
  - Initiating Request
  - Downloading files and processing of data
  - Upload files into data storage
- Python based solution for Data validations & consolidation
- TechForce based solution for process automation and sharing of data
- Secure – Automation through native access management, digitally signed scripts and obfuscation
- Modular – Multi bot architecture to cater to various use cases
- Performance- Ability to scale horizontally based on volume of requests

Business Benefits

Initiation of Request and downloading of reports are achieved after working hours
High accuracy in calculations.
On time upload of the files and the feeds.
Optimal usage of human personnel
30% cost reduction in operation