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