Transform Investment Management Services with Process Automation

Investment management firms often grapple with intensive manual work including transcribing data between legacy systems, email applications, and internal spreadsheets. While RPA and process automation have emerged as feasible solutions to such time-consuming processes, organizations may not benefit sustainably without standardized automation processes and coherent implementation strategies. Watch our on-demand webinar to learn how investment firms can identify automation opportunities and strategically address implementation challenges.

Key takeaways from the webinar:

• How process automation and RPA are evolving as fit-for-purpose solutions to streamline manual, time-consuming processes
• Why do investment management firms need a focused automation strategy
• Common implementation challenges and how to address them strategically
• How process automation acts as a cohesive agent for organizational resilience in the post-pandemic world