Enhancing Performance for a Leading US Financial Firm




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This is a case study about a client who approached us to gain the capability to handle volume spikes without additional resources and costs. Utilizing our Process Gym Framework and leveraging our extensive vertical experience, we provided a comprehensive solution that increased efficiency, enhanced agility, ensured scalability, and reduced costs. Possibilities and Solutions, RPA & Automation The principle aim of Process Gym is to identify and eliminate waste, assess and manage risk through risk mitigation and help achieve optimum service delivery. We delivered an integrated platform that can aggregate screens, reports, rules, and workflow. This ensured a single transaction entry platform that provides a consolidated view of automated account transfer and tracking (ACAT) and non-ACAT batches. We enabled straight-through processing (STP) by using automation to eliminate manual hand-offs and frequent quality assurance (QA). Process cycle efficiency (PCE) was increased using end-to-end automation. In this white paper you will learn: • NIIT Technologies’ Process Gym framework to review existing processes and identify areas of improvement. • Principle Aim of Process Gym is to identify and eliminate waste, assess and manage risk through risk mitigation and help achieve optimum service delivery • This involves Process Overview and Stakeholder Analysis, Gap Analysis, Baseline Validation, Cost Benefit Analysis to give as an output Improved Processes, efficiency Roadmap, Outsourcing
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