Thursday, June 25, 2020 | 11 a.m. ET

Treasury Management: Empowering Digital Workers with RPA

Is your onboarding process leaving money on the table? If it takes you longer than a couple of days to onboard your clients, it is – and it’s leaving A LOT of money on the table.

Did you know on average it takes commercial banks 20-90 days to onboard a client due to it being plagued with manual paper-driven processes? Not only are you missing the opportunity to start charging fees sooner, but it’s also plenty of time for your clients to become frustrated and abandon the process.

Register today and join Aite Group research director Christine Barry and Pyramind Solutions principal, banking & financial services Bruce Switzer as they discuss how you can empower your team to drastically cut down processing times and collect fees sooner. RPA automates the tedious but important work and allows your team to focus on providing better value to your clients and customers.

During the webinar we’ll address how RPA can:

  • Automate the process of collecting corporate documents from multiple sources and extracting client data to leverage across your business systems
  • Automate data validation resulting in reduced errors and increased upsell and cross-sell opportunities
  • Integrate and expand automation capabilities to dramatically improve your existing business processes and drive down the cost
  • Can be used across the enterprise in various departments and processes with short turn times and higher  ROI


Guest Speakers:

Bruce Switzer

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