Automating finance operations
Manual processes in a financial services company, mapped, redesigned and automated, so people could spend their time on work that needs judgement.
The challenge
Operations teams spent hours every month on repetitive, rule-based tasks. Response times suffered and errors crept in.
The fix had to work across business, IT and vendors, in a regulated financial environment.
The shape of it
Overview
Illustrative screens with invented data.
What we did
Discover
Interviews with the people doing the work. Existing data and workflows mapped step by step.
Design
Waste and optimisation opportunities found. Better workflows designed and translated into automation logic.
Build
Robotic process automations shipped. More complex financial changes specified with development teams.
Improve
Requirements for a company-wide automation programme. Today we would add AI agents and n8n to the same toolbox.
What it took
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