Introducing your digital workforce
for the banking and financial sector


Strengthen compliance and reduce costs with our Intelligent Automation.

Why automate in the banking and financial sector?

The banking and financial sector is in need of Intelligent Automation to drive transformation, reduce risk and eradicate manual, data-intensive, processes.
 
So how can business process automation achieve this?

Increased regulatory compliance

Speed up issue resolution and improve overall fraud management by automating judgment based tasks.

Reduction in error

 Automate critical tasks that are of a high risk if exposed to human error, eradicate financial loss

Reduction in operational costs

Eradicate the need for manual data entry and allow software bots to streamline your processes.

Boost employee morale

 Let your people focus on the work they love, leaving the repetitive and tedious tasks to technology. 

What can you automate in the banking and financial sector?

To get you started, here are 4 of our most popular processes to automate in the banking and financial sector. 

Payments/Data Reconciliation

One to many matching of disparate data sets from internal and external sources where simple rules do not exist. 

Know Your Customer (KYC)

Automated background checks of customer information for regulatory and compliance purposes.

Mortgage Processing

Processing mortgage applications including automated credit checks and document data extraction.

Account Maintenance

Automated updating of customer account details including change of name, change of address or life events.

Getting started

Discovery Workshop

We introduce you to the NexBotix platform kicking off with a one-hour high-level technical presentation, including an interactive video demo of the platform, including the NexAnalytics dashboard.​

NexBotix Pilot

We initially deliver your automated processes in a test environment; analysing, designing, building, configuring and implementing our technology. We then produce detailed process design documentation, followed by continued support and checkpoints, before moving your process into production.

Process Analysis

Starting with a deep dive into your processes where we identify the ideal candidates for automation, following up with a 2-4-hour session with a Subject Matter Expert (SME’s), a consultant delivers a tailored solution overview, carrying out an initial analysis of your business.

Intelligent Automation-as-a-Service

Equip you with a Virtual Centre of Excellence that is fully managed and resourced by NexBotix, having access to a personalised NexBotix dashboard and NexAnalytics portal. Providing you with an end-to-end fully managed digital workforce with real-time granular analytics.

Discovery Workshop

We introduce you to the NexBotix platform kicking off with a one-hour high-level technical presentation, including an interactive video demo of the platform, including the NexAnalytics dashboard.

Process Analysis

Starting with a deep dive into your processes where we identify the ideal candidates for automation, following up with a 2-4-hour session with a Subject Matter Expert (SME’s), a consultant delivers a tailored solution overview, carrying out an initial analysis of your business.

NexBotix Pilot

We initially deliver your automated processes in a test environment; analysing, designing, building, configuring and implementing our technology. We then produce detailed process design documentation, followed by continued support and checkpoints, before moving your process into production.

Intelligent Automation-as-a-Service

Equip you with a Virtual Centre of Excellence that is fully managed and resourced by NexBotix, having access to a personalised NexBotix dashboard and NexAnalytics portal. Providing you with an end-to-end fully managed digital workforce with real-time granular analytics.

Our Partners