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RPA Solution for Banking Operation

In the field of Finance – Banking, many manual and repetitive tasks are performed on computers, consuming a large amount of time and human resources. Additionally, human error is inevitable. Therefore RPA solution for banks.

RPA Solution for Banking Operation
RPA Solution for Banking Operation
PLATFORMS
Mobile app & web-based
DEVELOPMENT MODEL
N/A
TECHNOLOGIES
Finance
TEAM SIZE
5
CUSTOMER
Confidential
Clients
A Bank and Life Insurance is a leading finance company headquartered in Vietnam with more than 1000 employees working in 11 offices in 4 countries.
Challenge
In the Financial and Banking Sector, many manual and repetitive tasks are performed on computers, which consume a significant amount of time and human resources. Additionally, human errors are inevitable.
Some examples of manuals tasks are:
  • Input data, exchange information, process withdrawal information, money transfers, loans, etc.
  • Mortgage loan process: Check customers’ information, process application, send information to the department with authority to grant loan funding. Manage and monitor customer loans.
  • Payment process, initiation, recovery of payment orders, payment processing.
  • Process leave applications
  • Check for valid invoices
  • Check the contract
  • Receive applications, identify, classify and store
  • Create reports, send internal notification emails
  • Handle documents, vouchers and documents
Solutions
SphinX offers Robotic Process Automation (RPA), software that operates based on the principle of simulating human behavior when performing tasks. Robots allow tasks to be performed quickly, with 100% accuracy and more stably than humans.
The development team from SphinX also integrated the RPA into other ERP systems, such as SAP, Oracle, Microsoft Dynamic, Odoo, and CRM systems like Salesforce, etc.
Features
Robotic Process Automation (RPA) allow tasks to be performed quickly, with 100% accuracy and more stably than humans.
Results
This solution has been applied successfully in Banking, Insurance, Finance, Real Estate, etc.

Our Portfolio

Verify Trusted

Verify Trusted

Verify Trusted is a platform that allows building a customer feedback channel, and also synthesizes and collects feedback from other channels such as Google, Facebook, Trust Index, Yell, BBB, .

PLATFORMS
Mobile app & web-based
DEVELOPMENT MODEL
N/A
TECHNOLOGIES
Finance
TEAM SIZE
5
CUSTOMER
N/A
Clients
A Bank and Life Insurance is a leading finance company headquartered in Vietnam with more than 1000 employees working in 11 offices in 4 countries.
Challenge
N/A
Solutions
SphinX offers Robotic Process Automation (RPA), software that operates based on the principle of simulating human behavior when performing tasks. Robots allow tasks to be performed quickly, with 100% accuracy and more stably than humans.
The development team from SphinX also integrated the RPA into other ERP systems, such as SAP, Oracle, Microsoft Dynamic, Odoo, and CRM systems like Salesforce, etc.
Features
N/A
Results
This solution has been applied successfully in Banking, Insurance, Finance, Real Estate, etc.

Our Portfolio