Client Success

Leading financial software provider leverages RPA platform to automate processes


The client was looking for an experienced partner to develop a single integrated solution and automate processes across their departments:

  • Automation of processes in fraud detection, account update and payment provisioning in initial release across Finance and Tax departments
  • Maximizing usage of existing infrastructure / applications such as Salesforce, Box, etc., by having single integrated solution
  • Leverage next gen (Out-of-the-box) OOTB feature of UiPath by implementing OCR, AI / ML feature as part of future release


  • Designed and developed the automation of 7 key processes in finance in 4 months.
  • Developed reusable frameworks for workflows and UiPath libraries to promote reuse and best practice.
  • Executed POC for feasibility for UiPath apps and Data services.
  • Worked with BA and product owner for prioritization and documenting to-be processes.
  • Supported UiPath cloud migration.


274 hrs. saved yearly

through automation of payment app

500 hrs. savings yearly

by automating fraud detection & mgmt.

Lower TCO

by adopting a single catalog for devpt.

Improved security

by automating account deprovisioning

Partners Involved

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