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Financial Services

Robotic Process Automation

The wonders of bots in large, risky trades

When Noah Miller, Product Manager at a leading American investment management firm, discovered that its fragmented, manually intensive trade management processes were delaying trade execution and causing operational losses, he turned to Infosys BPM for help. This case study outlines how Infosys BPM’s comprehensive automation solution accelerated processes, saved 306 person-hours per year in manual effort, and achieved a 99.5% accuracy rate—while reducing the firm’s risk exposure by over $500 million.

Approach summary:

  • Analysed the trade management process
  • Identified use cases for RPA bot deployment
  • Created business review document
  • Deployed bot over production environment
  • Monitored and optimised bot performance
  • Provided data extraction and reporting support

Key Benefits:

15 minutes AHT achieved
$500 million reduction in risk exposure
$800K projected annual risk reduction
306 hrs reduction in manhours
99.5% post accuracy rate for LTQT
780/year trade volume achieved

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