Intelligent Automation – Client Asset Transfer Automation

Speed up the onboarding and transfer of new client assets to increase custody revenue and reduce the manual effort to capture and process transfer instructions from your counterparties.

Are you asking yourself

Are we still receiving transfer instructions by email or have our counterparties already fully embraced the SWIFT MT586 ?
Are we still receiving transfer instructions by email or have our counterparties already fully embraced the SWIFT MT586 ?
How can new technologies increase the automation rate and reduce the onboarding time of new assets under management?

What you will get from us:

Increase custody revenues by reducing onboarding and transfer time of new AuM
Reduce operating costs by automating manual processing
Increase customer experience and reduce frontline effort by avoiding errors
Reduce exposure to seasonal peaks with the instant scalability of robots

Our Approach

Assessment

The distribution of counter parties and their transfer instructions and custodian requests are analyzed.
Mapping

Transfer instructions and custodian requests are mapped to the Synpulse templates.
Prioritization

Automation roadmap of counter parties is defined based on the associated marginal benefit and costs to automate
Core Systems

Registration processes in core banking system (either via RPA or SWIFT MT586 processing) are automated.
Algorithm Training

The Intelligent Document Understanding component is trained to your individual counterparties (emails, PDFs).