Intelligent Process Automation & AI Solutions for Banks. Intelligent Process Automation and AI Solutions for Banks

Unleash Growth:

Banking Overall RPA Advantages :

Increased Efficiency- IPA & AI Solutions for Banks.

Improved Efficiency

Handling customer, daily tasks, Loan repayment schedules, KYC, email responses and Account related stuff around the clock, fast and effective.

Secure Data Control

No manual interventions and errors caused due to mishandling data.            

Improved Customer Experience - IPA & AI Solutions for Banks.

Customer Satisfaction and Retention

On time customers query resolution, accurate information provision to customers, Online sales – product information etc.

Reduce Compliance Backlogs- IPA & AI Solutions for Banks.

Reduce Compliance Backlogs

Low costs of compliance operations and regulatory requirements met in half of the time.

Other Processes in Banking

Bank Reconciliation- IPA & AI Solutions for Banks.

Bank Reconciliation

Process Description:
Reconciliation is an important process that compares two reports to check if they tally. Manually this used to take up to six hours.
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Client Onboarding- IPA & AI Solutions for Banks.

Client Onboarding

Process Description:
Client Onboarding involves setting up and accounting for the customer by verifying the documents provided. RPA helps in automating this
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Accounts Payable- IPA & AI Solutions for Banks.

Accounts Payable

Process Description:
Accounts Payable (AP) is a monotonous process that requires digitizing invoices from the vendors using Optical Character Recognition (OCR).
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Mortgage Processing- IPA & AI Solutions for Banks.

Mortgage Processing

Process Description:
Mortgage loan process took time as the application had to go through various scrutiny checks such as
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Fraud Detection- IPA & AI Solutions for Banks.

Fraud Detection

Process Description:
One of the major concerns of a bank was the rising number of fraud cases. It becomes difficult for banks
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KYC process- IPA & AI Solutions for Banks.

KYC Process

Process Description:
The process is so crucial that it involves at least 150 to even 1,000+ FTEs to perform checks on the customer
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General Ledger- IPA & AI Solutions for Banks.

General Ledger

Process Description:
Banks must ensure that their general ledger is updated with all important information
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Report Automation- IPA & AI Solutions for Banks.

Report Automation

Process Description:
Banks must prepare a report about their various processes and present it to the board and other stakeholders
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Account Closure Process

Process Description:
Banks receive several requests to close the accounts monthly. Sometimes, the accounts can also be
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Customer Service- IPA & AI Solutions for Banks.

Customer Service

Process Description:
Banking deals with multiple queries ranging from bank frauds to account enquiry, loan enquiry, and so on
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Why Choose STEP One Step Ahead?

In the fast-paced world of banking, staying ahead requires embracing innovative solutions like RPA. At STEP One Step Ahead, we are not just RPA experts, but trusted partners who understand the unique challenges and opportunities for automation in your industry.
From streamlining tedious tasks to enhancing customer satisfaction, our comprehensive services and collaborative approach empower you to unlock the full potential of RPA and transform your operations.


Ready to unleash the power of automation for your bank?



Contact STEP One Step Ahead today and
let's build your thriving future together.

Get in Touch with us

Contact our Sales and Support Team. We'd love to hear from you. Here's how you can reach us.

501-502, 5th Floor, Sunrise Business Park, Road No. 16, Thane West,Maharashtra – 400604

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