Process Automation For Investment Managers

Client: Process Automation for Investment Managers is a leading provider of Intelligent Process Automation (IPA) software and services, designed specifically to address the unique challenges of the investment management community. Their solutions help clients automate operational workflows, streamline processes, reduce operational risk, and enhance compliance, ultimately driving higher efficiency and profitability in the investment sector.

Challenge: The client’s software aims to address the complex operational workflows within the investment management industry, delivering intelligent automation solutions that not only improve efficiency but also ensure adherence to stringent financial regulations. The key challenge was to create a robust, scalable platform that could streamline investment processes, reduce manual data handling, and enhance regulatory compliance, all while improving the overall workflow efficiency of clients, ranging from boutique investment firms to global funds.

Solution: SSI’s engineers designed and developed the front-end application ensuring seamless integration with the back-end business logic of the platform. The result was a highly efficient, user-friendly solution that significantly reduced the manual effort involved in operational workflows. Key features of the solution include:

  • Rule-Based Architecture: The platform employs an intelligent rule-based system that automates and optimizes common investment management tasks, leading to a 40% reduction in workflow effort.
  • Seamless Integration: SSI’s team worked closely with the client to ensure that the front-end application was perfectly integrated with the back-end business logic, enabling smooth operations and reduced friction.
  • Optimized Data Processing: By automating data processing, the solution eliminated inefficiencies and manual errors, enhancing both speed and accuracy in daily operations.
  • Tech-Driven Decisions: SSI’s team played an integral role in selecting the right technological mix for the solution, incorporating modern web technologies to ensure scalability and flexibility.

Result: The solution has enabled Process Automation For Investment to rapidly roll out key features, empowering their clients with the tools to achieve substantial operational efficiencies. Notable outcomes include:

  • Improved Operational Efficiency: Clients, including some of the largest global investment funds and boutique firms, experienced significant reductions in manual labor and operational bottlenecks.
  • High ROI: The automation platform helped clients achieve a high return on investment (ROI) by streamlining their workflows, reducing human error, and optimizing compliance processes.
  • Faster Time-to-Market: The successful deployment of key features in a short timeframe provided immediate business value, setting the stage for further growth and adoption.

Tools & Technologies: The core product is built on asp.net and utilizes the webforms as a base technology stack along with Telerik controls and JavaScript/jQuery. Some features and modules were developed in Angular.js.

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we engineer and deliver it.