Solutions

Automation services

Empaxis solutions - automation services

Save money & get work done faster with automation in financial services.

Stop doing manual work. It’s costly, time-consuming, and error-prone. And since fee compression and your competitors aren't going away, wealth and asset managers need to be more efficient than ever. It’s time to automate, and Empaxis can help.

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Empaxis automation services

Automation solutions for RIAs, family offices, & institutions

  • Data entry and data management (updates, mapping, normalization)
  • Billing and fee calculations
  • Triggering workflows
  • Leveraging APIs
  • Report generation
  • Statement downloads
  • Storing and renaming files and folders
  • Email communication
  • Sending notifications
  • Robotic process automation (RPA)

Benefits of automation

A tried-and-trusted services provider, Empaxis is proud to be recognized by UiPath as a strategic partner in delivering automation and RPA solutions to investment firms globally.

‍When partnering with Empaxis, you reap all the benefits:

  • Reduced costs
  • Increased ROI
  • Fewer errors
  • Faster turnaround times
  • Better time management
  • Maximum process efficiency
  • More scalability
  • Freed up capacity to focus on things you do best: serving clients, investing, gathering assets

Getting started is easier than you think

With the help of Empaxis:

  • You do not have to change existing infrastructure and systems.
  • Bots are deployed into your existing applications. Empaxis can set up and maintain the bots for you.
  • No coding or script writing is required.
  • Accountability is maintained: Each stage is documented, enabling a clear audit trail.

Let’s have a conversation

Want to learn more? Curious to see if there are opportunities to automate and cut your costs? Whether you’re ready to get started or simply exploring options for operations as a service, let’s chat. There’s no charge to you.

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