Save Money, Get Work Done Faster with Automation in Financial Services
Stop doing manual work. It’s costly, time-consuming, and error-prone.
What’s more, fee compression isn’t going away, and neither are your competitors.
Wealth and asset managers need to be more efficient than ever. It’s time to automate, and Empaxis can help.
Automation Solutions for RIAs, Family Offices, and Institutions
- Data entry and data management (updates, mapping, normalization)
- Billing and fee calculations
- Report generation
- Statement downloads
- Storing and renaming files and folders
- Email communication
- Leveraging APIs
- Triggering workflows
- Sending notifications
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.
- Maintain accountability: each stage is documented, enabling a clear audit trail.
A tried-and-trusted services provider, Empaxis is proud to be recognized by UiPath as a strategic partner in delivering automation and RPA (Robotic Process Automation) solutions to investment firms globally. Learn more about Empaxis RPA solutions.
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
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, let’s chat. There’s no charge to you.