Smart View Solutions

Home › Industries › Banking

Smarter Banking.
Powered by Automation.

Enterprise-grade Robotic Process Automation that removes manual work, cuts operational costs and delivers a best-in-class banking experience.

OVERVIEW

Banking, Reimagined with RPA

From a stringent workflow to a meticulous output, the banking industry is a completely process-oriented sector. Considering the repetitive nature of tasks, human errors, and rising competition, banking firms need an innovative way to deliver a best-in-class experience to their customers.

Robotic Process Automation (RPA) is the answer to all these demands. With SmartView's ground-breaking approach and state-of-the-art technology, we deliver enterprise-grade RPA services that automate an extensive range of banking processes — without error and without interruption. We help identify the areas most suitable for RPA and implement customized solutions into your ongoing infrastructure.

✓

Enhanced data quality, security, auditability and operational resilience

✓

Maximized efficiency with minimized operational costs

✓

Freedom from tedious manual banking processes and elimination of errors

✓

Transforms and empowers the workforce across the banking sector

WHERE RPA DELIVERS

Banking Sectors We Automate

Six high-impact areas where SmartView RPA removes manual effort and accelerates outcomes.

Credit Card Processing

Process credit card applications within hours instead of days. RPA contacts multiple systems instantaneously to verify information and reach the right approval decision.

Compliance

A key enabler in bank compliance — with peak productivity and maximum accuracy, the software closely governs processes and helps banks adhere to regulations.

Mortgage Loan

Accelerates mortgage approval by handling credit checks, employment verification, repayment history and inspection — cutting processing time from days to minutes.

General Ledger

Keeps the general ledger updated with all necessary financial information and statements — ready to be accessed by stakeholders, public and media at any time.

Credit Underwriting

Accelerates underwriting by analyzing unstructured data files and streamlining document-intensive risk assessments across internal and external applications.

Account Closure Process

Easily track accounts due for closure. RPA sends automated notifications and scheduled calls requesting mandatory documents or account maintenance.

HOW WE DELIVER

Our Delivery Process

A proven three-step path from assessment to full RPA implementation.

1

Assessment

We conduct a comprehensive analysis of the bank to pick out the right processes suitable for RPA — assessing feasibility and listing the operational issues automation can solve.

2

Proof of Concept & Pilot

We document the cost and efficiency benefits RPA will deliver, then run a proof of concept demonstrating the advantages with metrics on time, cost, effort, resource utilization and productivity.

3

Well-Defined Execution Strategy

We choose the right RPA operating model for your organization and handle end-to-end implementation — planning, spanning, solution definition, ideation, execution and support.

WHY IT MATTERS

The Benefits of SmartView RPA

Four ways automation transforms day-to-day banking operations.

→Scaled Operation

Workflows can be stored and reused across various banking processes at no additional cost. A single server accommodates multiple users across business units.

→Faster Implementation

Drag-and-drop technology creates automated workflows with minimal or no coding — making RPA easy to implement into your existing infrastructure.

→Agile Operation

Banks stay responsive and prepared for any situation. An automated workforce lets teams focus on the innovative strategies that grow the business.

→Fraud Detection

Track accounts, card activity and data patterns to detect and prevent fraudulent transactions in real time — without human interaction.

OUR EXPERTISE

Trusted by the Banking World

SmartView is helping banks discover new digital transformation ideas with customized Robotic Process Automation. We are backed by broad technology and a global network of experienced industry specialists.

Our core group of skilled strategists brings practiced implementation and extensive experience in the automation field. Our expert engineers design and develop RPA solutions that reduce cost and make banking operations more effective — so you can present a differentiated banking experience to your customers.

0+

Financial services firms served worldwide

2/10

Of the top largest banks worldwide work with us

LET'S TALK

Ready for a Better, More Productive Business?

Stop worrying about technology problems. Focus on your business — and let us provide the support you deserve.

Contact Us Now
Scroll to Top