Automation has been tried and tested in the finance industry - and with 80% of finance leaders having either successfully piloted, or intending to implement elements of Robotic Process Automation, digital technologies will play a crucial role in transforming your everyday operations.

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Traditional, legacy accounting practices are often characterised by high levels of repetitive, manual tasks and time-intensive, face-to-face engagements. As articulate as you are, human nature dictates that there will always be a margin for error, which can have a catastrophic impact, if not identified. In today’s online-driven marketplace, consumer expectations have shifted dramatically - your customers are more increasingly online, with an expectation of product catalogues and pricing to be available across different devices and platforms, with the ability to engage and transact in real-time.

The introduction of Robotic Process Automation into your financial services planning and pricing allows your business to provide faster, more secure and practically error-free solutions to your current and prospective customers. By deploying bots to automate many of the manual and time-consuming tasks that take up much of your day, your team can save on processing time and costs, allowing you to focus your attention on customer relationships and building your brand. As RPA follows set rules, error rates are also practically eliminated, while RPA bots have the ability to quickly generate reports which will guide better analysis and decision making going forward.

By removing the need for expensive servers, your team can operate within a secure Cloud-based environment, allowing real-time access to resources, reports and collaborative tools.


Now is the perfect time to partner with Tangent Solutions to reap the benefits of smart automation. Book an appointment or complete our FREE Business Performance Assessment.  



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SERVICE Delivery

In a saturated financial services market, a move towards virtual service delivery is a key component in maximising efficiency and driving down costs, all while tightening security and delivering the best customer experience to your clients                                                               



Microsoft Founder, Bill Gates, when asked for his thoughts on automation, had this to say, “The first rule of technology used in a business is that automation applied to an efficient operation will magnify the efficiency”.