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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.

increase your 

service delivery

Nowhere is this more evident than in the delivery of services, where a high degree of human involvement in manual and repetitive tasks results in a slow turnaround and the constant risk of errors and discrepancies. As the demand for online and mobile services continues to surge, the challenge for companies will be to adopt a virtual workforce alongside their employees, that can handle everyday tasks, from customer onboarding and invoicing, to payment processing, reporting and exception handling. 

Robotic Process Automation has helped accountants and finance professionals to minimise the amount of human intervention required, by automating many of the mundane tasks involved in their daily transactions. The compliance and credit checking required for new customers can be analysed in seconds, allowing seamless and contactless onboarding. 

The intensive manual effort required in Invoicing and Payment Processing can also be fast-tracked through intelligent data extraction, by analysing and extracting insights from customer documents. This ensures that invoices and payments don’t sit on office heaps or inside filing cabinets, but are automated and processed on time, and error-free. 

But automation doesn’t just stop at churning the numbers. As a finance professional you want the ability to analyse data to really get behind the numbers, to unlock new opportunities. Data Analytics, powered by RPA allows you to generate a rich visualisation of data across multiple sets, identifying patterns, missed potential and new avenues for revenue growth. Through Microsoft Power BI you can handle and organise your data far beyond what is possible on Excel, to track the metrics that are most important to your business. 

By operating within a Cloud environment, your team have access to the resources they need within seconds, on a private and secure data centre, while collaboration, reporting and analysis can be executed and shared anytime, anywhere.

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

HOW CAN WE ASSIST YOU?


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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                                                               

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After-Sales

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”.                                                                                    

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@TangentSolutions


@TangentSolutions


@TangentSolutions


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