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Hyper Automation

 
 
 

AUTOMATION IN INSURANCEBANKING

Retail Banking

A variety of retail banking services can benefit from automation to improve speed and efficiency.

  • Register coins and take a look at deposits
  • Complete Know Your Customer and compliance processes
  • Process digital invoice charge and presentment
  • Run credit score checks
  • Detect fraud
  • Process loans
  • Manage credit score card organization, disputes, branding, and rewards

Wealth Management

Wealth management automation improves client management, accountability, and performance.

  • Open a retail SMA account
  • Run the fund performance dashboard
  • View updated net asset value
  • Manage the Advisor Portal
  • Analyze third-party performance and reports
  • Monitor fund accounting

Capital Markets

Automation enhances many of the processes and tools used to keep capital markets moving.

  • Update a primary brokerage dashboard and customer portals for hedge funds.
  • Portfolio management should be integrated.
  • Make a reconciliation.
  • Trade in the process
  • Cash flow projections
  • Provide a platform for investment bankers.
  • Receive updates about margins and exceptions.

Claim Management

Customers want their claims to be processed, managed, and assessed as promptly as possible. All of those functions are quick and easy with Hexanest's automation.

  • Create a claim workflow that is automated.
  • Registering and evaluating claims
  • Automated steps should be recommended again.
  • Keep track of compliance.

Policy Administration

Automate policy creation so your staff may concentrate on selling contracts and communicating with clients.

  • Develop brand-new business apps
  • Contracts are underwritten.
  • Payments are processed
  • Create a policy of insurance.

Accounting Management

Improve compliance and customer service by automating payment and accounting management.

  • Manage payments and generate invoices.
  • Use direct billing and collection services.
  • Produce automated regulatory and compliance reports
  • Billing for the agency and the broker

THE BENEFITS OF ROBOTIC BENEFITS OF ROBOTIC PROCESS AUTOMATION

Budget-Friendliness

Accurateness

Risk Assessment and Management

expanding and adaptability

AUTOMATION AUTOMATION AUTOMATION IN BACK OFFICE TASKS

Invoices and Billing

Invoices should be sent out and payments made as fast as possible. Business operations benefit from automated invoicing, receipts, and receivables

  • Billing inquiries are managed and resolved.
  • Publish event bills
  • Account balances are managed.
  • Create invoices and act as a resource mediator.

Customer Service

Customer service involves human connection, but many procedures may be automated, providing reps less time in front of software and more time with consumers.

  • Examine your resources, services, and results.
  • Keep track of consumer loyalty and retention.
  • Problems should be reported and managed.
  • Control service quality.

Fulfilment

The automated system from Hexanest can handle orders, stock clinics, manage resources, and guarantee that customers and clients have what they need every time.
  • Service configuration and delivery
  • Stock up on resources.
  • Collect and disseminate resource information
  • Organize your requisitions.