Case Study: A Leading Wealth Management Firm achieves 90% faster, 100% accurate portfolio statement authorization and distribution with Nividous

Automated Authorization and Distribution of Portfolio Management Statements for a Wealth Management Firm

Leading Wealth Management Firm, a leading private wealth manager, had already automated 18 processes using Nividous RPA Bots and seen benefits (including 1,656 staff-hours saved annually and rapid ROI) and wanted to expand automation. They faced a time‑intensive manual workflow for authorizing and distributing over 300 annual portfolio management statements: digital signature software only cut printing/shipment costs, while review, signing, stamping, security checks and customer distribution remained manual and slow.

Nividous deployed RPA Bots within two weeks to verify fields, apply multiple digital signatures, locate signing instances in PDFs and email signed statements to customers, completing a task that once took more than a week in about one hour. Nividous’s solution delivered measurable impact — ~90% faster processing, 100% accuracy, 65% labor reduction and ~70% productivity improvement — while improving auditability, speeding customer communication and freeing FTEs to reduce operational cost.