Case Study: Leading Wealth Management Firm saves more than 1,600 man-hours per month by automating 18 back-office processes with Nividous

Leading wealth management firm saves more than 1600 man-hours per month automating 18 back-office processes using Nividous platform

Leading Wealth Management Firm struggled with time-consuming, error-prone back-office work—manually copying, validating and updating data across legacy systems, email, websites and Excel to produce daily reports, risk assessments and post-trade summaries—creating regulatory risk and operational delays. To address this, the firm engaged Nividous and its Nividous RPA Bots on the Nividous platform to automate these repetitive processes.

Nividous deployed RPA Bots in under eight weeks to automate more than 18 reports and workflows (risk assessment, post-trade operations and consolidated reporting), with bots handling downloads, validations, mappings and audit emails while humans only manage <1% exceptions. The automation saved more than 1,600 man-hours per month, delivered 95% faster processing, a 65% reduction in labor and a 60% productivity improvement—demonstrating measurable impact from Nividous.