Case Study: A Leading Global Investment Bank achieves zero-error trade settlement and reduces handling time from 40 to 3 minutes with UiPath

Leading Global Investment Bank - Customer Case Study

Leading Global Investment Bank faced a time-consuming, error-prone trade settlement process that relied on manual investigation and email coordination to identify unmatched and pending trades across regions. The bank partnered with UiPath to deploy an RPA solution using UiPath Robots to automate validation and processing of trade settlement emails.

UiPath’s robot automatically downloads emails, validates and searches trade details, identifies unmatched and pending trades, updates transaction and counterparty information in a spreadsheet, and sends status emails to Custody and Counter-Parties. The UiPath implementation achieved zero error rates, cut average handling time from 40 minutes to 3 minutes, and delivered an expected effort savings of 444 hours per year while improving processing quality.