CASE STUDY Increased efficiencies through automation of loan operations processes LOAN OPERATIONS AND LOAN ONBOARDING An increased volume of deals over the last couple of years had made continuing with manual processes unsustainable for the operations team at this leading global investment management firm. The bespoke nature of the loan agreements married with a rigorous internal review due diligence procedure meant that a single transaction could take many hours to process manually and involve several people. This time-consuming manual process was proving particularly challenging at each month- end close. The Head of Operations needed a solution to scale-up onboarding and improve efficiency to cope with the increased demand on the team without compromising on accuracy

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