Case Study

RPA Results in 60% Cost Savings for a Leading American Investment Management Company

RPA Results in 60% Cost Savings for a Leading American Investment Management Company

Pages 4 Pages

RPA Results in 60% Cost Savings for a Leading American Investment Management Company ATTENTION. ALWAYS.The customer is an established American mutual fund company founded in 1930. They are focused in providing U.S., global, and international equity; fixed income; and balanced account management. They offer six no-load mutual funds: a domestic stock fund, an international stock fund, a balanced fund, an income fund, a global stock fund, and a global bond fund. Being a mutual fund company, the client had to deal with critical information every day. The support analysts receive and monitor MBS (Mortgage Backed Securities) from their clients. Based on these CUSIP/Codes, they look for the appropriate restriction through a bunch of PDFs available in their portal. These PDFs contain t

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