Banking Robotic Process Automation

RPA in Banking

Robotic Process Automation (RPA) is an essential ingredient in the Banking Industry today, and software robots are being deployed as the new virtual workforce to undertake repetitive and mundane jobs that humans would otherwise have to do.

Data Transfer Automation Banner

What is RPA in Banking?

Automation of repeatable processes and data collection is the central area of focus for financial institutions where significant returns on investment are paramount. RPA bots, for example, can aid with the reviewing of business documents, facilitate the adding or removing of accounts across multiple new and legacy systems (GDPR etc.) and help eradicate human error.

The financial services industry are heavily investing in the virtual workforce, as bots are a way of speeding up deliverables to the end consumer, where accuracy and performance help the bottom line of any business. Robots do not sleep, and therefore, in a business environment where 24/7, 365 operability is paramount, bots are the go-to resource to increase customer service levels.

Manage Costs

Business-led approach to the development of RPA reduces costs by facilitating early adoption of automation technology.

Reduce Business Risk

Accounts & Invoices processed the same each time, therefore avoiding errors by successful repetition.

Regulate Process

Audit of actions & steps in the executable process across disparate systems leads to traceability, transparency and accountability.

Automate "Closed" Applications

Many banking, financial and accounting software is closed source and impenetrable to traditional automation techniques or solutions.
However, as T-Plan Robot uses surface-based automation to control and drive the system as a user would do, we can automate anything!

iMac Screengrab of Automation
IMac Screengrab of Customer Details



Recent Case Studies

NHS – Robotic Process Automation (RPA) Healthcare Case Study

Case Study Automating Nurse Rostering in the NHS The NHS faced significant challenges in automating their nurse rostering process due to the diverse range of legacy and new systems used across both front and back office operations.  It’s common in large organisations that systems differ in versions of Windows or browsers, making successful automation at

Read More »

German Telco – Robotic Process Automation (RPA) Telecommunications Case Study

Case Study Account Automation for the Telco Industry Call Centre Automation for the Telecommunications Market. Market Telecommunications / Telecoms The Challenge Creation of accounts in multi-systems by call centre agents. Solution Robotic automation of the creation, update & disabling of accounts. Delivering Automated Call Centre Processes Each time external call centre agents are hired to

Read More »

Energy Company – Robotic Process Automation (RPA) Consumer Account Migration Case Study

Case Study Consumer Account Automation for the Energy Industry Customer Account Migration Automation for the Power Sector. Market Cooperative Energy / Power The Challenge Automated migration of 230,000 customer accounts migration. Solution Implementation of an automated process using only front end GUI surface automation. Delivering Automated Consumer Account Migration Following the purchase of an energy

Read More »

Book your FREE demo

Get in touch with our award-winning team today and unlock the power of our Automated Visual UI testing tool for your business.

Book your FREE demo

You’re just one step away from saving time & money – get in touch today.

  • No code access required
  • Visual UI testing tool
  • iOS and Mac compatible
  • All platforms supported
  • Mimics real time user experience
  • Record and playback function
  • Award winning support