Company Overview
Vantage is a privately owned financial advice practice based in Western Australia, founded on professionalism and the commitment to provide exceptional service. The firm extends a welcoming invitation to assist individuals in Western Australia with their investment, growth, and wealth protection needs. Vantage operates under a privately owned license and remains unaffected by the influence of institutional shareholders.
UiPath
- Download and File Dealer Statements on CommPay
- Processing of Dealer Statements
Challenges & Business Objectives
Vantage Group had the following challenges prior to embarking on a digital transformation process:
- Very high level of manual processing.
- Heavy manual interface with Reckon payroll system.
- Paper- based and manual processes.
- Key person risk.
- Dis-Integration.
The main goals of this project were:
- Automate CommPay workflow: Download and File Dealer Statements, and Processing of Dealer Statements using Robotics Process Automation.
- Create import and export functions to facilitate data exchange between Odoo and CommPay.
Solution Benefits
Time and resources savings:
- Realised cost savings exceeding $100k per annum.
- Achieved a payback period between 0.5 and 0.75 years, excluding upfront implementation time.
- Significant error reduction and associated financial savings.
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