The Robotic Process Automation (RPA) for Financial Services course is designed to equip
professionals in the financial services industry with the knowledge and practical skills necessary to
implement, manage, and scale RPA solutions. This course focuses on the application of RPA in
automating routine tasks and processes to increase efficiency, reduce operational costs, and improve
service delivery in banking, insurance, investment firms, and other financial institutions.
Participants will learn how RPA can transform financial operations by automating tasks such as data
entry, transaction processing, compliance reporting, and customer service, leading to faster, more
accurate results with minimal human intervention.
Duration: 4-5 Days (can be customized for part-time or virtual delivery)
Mode: In-person, Virtual (Live), or Self-paced Online
Level: Intermediate to Advanced
Prerequisites: Basic understanding of business processes, financial services operations, and IT
systems. Familiarity with automation concepts is an advantage but not required.