Implementing Robotic Process Automation (RPA)

Research output: Contribution to journalOnline ResourceResearch


What are the main benefits of implementing RPA in investment banking and fund management?
RPA as in using data science and applied AI to optimize and automate processes has the advantages of maximizing human resources towards towards creative , problem solving tasks, rather than menial repititive everyday tasks.

Investment banking has become a very competitive industry such that bankers need to be one step ahead of the game to pre-empt the needs of clients and provide advisory services before the client requests it.

Examples of investment banking preempting needs of clients are by identifying short selling activity, shareholder activists, sub-optimal capital structures, and potential targets for M&As.

The above-mentioned tasks are traditionally performed by analysts using spreadsheets to analyze balance sheet and accounting statement data of each firm. Loading this data onto spreadsheets and analyzing it is largely a manual process. RPA can be used to evaluate a portfolio of companies to obtain answers quickly about which clients to approach so more time an effort can be spent focusing on client needs.

A practical example is that data analytics are used to observe historically instances where firms of a certain industry or vintage have made decisions to have a bond and equity offering and identify similar firms that exhibit similar characteristics at present so they can be approached by investment bankers offering pre-emptive advisory services.
Original languageEnglish
JournalPythonic Finance
Publication statusPublished - 20 Feb 2020

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