50% Faster Operations with RPA for Credit Funds

Client Overview

A global asset management firm handling multiple credit funds was seeking to streamline high-volume operational workflows. With investor reporting, regulatory compliance, and real-time data validation becoming increasingly critical, the client aimed to reduce operational drag without compromising accuracy.

Problem Statement

Manual processes across credit operations—especially data extraction, validation, and report generation—were time-intensive and error-prone. Teams spent disproportionate time on repetitive tasks, slowing down responsiveness to internal and external stakeholders. There was an urgent need to enhance turnaround time, audit readiness, and reporting quality.

Solution Provided

Decimal Point Analytics deployed a customized Robotic Process Automation framework to digitize end-to-end fund operations. Key enhancements included:

• Automated data ingestion from internal systems and third-party platforms
• Rule-based validation engines to catch anomalies before downstream processing
• Auto-generated reports aligned with compliance and investor timelines
• Exception handling workflows for human-in-the-loop decisions

The bots operated 24/7, seamlessly integrating with the firm’s legacy systems while maintaining audit traceability.

Outcome

The transformation delivered tangible results:

• 50% reduction in processing time across fund operations
• Greater reporting accuracy, lowering risk of regulatory red flags
• Real-time visibility into data workflows, improving internal SLAs
• Reallocation of analyst time to higher-value strategic tasks

Key Takeaway

RPA isn’t just automation-it’s operational leverage. For asset managers, automating core fund workflows translates into faster decisions, cleaner data, and scalable compliance.

Looking to reduce time-to-report and scale your fund operations?
Contact us to schedule a strategy session to understand how to deploy a beneficial RPA model