Case
Studies

The successful implementation of RPA in finance and custom financial software development is an example of how technological solutions can transform the operations of a financial organization. The seamless integration of automation and human oversight not only elevated efficiency but also empowered the firm to maintain precise financial records. The Context In the world of financial organizations, it is crucial

By leveraging the power of AI and customized software development, we were able to streamline the task of converting diverse data aggregation feeds into the format required by the portfolio management system. This resulted in improved accuracy, efficiency and agile adaptability of the reconciliation system. Not only has this optimized the workflow of data processing but it also serves as

The Situation Seeking out help for data integration, a renowned Family Office enlisted the help of PetakSys to deliver automated data collection alongside Flanks’ wealth data aggregation service. The challenges we faced included: Sluggish manual data collection processes that consumed many hours of employee time The inefficient process of extracting data from banks that didn’t have a compatible infrastructure Barriers

The Context PetakSys was approached by a client in the wealth management industry who needed help developing a custom application, for client reporting. The client wanted a system that could efficiently gather data from sources and generate reports automatically. The Challenge The task at hand was complex. We needed to collect data not just from internal sources but also from