We made a visible and
measurable impact to our
client's business
Faster Bloomberg updates
Faster fund settlements
Faster SID migration
About the Client
Kotak Mahindra Asset Management Company (Kotak AMC) is a leading asset management organization in India, operating in a highly regulated financial environment where accuracy, control, and timely execution are critical to investment operations.
As its investment operations scaled, the organization faced increasing complexity across reporting, reconciliation, fund settlements, and other operational workflows. Lauren Group, in partnership with Automation Anywhere, helped Kotak AMC transform critical investment operations through intelligent automation, creating faster, more standardized, and scalable processes.
The Problem
- Multiple disconnected systems supporting critical investment operations
- Manual financial processing across key operational workflows
- Repetitive reporting and reconciliation activities
- Time-intensive fund settlement processes
- Manual data handling across investment operations
- Risk of processing errors and inconsistent execution
- Need for stronger operational visibility and process standardization
- Growing requirement to scale operations without increasing manual effort
Our Approach
To help Kotak AMC modernize and streamline its investment operations, Lauren Group:
- Identified high-volume, repetitive workflows across investment operations for automation
- Automated critical reporting and financial processing activities
- Orchestrated workflows across multiple systems to streamline information flow
- Automated reconciliation and reporting processes to improve consistency
- Introduced intelligent data validation to reduce manual intervention
- Integrated automated stakeholder notifications into operational workflows
- Standardized execution across critical investment processes
- Enabled teams to shift from manual transaction processing toward higher-value financial analysis
Tech Stacks Used
Automation Anywhere
The Result
The intelligent automation initiative transformed critical investment workflows at Kotak AMC, improving execution speed while creating a more standardized and scalable operating model.
The engagement delivered:
- 83% faster Bloomberg updates
- 82% faster fund settlements
- 60% faster SID migration
- Standardized financial workflows across critical operations
- Faster and more consistent reporting
- Improved operational visibility
- Reduced reliance on manual financial processing
- Greater capacity for teams to focus on higher-value investment analysis
By orchestrating reporting, reconciliation, and fund operations through intelligent automation, Kotak AMC created a more efficient and scalable foundation for continued transformation.