We made a visible and
measurable impact to our
client's business
Faster valuation processing
Faster EOD processing
Automated audit documentation
About the Client
Kotak International is a financial services organization serving overseas investors seeking exposure to India through asset management, market access, and related investment services.
As transaction volumes and operational complexity increased, time-sensitive fund operations required faster, more consistent execution. Kotak International partnered with Lauren Group to modernize critical financial workflows through AI-powered automation, reducing reliance on manual coordination while improving operational reliability and scalability.
The Problem
- Time-sensitive fund operations requiring consistent and reliable execution
- Manual coordination across validations, file handling, and cross-team handoffs
- Delays affecting valuation and settlement readiness
- Growing transaction volumes increasing operational risk
- Critical workflows dependent on staff availability
- Inconsistent manual execution creating settlement risk
- Increasing audit and control requirements
- Coordination overhead limiting execution speed and scalability
Our Approach
To help Kotak International modernize its critical financial operations, we:
- Identified time-sensitive fund workflows that were heavily dependent on manual coordination
- Automated critical EOD and valuation processes to reduce execution time
- Decoupled workflow execution from staff availability and manual handoffs
- Standardized processing across different input formats
- Embedded governance and audit trails across automated workflows
- Automated audit documentation to improve control and traceability
- Introduced real-time notifications to replace reactive operational oversight
- Built an automation-led operating model designed to absorb increasing volumes without proportional headcount growth
Tech Stacks Used
Automation Anywhere
The Result
The automation initiative transformed critical fund operations at Kotak International, enabling faster execution, stronger operational control, and greater scalability.
The engagement delivered:
- 67% faster valuation processing, reducing the workflow from 90 minutes to 30 minutes
- 56% faster EOD processing, reducing the workflow from 90 minutes to 40 minutes
- 100% automated audit documentation
- Reduced dependency on manual coordination and staff availability
- Standardized and more consistent workflow execution
- Improved operational visibility and responsiveness
- Increased capacity to absorb volume growth without additional headcount
The result was a more reliable and scalable financial operating model, with critical workflows executed through governed, AI-powered automation.