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A bank would use RPA to generate a credit card transaction report that would show all transactions made by a customer in one day. RPA can also be used to generate reports on financial information such as assets under management (AUM), balance sheets, and other metrics specific to a bank or investmentfirm’s business needs.
24/7 Access Another advantage of modern technology is tracking investments around the clock and scheduling transactions in advance. You can get started anytime by logging into various platforms, depending on how you invest your funds. The same tools can track results and make adjustments on the fly.
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