Financial Services


In the quest for digital transformation, banking and other financial institutions have established themselves as the early adopters of smart technologies. While intelligent software is already making a difference in front-end, customer facing systems; organizations still need to strike a better balance between the front and the back office, becoming faster and more reliable. Delivering more consistent services to the customer is paramount. 

With RPA, operations get streamlined and relieve some of the accumulated heat. CiGen helps finance and banking companies differentiate. We provide process efficiency and lower costs while ensuring regulatory compliance and deeper analytical insight. Implementation with the UiPath platform is faster and competitively less expensive than IT automation projects. 

+ Enhanced regulatory compliance

Imagine having a robot join a compliance office as a virtual member of the staff, and charged with all repetitive compliance tasks. It’s possible, and it’s already happening. All of this, while freeing up real staff to focus on compliance responsibilities requiring reasoning and judgment. Every activity of every UiPath software robot is saved in a central log where it can be monitored regularly, easily accessed in the event of audits, and updated to reflect changes in regulations. Using central repository archives, all the logs and can be easily mined by ElasticSearch (UiPath’s big data analytics platform built right into our robots) for compliance reports, resolutions, audit responses and compliance improvements.

+ Scaled operations, easily

UiPath’s finance workflows can be replicated or reused across different business department locations for ease of scalability. Active robots can be scaled up or down as needed with no additional cost. A single server accommodates multiple users working autonomously and privately from any business unit, no matter the geography. Our uniquely scalable platform also allows you to place multiple robots on a single virtual machine. RPA is all about doing more with your investment.

+ Deep insight into operations

CiGen is able to provide better financial performance through insights from data analytics. RPA is not only a tool for non-invasive extraction of legacy data for wider and deeper analytics. It also provides granular data points for each process it executes. It can identify transaction patterns and help detect fraud. And everything comes directly with automation, there’s no extra service or app you pay for separately.

+ Your IT systems remain untouched

The UiPath platform interacts with the presentation layer (UI) in a human-like manner and is compatible with most existing IT setups. We can easily implement our system with the existing web, desktop, CRM, ERP, Helpdesk, and Citrix applications. This is why RPA implementations are faster than IT automation projects, significantly less expensive and will improve ROI in the first year of operation.

+ Your best talent, unshackled

You want your best people freed from those redundant, data entry type of tasks, and re-focused on higher-value activities. Have their work worth more, both for them and for your organization.

+ Cognitive extension

Many finance companies still regularly engage with paper invoices, purchase orders, and applications. With UiPath’s advanced optical character recognition technology (OCR), RPA software robots are able to interpret scans of paperwork and transfer data into digital formats in a more efficient manner. And now, with cognitive features like language detection, named entity recognition, and sentiment analysis, automation can meet the demands of complex decision making.

Insurance and Superannuation


Most insurers today are facing one set of distinct challenges: how to create dynamic, high-growth business while managing risks and reducing costs at the same time? In many ways, they are caught between two conflicting concepts. On one hand, insurance customers are not different from general consumers. And today, all of them are savvy, connected and demanding. They expect fast, empowering and transparent customer experiences, on any of their devices, from wherever they might be. On the other hand, the enterprise applications within most insurance companies are 10 to 30 years old and were never intended to provide the functionality and capabilities required to meet the expectations of today’s customers. If anything, the systems have become more complex and rigid as they have changed to meet new business and compliance requirements. 

CiGen finds that most customers perceive the investment and risk associated with updating and upgrading these legacy systems to be prohibitive. Instead, what they are looking for is a technology that provides a bridge to the features and capabilities they need to stay competitive. Our RPA solution technology gives them a non-invasive way to integrate their core systems and ancillary software applications in a way the supports existing EAI and BPM architecture.

+ Scalability

UiPath’s software robots can be increased or decreased in a matter of seconds without cost fluctuations. This uniquely scalable technology also enables multiple robots to be placed on a single virtual machine. Intelligent scheduling also means that active software robots are allocated to different workflows based on priority and demand using work allocation algorithms. Software robots can be deployed from the Cloud or on premise, while users across business units and geographies work together from a single secure server.

+ Non-invasive compatibility

UiPath’s non-invasive nature allows software to be an ideal solution for insurers that still rely on legacy systems and disparate programs. Due to its highly accurate computer vision technology, the UiPath platform interacts with the presentation layer by imitating human keystrokes and mouse clicks, meaning that there is no need to replace the existing IT setup. RPA can be seamlessly implemented in addition to existing programs (such as web, desktop, CRM, ERP, Helpdesk, and Citrix applications). The UiPath implementation is up to 8x-10x faster than its competitors in cases where Citrix is used.

+ Compliance and security

Using UiPath’s software robots, actions are saved into a central log where they can be monitored live and reviewed. This enables insurance providers to produce detailed analytics, for better risk profiling; maintain high levels of security; and enable personalized services. The UiPath platform also integrates Kibana, for highly customizable data visualization. These features allow insurance providers to comply easily, while adapting to the fluidity of governmental regulations.

+ Intelligent operations

The UiPath platform is compatible with Cognitive and Artificial Intelligence, which are able to support insurance providers in their decision making, during claims processing and customer risk analysis. By integrating Google, Microsoft, and IBM & ABBYY OCR technology, the UiPath platform enhances the RPA solution's value. OCR technology is a goldmine for insurance operations because it helps handle unstructured data and helps digitize operations. With cognitive features like language detection, named entity recognition, and sentiment analysis, automation can meet the demands of complex decision making.

IT and Communications

As more and more people turn to telecommunications companies to keep them connected with diverse, global networks, these companies must compete with one another to provide the fastest, most affordable, and cutting-edge services. Yet, many telecom providers are burdened with rapid growth and large volumes of operational processes—managing data, controlling cost, increasing business agility, acquiring talent, and developing new services. Each of these pain points presents significant challenges in delivering the most innovative services to customers. 

This is where RPA is uniquely positioned to help telecom companies meet and overcome these challenges. Many industry analysts predict a significant rise in the next three to five years for automation as one of the key solutions for the telecom industry. Whether it is helping telecom companies manage large, unstructured datasets or increase their responsiveness to industry disruptions via streamlined operational tasks, RPA is perhaps the perfect match for the telecom industry as it continues to grow and develop on a global stage.

+ Enhanced agility and scalability

UiPath’s software robotic workforce can be easily sized up or down, with a simple mouse click and no additional costs. With UiPath’s intelligent scheduling and multi-tenancy capabilities, telecom providers can deploy an agile workforce in the Cloud or on-premises from a single central server. Flexible automation can stretch across multiple business units and locations so that telecom providers can respond to permanent internal growth or temporary changes in customer demand.

+ Improved data communication and transmission

The UiPath platform interacts with the user interface like a human, while getting implemented non-invasively in addition to existing programs. UiPath is compatible with web, desktop, CRM, ERP, and Helpdesk applications, performing especially well (8X-10X faster) in Citrix environments. With ABBYY and OCR services, UiPath is able to help telecom companies remove data gaps between disparate information sources and reduce reliance on paper files.

+ High levels of data security

The UiPath platform maintains robot-related activity reports and analytics but never locally stores any process-related data from the software robots. Because cyber security risks are a concern for the majority of telecom providers, UiPath ensures that all customer and company information is kept confidential throughout automated operations.

+ Significant cost reduction

CiGen’s costs are significantly less than the often-prohibitive costs for telecom providers during BPMS or ERP implementation. Even more so, a software robot’s expense is about one-fifth of the cost for a full-time employee in the telecom industry. The UiPath platform enables telecom providers to attain rapid internal cost reduction and ROI in as little as 3 months.



Similar to commercial organizations, the Public Sector faces issues that require immediate attention: from a high volume of work that blocks productivity; to employee shortage; from frequent regulatory and policy modifications; to insufficient collaboratory tools that allow different departments to synchronize. 

For example, in the United States alone 58% of citizen-related processes are still paper-driven, while in the United Kingdom only 20% of public service employees do strategic work that requires analytical thinking. RPA finds fertile ground and strong opportunities in the Public Sector, as it allows to prioritise human-centric services and declutter departments from redundant and time-consuming tasks. RPA has a positive impact on cost reduction, productivity, accuracy, data analysis and decision-making.

+ Fast and easy RPA development

Visually intuitive, feature-rich and extensible Studio designer allows ease of automation of complex processes with fewer man-hours – so ROI and performance benefits arrive faster. It is packed with template activities and a powerful recorder that can follow clicks and keyboard strokes and turn them into an automation sequence, helping you jumpstart your automation.

+ Works with all applications

UiPath Robot works with all applications, whatever they may be, operating them just like a human user: clicking, typing and reading screen information through OCR and computer vision. Legacy systems, web applications, Java applications, databases, and even custom applications or virtualized machines, can be automated with UiPath. It can handle browsers, emails, terminals, excel, word, PDFs, databases, and many others.

+ Attended and Unattended

Our Robot is capable of performing both attended and unattended automation. The Attended Robot delivers high productivity and low handling time in service desk or help desk activities, being your human’s employee reliable co-worker. Some of these customer-facing tasks are license application processing, permit applications, incident reporting, diagnostics, discharge processing and more. Triggered when needed, this Robot works under full human control and supervision. The Unattended Robot performs efficiently in batch mode any number of back-office activities, such as payroll, benefits management, reconciliations, recruitment and new hire processes. It is deployed by UiPath Orchestrator, with remote access available.

+ Collaborate privately and securely

This feature allows a single organization to set up separate, secure working space for different departments or geographical units working with the automation. Large government institutions or healthcare services providers that implement RPA in different departments, at different stages, automating completely different processes, can benefit from this feature. This means the automation project can be easily scaled with no extra operational costs or infrastructure investments.

+ Remain fully compliant

With UiPath Orchestrator managing your entire workforce, it has never been easier to ensure each decision taken is the right one. Orchestrator provides logging, monitoring, and a full audit trail. Both the Robot’s and the user’s actions are captured and stored in log files archived by ElasticSearch analytics, and, with Kibana integration, you can easily create custom dashboards. Now your organisation respects changing regulations and maintains a transparent relationship with the government, other international public sector partners, taxpayers and the large public.

+ Highest-level security

We understand how important security is for Public Sector organizations, not to mention preserving sensitive citizen data. UiPath Orchestrator ensures data and access control and Robot login credentials are stored in CyberArk Enterprise Password Vault, a reliable and robust technology used by leading global companies. Our solution runs automation under locked screens and uses the TLS 1.2 protocol to provide privacy and data integrity.

Business Process Outsourcing (BPO)


Industry analysts may be unanimous in forecasting rapid and large-scale adoption of RPA technology by BPO providers, but it would be a serious mistake to expect that all RPA products will give them equal value. At CiGen we identified the essential requirements for BPO and swelected UiPath specifically for their needs.

While all RPA customers want the basic benefits of the technology: cost reduction, accuracy, faster cycle times and non-invasiveness, we acknowledge how BPO providers are differentiated by these requirements.

+ Exceptional Citrix automation

UiPath’s intelligent computer vision and image recognition technology deliver unrivalled Citrix automation speed (8X - 10X faster) and reliability (automatically adjusts to screen changes).This is important because 95%+ of BPO customers have Citrix environments, some have dozens and others have hundreds. Any automation weakness in this area should be a cause for concern.

+ Virtual delivery centres

VDCs allow BPOs to leverage their global delivery strengths by centralizing automation teams in a few global centres and deploying/managing their virtual workforces in the Cloud. VDCs require two essential product features that UiPath provides - Multi-tenancy: complex deployments demand only one central server, not dozens; Multi-robot Residency: virtual machines can host multiple robots, not just one.

+ Intelligent Operations Platform

UiPath has been advanced to include: Intelligent Scheduling, Intelligent Execution, Intelligent Scalability & AI/Cognitive Automation. This is designed with one important aspect in mind: BPO providers have a customer base focused on the execution of high transaction volumes. UiPath’s Intelligent Operations Platform provides the high-performance batch processing required to deliver large volumes of work at profitable levels of efficiencies.

+ Insightful reporting

Our Intelligent Operations Platform includes reporting using Elasticsearch and Kibana. These open source technologies provide unsurpassed analytical and graphic power, and customization for the management reporting requirements of tens, or hundreds of BPO customers.



Manufacturers already implement physical industry robots to assemble, test, and package their products. Despite these robots being able to help streamline the assembly line, the manufacturing industry still struggles to maintain control over managing its back-office and operational processes. Manufacturers must juggle labor and time-intensive processes such as customer communication, procurement, inventory management and payment processing. At the same time, they have to maintain cost reduction and innovative business practices. In order to overcome these pain points, many manufacturing companies are turning to RPA to attain improved agility and more streamlined operations across the value chain, resulting in up to a 20% cost savings across various touch points.

+ Enhanced regulatory compliance

The UiPath platform never stores any process-related data from the software, meaning that all customer, supplier, and company information is kept secure throughout automation. The software robots’ actions are saved into a central log where they can be monitored and reviewed through ElasticSearch, ensuring visibility throughout a manufacturer’s supply chain and operations. The needed data is easily accessible for a potential audit and automated processes can be quickly updated to reflect changes in regulations.

+ Real-time process monitoring and analytics

UiPath is a tool for non-invasive data extraction for wider and deeper analytics, but it also provides specific analytics for each executed process. Real-time reporting provided by the software robots allows manufacturers to determine optimal inventory levels based on previous needs, and to modify current operations based on patterns in customer demand. UiPath’s intelligent scheduling and execution mean that software robots are always working on the task with the highest priority.

+ Ability to bridge digital platforms with paper

Powered by its computer vision technology, the UiPath platform interacts with the presentation layer by imitating a human user. Because the software is process and application-agnostic, UiPath can be seamlessly implemented in addition to existing programs, such as web, desktop, CRM, ERP, Helpdesk, and Citrix applications. With IBM and Abbyy OCR technology, manufacturers can also digitize their paper files and integrate physical data into their existing digital operations.

+ Digitized communication

UiPath relies on Google, Microsoft, and IBM & ABBYY OCR technology. This means that the platform is able to provide manufacturers with language detection, named entity recognition, and sentiment analysis capabilities that are invaluable and necessary features in automating communications. When applied to email and chat-based communication, UiPath’s automation capabilities help manufacturers respond to customer and supplier requests in a timely and efficient manner.



As patient numbers grow, healthcare providers are challenged with managing levels of inventory, supporting digitization of patient files, optimizing appointment scheduling, and executing billing and claims processing. To help overcome these operational pain points, more and more healthcare providers are embracing RPA to alleviate these challenges and drive enhanced efficiency and growth. Healthcare is predicted to have a 36% automation potential. This means more than a third of healthcare tasks—especially managerial, back-office functions—could be automated, allowing healthcare providers to offer more direct, value-based patient care at lower costs and increased efficiency.

+ Streamlined front-office support

Patients are at the forefront of the healthcare industry, and RPA allows service providers to improve the quality of their forward-facing operations. With its cognitive RPA, UiPath’s automation is able to achieve complex language, named entity recognition, and sentiment analysis capabilities by integrating Google, Microsoft, and IBM & ABBYY cognitive and OCR services. When applied to digital helpdesks or communication platforms, UiPath’s front office capabilities allow software robots to efficiently respond to patient requests.

+ Enhanced data confidentiality

UiPath does not locally store any process-related data from software robots. The platform only maintains robot-related activity reports, either locally or on the Orchestrator if using the server option. Patient information accessed during automation of data transfers or claims processing is always confidential.

+ Superior system compatibility

UiPath non-intrusively runs automation through human-like interactions with the user interface using intelligent computer vision. Because the software is a process and is application-agnostic, UiPath allows automation of existing healthcare systems and applications (both native and web) to be modeled without affecting the underlying code. It also works exceptionally well in Citrix environments (8x-10x faster) where there is no access to the application’s user interface elements. This is crucial since

+ Better cost management

A software robot’s expense is typically one-fifth the cost of a full-time healthcare staff member. With UiPath’s intelligent scheduling and multi-tenancy, healthcare providers can leverage a cost-effective workforce and significantly reduce operating costs. Robots can be deployed in Cloud or on-premises from a single central server, making automation possible across multiple independent business units.