01
Wealth Management
VM Wealth
Payments Automation Overhaul
From 4-day processing cycles to 5 minutes. From 200 manual hours to zero.
5 min
Payment cycle
0 hrs
Manual labor
4 → 0
Days to settle
- situation
- VM Wealth's high-value client payment workflow was a four-day, multi-team manual relay with reconciliation errors and audit exposure.
- task
- Compress the cycle, eliminate manual touchpoints, and pass audit without changing the core banking platform.
- action
- We mapped every handoff, engineered an automation layer between the front office and core, and rewrote the operational SOPs around the new flow.
- result
- Cycle time collapsed from 4 days to 5 minutes. 200 monthly manual hours eliminated. Zero post-deployment reconciliation breaks.