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Named a 2026 Gartner® Magic Quadrant™ Leader for RPA.Recognized as a Leader for the Eighth Year in a Row Download report Download report
Kotak International Cuts Critical Fund Processing Times by 67%
Kotak International modernized time-sensitive international fund operations, reducing critical processing cycles by 67%, improving audit readiness, and scaling execution without increasing operational overhead.
Partner:
By operationalizing AI-powered automation across critical international fund operations, we reduced dependency on manual coordination, accelerated execution timelines, and improved operational reliability, cutting key financial workflows from 90 minutes to as low as 30 minutes.
Shyam Kumar, Business Head,
Kotak International
67%
faster valuation processing
56%
faster EOD processing
100%
automated audit documentation
Modernizing Time-Sensitive Financial Operations with AI-Powered Automation
Facing increasing transaction volumes and operational complexity, Kotak employed governed AI-powered automation, improving operational reliability across high-volume financial operations.
The Challenge
- Time-sensitive fund operations required flawless execution
- Delays impacted valuation and settlement readiness
- Growing volumes increased operational risk
- Time-sensitive workflows limited scalability
- Critical workflows dependent on staff availability
- Settlement risk from inconsistent manual execution
- Rising volumes exposed audit and control gaps
- Execution speed constrained by coordination overhead
The Solution
- Execution decoupled from manual coordination
- Governance and audit trails built into every workflow
- Processing standardized across all input formats
- Real-time notifications replaced reactive oversight
The Result
- EOD cycle time cut by 56%
- Valuation cycle time cut by 67%
- Audit documentation fully automated
- Volume growth absorbed without added headcount
How Kotak Rebuilt Its Financial Operating Model for Scale
International fund operations run on precision and speed. For Kotak International, that meant EOD and valuation workflows had to execute reliably, every day, regardless of volume. But those workflows depended on manual coordination—validations, file handling, audit documentation, and cross-team handoffs that introduced variability and risk at exactly the moments that mattered most.
The leadership decision was architectural: replace person-dependent execution with system-governed automation that could perform at scale without adding headcount or accumulating control gaps. The result was a 67% reduction in valuation cycle time and a 56% reduction in EOD processing, with every step documented and auditable by design.
A Fully Governed Financial Operating Model
With critical fund workflows now running on governed, AI-powered automation, Kotak is extending the same execution model to additional back-office operations — building a financial infrastructure that scales without proportional risk or cost.
EOD processing reduced from 90 to 40 minutes through AI-powered workflow automation.
Valuation workflows reduced from 90 minutes to 30 minutes, with standardized workflow execution improving operational reliability across critical financial operations.
AI-powered automation improves workflow visibility, operational responsiveness, and execution consistency across financial operations
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