A leading financial institution’s corporate treasury department was struggling with time-consuming manual processes, data silos, and operational inefficiencies. The team was responsible for managing cash flow, liquidity, financial risk, and compliance, but their reliance on manual reconciliation, reporting, and interest rate management created bottlenecks that affected accuracy and efficiency.
The institution needed an automation solution that was fast to implement, required minimal IT support, and could scale with changing business needs.
We designed and deployed a low-code/no-code (LCNC) automation platform to streamline treasury operations without requiring extensive technical expertise.
Conducted a treasury process assessment to identify bottlenecks and high-impact areas for automation.
Implementing Low-Code/No-Code Automation
Automated reconciliation and reporting – Eliminated manual data entry errors by integrating financial systems with an automated reconciliation workflow.
Enabling Treasury Team Independence
Trained treasury staff to manage and modify automation workflows without IT dependency.
Developed adaptive automation templates to allow the team to scale automation across other treasury functions.
Designed a governance framework to ensure compliance with financial regulations and audit requirements.
Through our low-code/no-code automation deployment, the treasury team achieved:
✅ 10,000+ hours saved annually, freeing staff to focus on strategic financial management.
✅ 50% reduction in reporting and reconciliation errors through automated workflows
✅ Streamlined interest rate management, eliminating manual tracking and reducing calculation errors.
✅ Integrated treasury data from multiple financial systems, improving visibility and decision-making.
✅ Faster compliance reporting, reducing the burden on internal audit teams.
By implementing low-code/no-code solutions, the institution gained agility, improved accuracy, and significantly enhanced operational efficiency, all while empowering employees to manage automation independently.
Mithril Advisory specializes in automation, AI-driven strategy, and scalable digital transformation. Our low-code/no-code expertise ensures that businesses can implement fast, cost-effective automation solutions with minimal IT overhead.
At Mithril Advisory, we don’t just implement automation; we help businesses build intelligent, self-sustaining solutions that drive long-term growth.
