Log out
Close
Watch the demo
Watch the demo
Watch the demo
All
uipath.com
Forum
Docs
'A Robot for Every Person™': Identify and Engage with New Prospects (Wealth Management)
This automation is designed for Financial Advisors. A robot helps these professionals identify and target private client prospects by researching the web for recently filed S1 documents, extracting executive and Board of Directors information, and importing data to Marketo and Salesforce for outreach.
Related video demos
Video Demo
Regulatory robot: Protect your Data Demo
Check out this insightful training demo to learn how you can reduce compliance risks and protect your data from loss, theft, and unauthorized access.
Video Demo
UiPath Robots: Your Digital Workers
UiPath Robots help you perform repetitive tasks so you can focus on more strategic, meaningful work. These digital workers execute the workflows you created in UiPath Studio.
Video Demo
What is a UiPath Software Robot?
The robots are IN the computer? Still a bit hazy on what Robotic Process Automation (RPA) is? Want to know if our robots clean your floors, help assemble cars, or perform surgery? Spoiler alert: we make software robots.
Get started on your automation journey
Talk to a UiPath expert and see how you can get started.