Top financial services corporation

Delivering better customer experiences no matter what happens.

Despite having to shift employees to work remotely at the peak of the pandemic, the global customer care team was able to quickly implement automations to alleviate the manual work related to prepaid card transactions, PEP or sanctions list checks, and dispute processing. The solution provided guardrails to ensure its brand was protected while also driving better customer experiences.

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Customer Quote

Everything we do is customer-driven. The work these bots are doing is helping drive a better customer experience.

RPA Manager

Customer achievements.

Customer Achievements

10X

Increase in daily prepaid accounts processed

95%

Of prepaid card screening process automated

70+

Processes automated

Automating 95% of workflow keeps a billion cards working around the world.

The company needed to eliminate errors in its core systems where accuracy is paramount. By implementing intelligent automation, they were able to automate 95% of the workflow, significantly increasing their daily accounts processed from 70 to 700. The remaining 5% required minimal employee screening. Automating also allowed the team and automation to work during US hours, boosting overall productivity. Another automation streamlined core system processes, such as inputting bank identification numbers, freeing up employees and preventing errors for billions of cards worldwide. PEP checks were also expedited, reducing hours of manual work to just 10 minutes with an automation.

Processes automated.

Prepaid card transaction reviews
Data extraction and inputting

Politically exposed person (PEP) or sanctions list checks
Dispute processing

Ramping up automation across more use cases.

The company aims to take advantage of the full Agentic Process Automation System, utilize Document Automation and Process Discovery for process simplification, automate repetitive tasks with Automation Co-Pilot, and increase automated use cases by 20% in the next year.

Customer Quote

There is no scope for error in our core systems. RPA ensures our brand and reputation are protected from these kinds of issues.

Lead Software Engineer