Automating for scale, market leadership, and happier customers.
TreasuryONE leverages Automation Workspace from Automation Anywhere to eliminate the repetitive manual aspects of its back-office operations, including performing settlements and sending out deal confirmations. This allows workers to focus more on customer relationships, and it enables the company to scale its business fast to stay on top of the market.Download case study
For us, the big thing is to have the bots do the heavy lifting. Not to replace our people, but to let the bots do the stuff that bots are good at, and let our people focus where they excel: building relationships and providing better service to our clients.
Reduction in errors
End-to-end, business-critical processes automated
Weekly hours refocused on CSAT
Easy-to-use, no code platform powers TreasuryONE's automation journey.
TreasuryONE doesn’t have software developers in-house, so they looked for an automation solution that was easy to use but could solve difficult business problems. TreasuryONE chose the Automation Success Platform because it could be quickly learned by business analysts without coding experience, yet robust enough to address all business challenges.
TreasuryONE wanted to maintain tight control of its intelligent automation deployments, so they built their COE first and automated their processes one step at a time. Within five months, they had completely automated four business-critical processes, reducing errors to zero.
- Performing Settlements
- Sending Deal Confirmations
Expanding automation success to deliver exceptional customer service.
TreasuryONE is focusing on automating the tasks that give its employees more freedom to contribute value to the organization by focusing on the exceptional customer service and support they are known for.
Without automation you become a broker of manual workers, and eventually end up in a price war. We don’t want to be in that position. We want to differentiate ourselves with our people’s human qualities.
TreasuryONE is a leading treasury outsourcer that delivers premier treasury services.