Where does intelligent automation make an impact in banking and financial services?

Reduce costReduce cost

Improve productivity and reduce labor expenses by automating manual and data-intensive processes.

Rapid ROIRapid ROI

Deploy Robotic Process Automation within 3 months and realize immediate return on investment.

Strengthen complianceStrengthen compliance

Seamlessly access customer data to improve KYC/AML analysis, automate ongoing transaction monitoring, and track regulatory changes.

Improve customer serviceImprove customer service

Get real-time access to customer information, accelerate customer request resolution, and identify additional product/service needs.

Streamline operations & reduce riskStreamline operations & reduce risk

Simplify and automate manual processes, eliminate processing errors, and reduce operational risk.

Increase resource capacityIncrease resource capacity

Deploy Digital Workers to augment employees and provide additional capacity to manage peak processing volumes.

Automation saved Santander 30,000+ hours in customer service delivery time last year

Centralized RPA deployment enabled Santander to rapidly automate front- and back-office processes, resulting in accelerated service to customers.

Process Owner

Process Owner

Automation allows employees time to focus on work that brings the customer value, work that makes a difference to them. – Nina Møller, Process Owner, Backoffice


Hours saved in customer service delivery


Delays for customer account changes


Saved on systems migration


Bots in production

Think of RPA bots as your data logistics team

Use RPA and IQ Bot to ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations, and develop an accurate client risk profile, support fraud identification, and conduct ongoing account monitoring.

use RPA and IQ Bot

Automate new account setup activities and streamline data collection from internal and external systems for Customer Due Diligence, distribute welcome packets, and update CRM systems with new customer data.

Automate new account setup

Apply intelligent automation to extract and index documents, order third-party reports (credit, appraisal, title, flood certification), validate loan data, and streamline loan underwriting.

Apply intelligent automation

Enable CSRs with RPA attended automation to access and aggregate data across multiple systems, handle change requests, cross-sell financial products, and interact with underwriters and supervisors in real time.

Enable CSRs with RPA attended automation

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