Intelligent automation enables banks and financial services companies to transform manual, data-intensive, operations while meeting stringent and constantly changing regulatory requirements.
Improve customer service. Reduce risk. Strengthen compliance. But wait, there’s more.
Reduce cost.
Improve productivity and reduce labor expenses by automating manual and data-intensive processes
Rapid ROI.
Deploy Robotic Process Automation within 3 months and realize immediate return on investment
Strengthen compliance.
Seamlessly access customer data to improve KYC/AML analysis, automate ongoing transaction monitoring, and track regulatory changes
Improve customer service.
Get real-time access to customer information, accelerate customer request resolution, and identify additional product/service needs
Streamline operations & reduce risk.
Simplify and automate manual processes, eliminate processing errors, and reduce operational risk
Increase 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
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
30,000+
Hours saved in customer service delivery
0
Delays for customer account changes
$2M
Saved on systems migration
150
Bots in production
Think of RPA bots as your data logistics team
KYC/AML Compliance
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.
Customer Onboarding
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.
Mortgage/Loan Origination
Apply intelligent automation to extract and index documents, order third-party reports (credit, appraisal, title, flood certification), validate loan data, and streamline loan underwriting.
Customer Service
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/supervisors in real time.
See what RPA can do for financial services & banking
Case Study
Bancolombia increases customer service efficiency by 50% with intelligent automation
Case Study
Learn why RPA is transforming the way everyone at ANZ thinks and operates on a daily basis
Case Study
Keybank leapfrogs past large volumes of work and brand new processes arising from COVID-19
Explore resources for financial services & banking
Request a live demo
Get a personalized demo of the world’s most-deployed RPA platform. Consult with our team of RPA experts on your specific automation needs. During your live demo, ask all your RPA software and intelligent automation questions and we can help you accelerate your RPA journey.
