Improving customer experience while lowering cost through RPA with a financial institution

The financial institution with a large customer base is unable to complete the onboarding process in an efficient manner.

Our team conducted a workshop to understand and document the onboarding process at the financial institution. Subsequently, we identified a number of areas that RPA and Computer Vision technology will help generate the highest ROI and customer experience. After a RPA vendor selection process, a bespoken robotic process automation service provider was selected and a pilot solution was completed within 3 weeks that reduced the customer onboarding time by 30% and reducing 80% of mundane tasks handled by the staff at the financial institution.