Case Studies

Case Studies

Retirement Plan Client Request Automation

The Money Out Unit at a Major Financial Services Company is responsible for managing client retirement plan-based requests. The team receives email requests from clients asking to either withdraw, take a loan from, or disburse their retirement plan funds. Rather than bogging down the Money Out team with requests, requiring.

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Process Discovery Engagement for Large Healthcare Organization Uncovers 53 Automation Opportunities, 2.65MM+ Cost Savings per Year

A large-scale Health Maintenance Organization currently services multiple counties throughout California. Going into 2022, the organization is looking to expand into new services areas with an estimated 2,700 new members expected by the end of the year. The organization currently has an ongoing RPA initiative with a goal to grow.

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North American Bank Reduces Manual Input by 76% Automating the Checking Program Enrollment Process

A North American Bank offers a checking program that notifies customers when they sign a check for an amount they do not have available in their account. The program allows customers to resubmit their check when the funds are available, reducing the Bank’s time spent handling bounced checks and preventing.

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Implementing Attended Bots for a Major North American Financial Services Institution

A major American financial, retirement and investment firm receives over 3 million calls on average per year through its Client Service Centers, based in three locations across the United States. Approximately 15% of these calls are regarding loan and withdrawal options, also referred to as Money Out (MO) options, and.

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Engineering Firm Automates the Vendor Research Process to Streamline Procurement

The Procurement Team of a Global Technical and Engineering Services Client receives purchasing requisitions for products and parts on a daily basis. To perform the Vendor Research Process, the Procurement Team’s buyers access these new part requisitions in the company’s Internal Catalogue System, then log into and manually navigate an.

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Construction Firm Transforms the Employee Onboarding Process with Automation

The HR Department of a Real Estate and Construction Client is responsible for onboarding new employees, a process that includes setting up new accounts in Microsoft Exchange and 365, and determining which product licenses the new user will need based on their position and organizational unit. Since the client onboards.

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