Case Studies

Case Studies

Suspense Processing Automation

A Major Loan Servicing Company is responsible for managing their borrower’s suspense accounts. The suspense account is a catch-all account in which the borrower’s money is stored until the loan servicing firm decides where to allocate the funds. The money in the suspense account can be moved to pay any.

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Equity Investment Report Automation

A Global Oil & Natural Gas Exploration/Production Company employs a team of Financial Analysts each month to close out all projects from the previous month and run queries on project cash flows. Using finance department applications and a business warehouse system in SAP, this important process includes: running a variety.

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Machine Learning and RPA: How to Automate the Enrollment Process

BACKGROUND: The client is a Leading Online Education Provider Company that is affiliated with more than 300 schools in the United States and receives more than two million applications from potential students annually. The application requirements for each individual school associated with the online services provider is different and each.

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Create Credit Disputes: A Customer Service Solution

BACKGROUND: A Fortune 500 Financial Services Company receives more than 200 Credit Dispute Complaints from customers daily. Utilizing a staff of three FTE’s and Four Credit Agents to investigate, action, and respond to each dispute resulted in hours of work daily both within and beyond working hours to appropriately resolve.

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Know Your Customer Data Download: RPA Implementation in a KYC Process

BACKGROUND: For any company Customer Relationship Management is an integral part of running a profitable business. Being able to quickly update, upload, and download accurate and up-to-date information, for a Financial Service Company especially, is important for monitoring customer risk and alerting agents and customers of possible fraudulent activity on.

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Notification of Overdue Items: Accounts Receivable Follow Up

BACKGROUND: A Global Insurance Company is made up of 100’s of insurance brokers that act as agents for their respective insurance clients. The company has an internal team of accounting employees currently spending a portion of their day dedicated to checking through every policy broker’s accounts and portfolio of corresponding.

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