Banking & Finances
❯
Personal Financial Advisor
❯Next Century Workforce: Partnering humans & robots to drive efficiency & growth
Virtual bank assistant
Scope:
Use of advanced chatbots and dialogue systems to automatize part of call centre activities.
Goal:
Improved Employee Efficiency, Improved Customer Experience
Next Level Customer Services: Email automation with natural language processing
For:
Customer support department
Goal:
Improved Employee Efficiency
Next Century Workforce: Partnering humans & robots to drive efficiency & growth
For:
Financial advisors
Bank employees
Goal:
Improved Employee Efficiency
Next Century Workforce: Partnering humans & robots to drive efficiency & growth
For:
Financial advisors
Bank employees
Goal:
Improved Employee EfficiencyProblem addressed
With too many tedious and repetitive tasks, Credigy Solutions, Inc. found that they needed to free up time for employees to focus on higher-value work. At the same time, they sought to determine which of their business processes could benefit from automation.
Description
To achieve this objective, Credigy Solutions, Inc. used RPA robots to accelerate information gathering and make related decisions, enabling the timely review of 100% of loan-related financial documents. They automated repetitive tasks to make room for continuous business growth at a 15%+ compounded annual growth rate. On top of all this, they deployed over 25 RPA robots to automate repetitive tasks such as invoice processing and due diligence reviews.
Raw Data
AI: Perceive
Automate Process
Conversational agents
AI: Act