Banking & Finance

AI Assistant to Empower Customer’s Banking Experience and 24/7 Personalized Service Get a Demo 10 sec Customer query response time. 8 x7 Self-service support accessible by customers for basic tasks. 12 % Increase in customer interaction rate from 12%. The Process The client is a leading global bank that was…

Manage Variability and Seasonality for Loan Processing Using RPA & ICR Technology Get a Demo 240 mins Loan processing time reduced from 4 hours to 30 minutes. The Process The process in scope is the centralized Loan Processing Unit for a global financial institution. The Loan processing unit for the…

Remove Manual Effort From Initiating and Monitoring Asset Transfer Get a Demo $ 0 M Annual savings on asset transfer operations. 0 % Reduction in manual effort. The Process Automated customer account transfer services perform the transfer of brokerage accounts from one firm to another. The services enable eligible participants…

Enhanced Customer Experience Through Improved Portfolio Matching With Predictive Analytics Get a Demo 1 x Increase in the number of portfolios being managed by wealth managers. 0 % Increase in overall performance of portfolios. The Process The Investment advisor takes requests from the customer to redeem, switch, or make an…

Increase the Percentage of Fraudulent Checks Identified by System in Real-time Get a Demo 100 % Reduction in fraudulent transactions. $ 0 M Annual savings on fraud losses. 0 % Reduction in manual check validation operating costs. The Process Even with lower check-processing times due to electronic payments and automated…

Transform Loan Underwriting and Reduce Risk to Support Hypergrowth Get a Demo 100 % Reduction in TAT for underwriting loans. 100 % Increase in loan volume without increasing underwriting staff. 0 % Increase in portfolio profitability. The Process The client is a leading Indian bank that was looking at expanding…

Reduce Turnaround Time (TAT) and Costs With an Enhanced Customer KYC Process Get a Demo < 10 hour Reduced TAT from 10 days to less than 1 hour. 100 % Cost reduction for the onboarding process. 0 % Increase in First Time Resolution for Customer KYC. The Process The Client…