The client is one of the key players in the Indian banking industry. They have their presence in Asia Pacific, Europe, and North America. It offers a wide range of banking products and financial services for corporate and retail customers
The bank had thousands of customers visiting every day in multiple branches across the country. For every customer visit, the swipe-in and swipe-out requests came in due to customer visits at branch, customers calling the call center, and customer accessing the digital banking channels i.e. online banking.
The bank wanted to automate the entire process in order to avoid the duplication of the customer requests and save the additional operational cost.
The Bank has taken major initiatives at all levels to digitally transform their core operation process. Datamatics’ experts conducted the feasibility study to assess the client’s readiness for automation; and then navigated through a well-orchestrated strategy plan by implementing its AI-enabled proprietary RPA solution, TruBot.
In order to make the process error proof, Datamatics designed a web interface to collect all the incoming requests and linked it to the unified desktop system at the bank’s branch / contact centre / CPC from where TruBot could capture customer requests fed in physically by the bank’s representatives.
The time taken to process the request and update the customer which took 12 hours earlier
Received by customers whether it is on execution or asking for more details based on the request.
In executing the request since there is no manual intervention
In resource costs with only one employee handling the requests that get rejected by robots due to some business validation failure or due to system exceptions.
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