A Leading Bank: From Manual Delays to Instant Account Opening with TruBot

One of the Largest Banks in India

The Challenge: Overcoming Delays in Account Opening

The client, a leading bank, was witnessing a surge in new customers every day—a sign of growth, but also a challenge. With every new customer came the need for swift and efficient account opening. However, their existing manual process was slow, cumbersome, and prone to errors.

As applications piled up, processing delays frustrated customers, forcing many to abandon the bank for faster alternatives. The competition was quick to capitalize on these inefficiencies, luring away potential customers with seamless digital onboarding experiences.

Recognizing the urgency, the bank knew it had to act fast. Automating the account opening process wasn’t just an option—it was a necessity. They needed a solution that would accelerate onboarding, enhance customer satisfaction, and give them a competitive edge in the fast-paced banking industry.

The Solution: Intelligent Automation with TruBot

To tackle inefficiencies in account opening, the bank partnered with Datamatics to implement TruBot, an advanced RPA solution designed for seamless banking automation.

With TruBot, the entire process became digital and automated, eliminating delays caused by manual intervention. TruBot leveraged TruCap+, an Intelligent Document Processing (IDP) solution, to read, extract, and validate customer data from submitted documents. The system cross-checked details across government websites and the bank’s internal systems to detect duplicate accounts, ensuring compliance and accuracy.

By integrating AI-driven automation, the bank significantly reduced processing time, improved efficiency, and provided customers with a faster, hassle-free account opening experience.