Results
13Khrs
Over 13,000 hours saved annually
Speed
Shortened SLA
Better
Eliminated data errors
Company Profile
US Western regional commercial bank, provides commercial real-estate lending, HOA and property-management banking, franchise lending, government-backed small-business lending, and specialty deposit services. Now part of one of the largest western US regional banking platforms following a recent merger that created a combined entity with tens of billions in assets.
Challenge
A leading regional commercial bank determined data entry errors during their account enrollment and approval process caused significant processing delays. This manual process required heavy inter-department communication due to the gap between the account setup and approval. Leadership wanted a solution to reduce the dependency on manual processing while improving processing times and data accuracy.
Solution
The solution uses RPA to navigate to a shared folder to retrieve account setup or approval data and then uses business rules to evaluate the request. The automation enters the data into the accounting system and generates a request processing report which it distributes to business areas for analysis. It applies externalized data cleansing rules that standardize and validate the data, eliminating the need for manual review.
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