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1,200 Man Hours Saved Monthly

Financial
Services

Overview

A diversified financial services holding company, offering retail and wholesale banking, as well as wealth management services through its subsidiaries. As a market leader, it provides a wide array of commercial and consumer financial products including loans, agricultural finance, card products, deposit services, and transaction services. Additional services encompass mortgage banking, equipment leasing, insurance agency and brokerage, securities brokerage, investment banking, trust services, computer and data processing, investment advisory, mortgage-backed securities servicing, and venture capital investment.

Challenges

  • Minimize work effort for FTEs performing repetitive tasks.

  • Inefficiency due to human errors.

  • Document processing limited to manual availability and efficiency.

  • Poor data quality due to manual errors and inefficiencies.

Tools Used | Technology Leveraged

Impact

1,200

Man Hours
Saved Monthly

$26K

Monthly
Cost Savings

29K

Documents
Processed Monthly

100%

Regression Suite
Automation Achieved

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