Financial Services Automation

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Client Overview

A leading financial services firm needed to improve their customer onboarding process, which was manual, time-consuming, and prone to errors. They required a solution that would streamline the process and enhance accuracy.

Challenges

  • Manual data entry and document verification
  • Long processing times causing delays
  • High error rates affecting customer satisfaction

Solution

PurpleWeb Inc. implemented a UiPath solution to automate the customer onboarding process. The bot collected and verified customer documents, performed data entry, and updated the system in real-time.

Results

  • Time Savings: Processing time reduced by 60%
  • Error Reduction: Improved data accuracy by 80%
  • Customer Satisfaction: Increased customer onboarding speed and satisfaction
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