Financial Services Automation

Home Financial Services Automation

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

PurpleWeb inc offers world class solution and services to all our clients and support services of experienced personal. We offer a dynamic blend of strategy consulting and system integration services to help organizations architect and built their business in the Economy.

Get In Touch

545 S. Kimball Avenue, Suite 100, Southlake, TX 76092

info@purplewebinc.com

+1 631-393-0300