Case Studies

Case Studies

Implementing NLP-Powered Chatbots for Major E-Learning Provider

The Rise of Virtual Customer Service For any organization, successful customer engagement relies on maximizing and optimizing the potential of digital and physical customer service channels to provide a smooth experience. A 2020 Salesforce study found that 69% of consumers prefer to use chatbots for speedy communication with businesses. Powered.

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A $1.5M Lesson in Planning for Scalability: KYC Automation Enhancement for U.S. Bank

The Mistake of Thinking Small with RPA Projects One of the biggest roadblocks to a successful RPA implementation is a lack of planning for RPA scalability RPA scalability within the business. Executives who see automation as optional tend to have a “start small” attitude towards RPA adoption, taking a piecemeal.

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Retirement Plan Client Request Automation

The Money Out Unit at a Major Financial Services Company is responsible for managing client retirement plan-based requests. The team receives email requests from clients asking to either withdraw, take a loan from, or disburse their retirement plan funds. Rather than bogging down the Money Out team with requests, requiring.

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Process Discovery Engagement for Large Healthcare

A large-scale Health Maintenance Organization currently services multiple counties throughout California. Going into 2022, the organization is looking to expand into new services areas with an estimated 2,700 new members expected by the end of the year. The organization currently has an ongoing RPA initiative with a goal to grow.

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North American Bank Reduces Manual Input by 76%

A North American Bank offers a checking program that notifies customers when they sign a check for an amount they do not have available in their account. The program allows customers to resubmit their check when the funds are available, reducing the Bank’s time spent handling bounced checks and preventing.

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Implementing Attended Bots for a Major North American Financial Services Institution

A major American financial, retirement and investment firm receives over 3 million calls on average per year through its Client Service Centers, based in three locations across the United States. Approximately 15% of these calls are regarding loan and withdrawal options, also referred to as Money Out (MO) options, and.

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