Finance⭐ Featured
Financial Services Workflow Automation
Fortune 500 Financial Firm
2024
Automated client onboarding and reporting workflows, reducing manual labor by 80% and improving accuracy to 99.9%.
Measurable Results
80%
Labor Reduction
99.9%
Data Accuracy
20hrs/week
Time Saved
$500K
Annual Savings
The Challenge
- ✕The client was spending 20+ hours per week on manual data entry, client onboarding, and report generation. High error rates (15%) were causing compliance issues and client dissatisfaction.
The Solution
- Implemented an end-to-end automation pipeline using AI-powered document processing, RPA bots for data entry, and automated reporting dashboards. Integrated with existing CRM and compliance systems.
Technology Stack
Python
UiPath
TensorFlow
Power BI
Azure
SQL Server
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