Case Study: Western Union achieves millions in savings and automated transaction confirmation with Alteryx

Western Union uses Alteryx for Transaction Confirmation and to Improve Customer Insight

Western Union, a global leader in cross-border, cross-currency money transfers with hundreds of thousands of agent locations, faced a major data and compliance challenge: reporting and analysis required heavy pre-staging and ETL (Excel to SQL with 30+ queries), manual monitoring, and large teams to meet daily regulatory tasks—such as sending transaction confirmation letters—creating bottlenecks and a stressful holiday workload for staff.

By adopting Alteryx, Bob Bulkley was able to blend eight disparate data sources and apply text analytics to unstructured survey data in a single platform, automate processes that once took days, and put repeatable workflows into production. One early project automated transaction-letter generation in about three hours, now producing over 1,000 letters per day, saving the company millions, ensuring compliance, freeing employees during peak periods, and delivering faster customer-insight and self-service analytics without heavy IT involvement.

Western Union

Bob Bulkley

Manager, Reporting & Analytics