Case Study: U.S. Multinational Investment Bank achieves secure, compliant, scalable RPA with Automation Anywhere Bot Insight

Global Financial Powerhouse Secure, Compliant & Transparent RPA that Scales

A U.S. multinational investment bank headquartered in New York with over $2.5 trillion in assets and 250,000 employees needed to scale RPA across global operations while meeting complex regional regulations. The firm struggled with regulatory compliance across jurisdictions, role-based access control for diverse user types (developers, business users, production workers), and managing the bot lifecycle as it moved from basic RPA to ML and OCR-enhanced automation.

The firm deployed Automation Anywhere’s Bot Insight to gain end-to-end visibility into what each bot did, enabling compliance with international, national and regional regulations, enforcing role-based access controls, and tracking the bot lifecycle and data in motion/at rest for strategic planning. The solution scaled to 1,000+ bots in production and delivered a 92% reduction in the time to add new accounts, while strengthening security and auditability.