Case Study: Financial Services Corporation achieves 10x prepaid account processing and 100% accuracy with Automation Anywhere

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Preview of the Financial Services Corporation Case Study

How a top financial services corporation is driving better customer experiences with RPA

A leading global financial services corporation and one of the world’s fastest payment processing networks needed to eliminate errors in core systems where accuracy is critical. Manual reviews of prepaid card accounts, sanctions/PEP checks, and dispute processing were time-consuming, error-prone, and didn’t scale—particularly as the company shifted to remote work during the pandemic.

The customer care team rapidly deployed RPA bots to handle prepaid transaction reviews, data extraction and input, PEP/sanctions screening and dispute processing, freeing staff for higher-value work and enabling consistent US-hours coverage. Results included a 10x increase in daily prepaid accounts processed (70 → 700), 95% automation of the prepaid screening workflow, 100% of PEP checks automated, 100% accuracy, automation of 70+ processes, and dramatic reductions in processing time; the company plans further expansion on a cloud-native automation platform.


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