Case Study: Leading Brokerage Firm achieves $500K cost savings and 50% faster cash application with Automation Anywhere

Leading Brokerage Firm - Customer Case Study

A leading brokerage firm faced high operating costs, frequent errors, and slow turnaround times caused by brokers manually applying client premium payments. The manual cash-application process was inefficient and exposed the firm to avoidable risk and expense.

We deployed Automation Anywhere bots to automate payment intake, apply judgment-based rules to aggregate data from source reports, and accurately allocate cash received from brokers. The solution delivered $500K in savings, a 70% boost in efficiency, a 10% reduction in errors, and a 50% improvement in turnaround time.