Case Study: Large US Financial Services Firm achieves near-instant customer engagement and 99%+ faster service levels with Automation Anywhere

Using Automation Co-Pilot to wow customers and win more business

The Large US Financial Services Firm, a $500B diversified institution with 50,000+ employees, needed to speed up loan responses for customers while its 40-person underwriting team struggled with disconnected systems and manual work. These bottlenecks slowed engagement with leads and made it harder to win business, even though speedy replies were critical in a competitive market.

Automation Anywhere used Automation Co-Pilot to deliver generative AI-powered automations that guided data capture and handled behind-the-scenes tasks across complex, cross-application workflows. The solution automated 60% of customer inquiries and 80% of complex calculations, reduced response times by 67%, and cut service level standard time by over 99%, helping the firm achieve near-instant engagement and higher deal win rates.