Case Study: ATB Financial achieves 99% faster turnaround and 20% fewer call center calls with SS&C Blue Prism

Atb Financial Stays One Step Ahead by Evolving With Intelligent Automation

ATB Financial, Alberta’s largest financial institution with over $51.9 billion in assets, faced growing operational friction as customers used more digital channels: simple requests like address changes touched multiple unintegrated internal systems, causing delays, higher contact volumes, and service pain points. To modernize service and maintain its market-leading experience, ATB partnered with SS&C Blue Prism to apply intelligent automation.

SS&C Blue Prism deployed language-enabled intelligent digital workers that turn natural-language requests into structured actions and scaled automation from one-off tasks to end-to-end processes, automating over 40 workflows. The results: turnaround for address changes fell 99% (from 4 days to 3 minutes), call-center volume dropped 20%, complaints decreased 16.3%, and ATB anticipates a $3.8M revenue contribution from reduced attrition.

ATB Financial

Dan Semmens

Managing Director of Transformation - Process Automation, BPM