Case Study: An American financial services company eliminates backlog and reclaims 18,000 annual hours with SS&C | Blue Prism Chorus BPM

Innovative Operations Team Transitions Work Onshore in Minutes with SS&C | Blue Prism® Chorus BPM

American Financial Services Company, a U.S.-based retirement recordkeeping business handling more than 500,000 transactions a year, faced inconsistent, manual workflows—duplicate data entry, untrackable work passed by email, and limited visibility into processing status. To streamline processing and gain control over routing and reporting, the company deployed SS&C Blue Prism’s Chorus BPM.

Using SS&C Blue Prism’s Chorus BPM, the vendor helped the operations team centralize work intake, auto-assign tasks by experience level, parse requests for automatic routing, and eliminate duplicate system entries. The change returned about 18,000 annual hours to the business, enabled work to shift from off- to onshore in minutes with minimal disruption, and gave managers real-time visibility and the ability to reassign roles without IT intervention.