Case Study: Leeds Building Society achieves seamless, scalable mortgage product transfers with SS&C Blue Prism

Leeds Building Society Enhances Mortgage Product Transfer Experience with Digital Workers

Leeds Building Society, a mutual lender serving first-time buyers and later-life borrowers, faced a manual, time-consuming mortgage product transfer process that risked customer frustration and attrition. With only 40% of customers providing required documents first time and transfers expected to rise by about 30%, Leeds turned to SS&C Blue Prism and its intelligent automation (Blue Prism digital workers) to modernize the experience and reduce wait times.

SS&C Blue Prism deployed Blue Prism digital workers to manage end-to-end product migrations and member communications, enabling a digital alternative to in-person meetings. The automation has migrated 25,000 members, sent over 75,000 automated communications, sustained capacity to process 1,500 transfers per month, and freed more than 11,000 hours of processing time—delivering faster service and better member experience.

Leeds Building Society

Keith Woof

RPA Platform Manager