Case Study: Leading Financial Services Organization achieves 90% faster processing of bereavement requests with SS&C Blue Prism

ROM 2 Foundations Enables Financial Organization to Process Customer Requests 90% Faster

Leading Financial Services Organization had an intelligent automation (IA) program in place but it was underutilized and hadn’t scaled beyond initial processes. Focused on faster customer service, cost reduction and improved operational efficiency, they engaged SS&C Blue Prism Professional Services to perform an SS&C Blue Prism Robotic Operating Model (ROM 2) assessment to establish scalable foundations and identify gaps in people, process and documentation.

SS&C Blue Prism’s ROM 2 assessment and Professional Services recommendations delivered targeted role definitions, standard documentation and a reusable low-code object library, enabling rapid rollout of automations and ongoing adherence to best practices. As a result, SS&C Blue Prism digital workers now process bereavement claims about 90% faster, returning roughly 6,300 hours to the business, and the organization continues to expand automation with SS&C Blue Prism while planning to add AI, ML and OCR capabilities.