Case Study: Largest Banks in India achieve 5x account openings and 75% faster processing with Datamatics TruBot RPA

TruBot Automates Tab Based Account Opening For A Large Bank

Largest Banks in India needed to drastically speed up tablet-based (TAB) account openings to serve more customers while reducing lengthy processing times, repeated KYC document verification during field visits, and manual back‑office data entry. They engaged Datamatics and its TruBot RPA product to address these challenges.

Datamatics implemented TruBot to automate tablet e-form capture, photo-based KYC ingestion, government and bank-system validations, exception handling, and automated account creation so sales reps could complete openings in 2–3 minutes. Datamatics’ solution raised accounts opened per day from 3,000 to 15,000 with the same workforce, increased productivity by ~500%, cut processing time by 75% (from 12 to 3 minutes), and reduced resource costs by 25%.