Case Study: a leading retail bank automates deceased account processing with Maisa AI

Leading Retail Bank - Customer Case Study

A leading retail bank faced a significant challenge in manually processing deceased client accounts, a complex and sensitive procedure fraught with inconsistencies and regulatory risks. Their entirely manual process for verifying death certificates, closing accounts, and communicating with families was slow and error-prone, causing operational strain. To solve this, the bank partnered with Maisa to implement an AI-powered solution.

Maisa implemented a Digital Worker built using Maisa Studio to automate the entire workflow. The solution handles document understanding, automated account identification, and manages sensitive family communications. This automation from Maisa significantly reduced processing times, eliminated errors, and ensured full compliance and consistency across all procedures.