Case Study: MMC achieves 50% increase in applications processed and streamlined client onboarding with Nintex K2 Five

Increasing Productivity and Reducing Risk With Intelligent Automation

MMC, a New Zealand financial services firm, was hampered by a handwritten application onboarding process that created major bottlenecks, tracking difficulties and operational risk as thousands of investment clients flowed through each month. The manual, double-handled workflow generated waste, training challenges and poor auditability, prompting the need for an automated solution.

MMC built a fully automated onboarding system using Nintex K2 Five with a custom UI, Blue Prism RPA to extract Salesforce data, and ABBYY Content IQ for document OCR and analysis. The solution raised application throughput by 50% within the first week, supported 6,000+ onboardings per month, saved over 500 reams of paper annually, freed two full-time equivalents for other work, and reduced training needs and overall risk while improving auditability.

MMC

Craig Richardson

Chief Information Officer