Case Study: a LA-based bank reduces client onboarding time with Outsource2india's UiPath RPA solution

a LA-based bank cuts client onboarding from 10 minutes to under a minute with Outsource2india

Outsource2india was hired by a major LA-based bank to address a significant challenge in their onboarding process. The bank, which serves a high-profile clientele including Hollywood celebrities, needed to drastically reduce the time required to onboard new clients. Their goal was to find a robotic process automation solutions provider that could help them optimize processes and cut down the onboarding duration from 10 minutes to under a minute.

To meet this challenge, Outsource2india implemented a UiPath RPA solution, deploying two robots to automate manual tasks such as requesting fee waivers and ordering checks and replacement cards. This automation successfully reduced the client onboarding time from 10 minutes to under a minute. The solution delivered by Outsource2india saved the bank approximately 40 hours of work per day, leading the client to expand the use of RPA into other areas like accounting and finance.