Case Study: F500 Financial Services Provider saves $10.8M with Skan.ai

F500 Financial Services Provider Saves $10.8 Million with Skan

F500 Financial Services Provider, a Fortune 500 leader in retail financial advice supporting more than 21,000 advisors, wanted a deeper understanding of end-to-end cash management and wire transfer processes. The company turned to Skan.ai and its process intelligence platform to uncover operational inefficiencies, process variants, turnaround time drivers, and workforce capacity improvement opportunities.

Using Skan.ai, the client mapped processes end to end, analyzed workload and productivity, identified rework loops and non-process work, and discovered automation opportunities. The effort led to workforce rebalancing, process standardization, and SLA/OLA changes that helped generate $10.8M in savings over three years, including more than $1M in automation-related savings and about 30 low-risk, high-value automation opportunities.