Case Study: Intesa SanPaolo achieves automated tax-return processing across 6,000 branches and frees staff for higher-value work with Tungsten Automation

Empowering Staff to Focus on Strategic Tasks That Boost Productivity

Intesa Sanpaolo, one of Italy’s largest banks, faced a recurring operational challenge: during tax-payment deadlines branches processed up to 100,000 payments, each taking roughly five minutes of staff time. This manual burden kept employees from higher‑value tasks and strained branch capacity across its ~6,000 locations.

By deploying Kofax Transformation™ with integration by partner PIC, the bank automated tax‑return processing via branch self‑service kiosks and core banking integration, including automatic recognition of multiple tax form types. The solution has freed staff from routine handling, delivered substantial time and cost savings, processed hundreds of thousands of payments, and is being extended to digital channels to further improve efficiency and customer experience.

Intesa SanPaolo

Ivan Zangani

ICT Manager of Enterprise and Corporate Banking Transformation