Case Study: Capital One achieves faster corporate card onboarding with West Coast Consulting Group's RPA automation

Capital One cuts data entry errors by 50% with West Coast Consulting Group

Capital One, a major commercial bank, faced challenges in manually onboarding new corporate card holders for its One Card program. This error-prone process in Salesforce created operational risks and hindered scalability. West Coast Consulting Group was engaged to provide strategic advice and implement a Robotic Process Automation (RPA) solution to address this challenge.

West Coast Consulting Group designed and implemented an RPA bot that automated data entry by integrating with Salesforce and mapping information from various forms to the correct database fields. This solution significantly reduced manual effort. The implementation resulted in a 50% reduction in data entry errors and a 27% decrease in credit card cancellations. It also freed up four full-time employees and allowed Capital One to process more clients while improving overall customer service quality.

Capital One