Finance CASE STUDIES - Finance Industry - Finance Well-known large Pension planning and pension administrator specialist. Business Case Client was looking to improve customer retention, increase revenues, improve their business processes and by extension their customer experience. Improve responses to their clients in order to upsell and create satisfaction rather than focussing on data inputting. Solution RPA installed to extract/provision of all customer information within one place. Integration of information into all critical systems such as CRM, document repository system, intranet, web apps and QAS. ROI Outcomes Reduced training time by 2.5 weeks. Better customer experience. Average Handling Time improved by 15%. Ability to increase company profitability and customer satisfaction Clear audit trails created and recorded.