CASE STUDIES - Insurance & Finance

Industry - Finance
  • One of the largest insurance and financial services companies in the world.
Business Case
  • Looking to improve their customer experience and increase revenues and customer retention.
  • RPA installed to access all customer information and automation of key processes.
  • Provision of integrated application and CTI tabs, customer and policy highlight and search.
  • Integrated messaging and alerts.
ROI Outcomes
  • 6 million per year in annual savings
  • Average Handling Time improved by 15%.
  • Reduced training time by 3 weeks.
  • Ability per interaction to upsell increased by having access to all data in real time with more time allocated to client