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.
Solution
- 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