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Outsource2india Reduced Client Onboarding Time for a LA-based Bank

Case Study on Reducing Client Onboarding Time for a LA-based Bank

The Client

The client is one of the renowned banks based in Los Angeles, United States of America. They have been catering to the banking needs of top Hollywood celebrities, television actors, theater artists, etc. for a long time now. They are a well-known name in the banking industry known for their top-class customer service.

Client's Requirement

The client was looking for a reliable robotic process automation solutions provider who could help them to reduce their client onboarding time considerably. They were looking for a partner who could help them optimize their processes and reduce the time spent on client onboarding.

The Challenges

Our team of data scientists at Outsource2india had to face a few challenges while executing the RPA solution for the client. Some of the major challenges we faced were -

  • The client wanted us to hire a highly skilled and experienced team for the RPA solution project within a short turnaround time.
  • The client wanted to bring down the client onboarding time from 10 minutes to under a minute which was quite challenging.

The Solution

Keeping in mind the customer's requirements and challenges, our team devised a streamlined and systematic plan for the client. Our team suggested going ahead with the UiPath RPA system as it suited their business requirements. The robot set up by our team helped the client with tasks such as requesting fee waivers, ordering checks, ordering replacement cards, etc.

We deployed 2 robots using the UiPath RPA process which helped the client to reduce the workload from their staff. This enabled the client to focus on other core activities while the robot did most of the manual work efficiently.

The Results

The client was extremely delighted to see the results of the project. Our team was successful in reducing the client onboarding time from 10 minutes to under a minute. Our services helped the client to save nearly 40 hours of work per day. Seeing the impressive results delivered by the UiPath robot, the client has decided to expand the process to other fields such as accounting, finance, and other back-office operations.

Outsource UiPath RPA Solutions to Outsource2india

Outsource2india is one of the leading providers of UiPath RPA solutions in India and a series of other data science services to global clients. We have some of the most experienced and skilled RPA specialists on board who can cater to all your requirements with ease. We leverage the latest tools and technologies while delivering the best quality services to clients.

If you are looking for a reliable and cost-effective UiPath RPA service provider, then your search ends here. Get in touch with us today!

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