$500,000 saved in 6 months for a financial services organization by AssistEdge.




A 147-year old Fortune 500 firm built on the back of its community banking excellence offering various financial services was looking at digitally transforming their refunds processes. The refunds for fraudulent transactions were although low dollar transactions where the expense required to file charge backs outweighed the returns, but the high volume meant that these omissions were costing the firm millions of dollars each year.

The organization looked at Intelligent Automation to transform these processes and also maintain an audit trail for each settlement. They adopted AssistEdge to not only automate the process but also update the firm’s internal systems while alerting its RPA champions and subject matter experts to failed or defaulted transactions, all with detailed explanations.

Read the case study to know how they succeeded in their Automation journey.


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