A leading US-based financial services company with over 50 billion in assets, offers banking, mortgage, and investment services across the southern US.

Opportunity

The client wanted to uncover actual insights and process variations executed on the floor. Since this was a banking process, application and process-related information were not disclosed. Hence the intention here was to discover process variations and usage patterns.

Solution

With the implementation of AssistEdge Discover

Outcome

Discover highlighted that the avg. time for process was in line with client benchmarks
Discover identified that more than 5 disparate applications were used in the process
Automation Blueprint indicated the process as ‘ready for automation,’ and insights highlighted the need for user training

What’s more? The client has initiated fixed required on the current process and has initiated Process Discovery on a new process.

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