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AI-powered banking automation: a smart investment on all accounts

In an industry full of uncertainty, embedding AI and automation in your operating model is a big bet you can bank on

Account requests, handled. Loans, processed. Fraud, detected.

With the tedious out of the way, it’s time to refocus on client relationships, product innovation, and increased value across the organization.

Productivity boost

20-30%

productivity boost for banking employees when using AI tools

Accenture, 2024

AI impact

73%

of US bank employees' time has a high potential to be impacted by AI

Accenture, 2024

Revenue growth

24%

of banking executives believe their firm is well positioned to reap the benefits of AI

Bain survey, 2024

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Case study

GenAI takes the pain out of pricing for Deluxe

See how AI led the charge in a 99% increase in time to value

Read the case study
Deluxe case study
Sumitomo Mitsui Trust Bank
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E-book

Unlocking data potential:

The transformative power of fourth-generation intelligent document processing.

UiPath
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Comprehensive automation coverage

In a world of point solutions, the UiPath Platform™ does it all.

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Efficiency

Cut operational friction with end-to-end automation throughout the enterprise.

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Risk

Strengthen your risk posture with data insights and near-elimination of error​.

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Growth

Use new data to improve product offerings and launch initiatives with fewer resources​.

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Innovation

Turn unstructured data into powerful insights and personalized client experiences​.

Ready to deploy automation across your bank?

Banking automation solution areas

Explore real automation areas and use cases relevant to your organization

  • Lending
  • Customer experience
  • Cards and payments
  • Risk and compliance

Inefficient lending cycles? We can lend a hand.

Using AI, automation helps shorten the lending cycle by processing documents, automating mundane tasks, and giving agents a digital assistant.

Business use cases:

  • Origination

  • Loan processing

  • Underwriting

  • Funding

  • Administration and monitoring

  • Default management

See how
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Give customers the info they need, via the channel they prefer.

Discover smarter self-service customer journeys, and equip contact center agents with data that dramatically lowers average handling times.

Business use cases:​

  • Account maintenance​

  • Data extraction ​

  • Customer support​

  • Onboarding and account setup​

  • KYC and due diligence​

  • Fees and chargebacks​

  • Account closure​

  • Cash deposit/withdrawal

See how
AI assistant - What are the benefits of using AI assistants? - More satisfied customers

Tamp down fraud, speed up dispute resolution.

Find value in overlooked disputes by automating the classification and management of chargebacks and dispute resolutions.​

Business use cases:

  • Prospecting and application​s

  • Processing and approvals​

  • Payments and settlement​

  • Collections and servicing​

  • Dispute and fraud management​

  • Network management

See how
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Ensure compliance with an always-on ​auditing machine.

Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: analyzing results.

Business use cases:

  • KYC and client due diligence

  • Transaction monitoring​

  • Screening and alerts management​

  • Risk monitoring​

  • Reporting internal/external

See how
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More to explore in banking automation

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White paper

Destination: Banking Automation

Automate key areas to upgrade financial services, from consumer and commercial banking to capital markets.

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AI Summit

Webinar

UiPath AI Summit Banking breakout: Turning AI potential into results

Learn how to enhance productivity, elevate employee satisfaction, and delight customers by applying the latest advances in AI and automation.

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White paper

Modernize risk management with GRC automation

Download our e-book to discover how automation and AI can reshape your GRC processes, ensuring compliance, resilience, and a competitive edge.

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Intelligent automation you can bank on