In an industry full of uncertainty, embedding AI and automation in your operating model is a big bet you can bank on
With the tedious out of the way, it’s time to refocus on client relationships, product innovation, and increased value across the organization.
Accenture, 2024
Accenture, 2024
Bain survey, 2024
E-book
The transformative power of fourth-generation intelligent document processing.
In a world of point solutions, the UiPath Platform™ does it all.
Efficiency
Cut operational friction with end-to-end automation throughout the enterprise.
Risk
Strengthen your risk posture with data insights and near-elimination of error.
Growth
Use new data to improve product offerings and launch initiatives with fewer resources.
Innovation
Turn unstructured data into powerful insights and personalized client experiences.
Ready to deploy automation across your bank?
Explore real automation areas and use cases relevant to your organization
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
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
Find value in overlooked disputes by automating the classification and management of chargebacks and dispute resolutions.
Business use cases:
Prospecting and applications
Processing and approvals
Payments and settlement
Collections and servicing
Dispute and fraud management
Network management
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
White paper
Automate key areas to upgrade financial services, from consumer and commercial banking to capital markets.
Webinar
Learn how to enhance productivity, elevate employee satisfaction, and delight customers by applying the latest advances in AI and automation.
White paper
Download our e-book to discover how automation and AI can reshape your GRC processes, ensuring compliance, resilience, and a competitive edge.