Account Management & BAU

INSTANT ACCESS AND FIXED TERM SAVING ACCOUNTS

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Background

Our client, a medium sized bank, had approx. 40,000 customers that held short to long term saving accounts. Previously, these customers would be unaware of their annual interests earned, maturity dates and amounts so they would need to call up the bank to enquire.

To serve these customers daily, bank would need to hire 16 members of staff incurring huge resourcing cost. They did not have such budget so they would have struggled to provide a world class service to exceed the industry expectations and meet regulatory requirements.

Problem Statement

The process needs to connect to SAP, Excel, PDF writer and fixed deposit savings system to collect data and prepare statements.

The steps would involve:

  1. Running the process triggered automatically by the online requests from clients or based on a set schedule;
  2. Extracting all data directly from the savings section of SAP;
  3. Calculating interests and expected return on maturity, including the early withdrawal charges and aggregate amounts;
  4. Generating pdf statements and uploading them onto the DHL postal portal for sending as paper statements;
  5. Generating encrypted pdf statements and sending them electronically with industry-level security, where customers have chosen to receive them electronically;
  6. Generate annual statements and reports and make them available on customers’ online access accounts; and
  7. Running independently, overnight, without any impact on business operations.

Key Deliverables/Success Criteria

Customer Journey through the Automation

Key Successes

Client Testimonial

We considered other off-the-shelf record-and-play RPA solutions prior to contacting Agile guys, however we realised that our requirements being complex and involving multiple systems, needed an RPA provider that can build truly agile, configurable and bespoke solutions. We are happy that we not only avoided cost, but also gained some intangible benefits like CSAT scores.
Head of Operations

Conclusion

Scrum development methodology combined with extensive experience in developing custom coded RPA solutions, we at Agile Automations are changing the desktop RPA scene towards a more sustainable and reliable adaptation of RPA into the businesses.

Can your business benefit from such relentless commitment to perfection? Contact us to find out more!

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Client Sector

Systems Automated

AcrobatAdobe Acrobat

Outlook iconMS Outlook

BackofficeLegacy System

Main Outcomes

Efficient Improved Efficiency

Imrpved Accuracy Improved Accuracy

Robust Due Diligence Robust Due Diligence

Regulatory Reporting Regulatory Reporting

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Client Testimonials

Over 3 years and a 6-figure investment into established well-known packaged Robotics software has been replaced in a matter of weeks at a fraction of the cost with Agile Automations.

CHIEF OPERATING OFFICER, LEADING MULTINATIONAL BANK

In some cases, we were waiting months for fixes to source system adapters with established well-known packaged Robotics software, we’ve not had to wait longer than a single day with Agile Automations to fix matching or interrogation issues.

DIRECTOR, FINTECH COMPANY, JERSEY (CI)

What took 6 months to develop with an established well known packaged Robotics software tool took 6 days with Agile Automations!

Agile Automations are built with effective error trapping and rather than crashing or freezing they present the user with the information from the source system which is causing the error, gone are the days of wanting to throw the computer out the window…

HEAD OF CONTINUOUS IMPROVEMENTS AND CHANGE MANAGEMENT, LEADING MULTINATIONAL BANK