Customer Challenge

• Mandate to Increase revenues & customer retention
• Reduce customer support costs
• Mandate to Improve customer experience

NucleusTeq Solution Approach

Use Cases fully automated:

• Billing Inquiry Analysis
• Insurance Quote Lookup
• Knowledge Push
• Automated Documentation
• Agent Groups: Customer Service, Sales, Underwriting, Processing

Outcomes Delivered

• 72% Manual Effort Automated
• 6 million in annual savings
• 2 weeks CSR training time reduction
• 20% AHT reduction
• 6 months implementation

Back Office RPA Solution for American Multinational investment bank and financial services company, also Big 4 Bank with around 10.73% of American bank deposits

Customer Challenge

• Higher waiting time for Mortgage Processing
• Mandate to reduce errors and paper work in the process
• Highly manual process, with redundant and repetitive steps
• Mandate to Improve Customer Satisfaction Rating

NucleusTeq Solution Approach

• Through RPA, the manual & repetitive entries in application processing were automated
• The paper work was digitized through OCR, easier online application & verification, faster underwriting and escalation processing; and reduced process time to a competitive 1 minute from 2 hours approvals
• Process Transformation through Digitization and Process Improvement efforts led to reduced errors

Outcomes Delivered

• AHT improved by a record 35%
• Errors reduced to 0.005%
• Increased loan origination revenue by $12 Million
• AHT reductions and over 25% increased online applications in 2018
• Strongest consumer score in the bank’s history