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Case Study
ASIA'S LARGEST FINANCIAL GROUP

Transforming Document Management for Asia’s Largest Financial Group

In this case study, we will explore how a leading bank overcame the challenges of manual document processing by implementing our Intelligent Document Processing (IDP) solution. This case study highlights the impact of our solution in transforming the bank’s document management process, allowing their staff to shift focus from tedious administrative tasks to more strategic initiatives.

Heatmap for Banking processes

Automation potential

HIGH

Automation potential

MEDIUM

RISK & COMPLIANCE LIFE INSURANCE OPERATIONS CONTACT CENTER SALES & LOAN PROCESS
KYC &. AML From rule based to learning AI Setting up a life saving from web Account statements Classifying customer messages by utilizing AI Making changes to a loan pay back schedule
Real time analytics with RPA Early withdrawal Serving death estate Emnhancing after sales processes Online loan application
BAFIA and contract update & archiving Closing a Pension Savings account Blocking a card Updating customer address Mortgage loan pre handling
LOG data for audit trail Make a montly saving to a Pensiion Savings account Family onboarding Customer transfers between branch offices Pre handling of fast credit applications
Sanction Screening Month end recurring accruals Closing an account Real time analytics with RPA
Support PDPA compliance with RPA Real time analytics with RPA CSAS feedback loop

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