How a firm enhanced efficiency using Automation Co-Pilot.

Faster responses to create happier customers and more closed business.

The firm used Automation Co-Pilot to create generative AI-powered automations that guide customers in critical data capture and automate behind-the-scenes tasks for complex, cross-application processes. By modernizing outdated methods, security and privacy controls remained robust and workers gained critical deal details and more time to engage with customers. Now, with over 260 processes automated, teams are not just more productive; automation has enabled a more engaging customer experience that drives real business results.

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Customer Quote

Silos are the roadblocks we need to eliminate. We must automate work, streamline cross-application workflows, and empower our people to be more efficient.

Strategy & Planning Manager
AAR- Robotic Process Automation

Customer achievements.

Customer Achievements

>99%

reduction in service level standard time

80%

complex calculations automated

60%

customer inquiries automated

Automating slow, complex processes for a better customer experience.

Loan customers have many options, so speedy replies matter. However, inefficient processes slowed the 40-person underwriting team. Instead of engaging with leads, disconnected systems and manual tasks extended response times and frustrated both workers and customers.

Now, with Automation Co-Pilot, valuable customers are guided with generative AI-powered processes that capture more detailed and deal-driving information. Customers then get near-instant engagement and teams get more customer insights and more time to build relationships and close business. By automating 60% of responses and 80% of complex financial calculations, Automation Co-Pilot helped the firm reduce response times by 67% and service level standard (SLS) times by over 99%, contributing to dramatically higher loan deal win rates.

Processes automated.

Loan processing for a third-party loan provider
Cross application workflow tasks

Email for updates on contract terms and stipulations
LMS training tasks and engagement

Adding AI and automation for more growth-driving impact across complex processes.

Next up, Automation Co-Pilot will bringAI and automation to automatically classify documents, supplemented with human-in-the-loop approvals. AI Agents are also expected to transform more processes to scale productivity, efficiency, and revenue growth benefits.