AutomationX On-Demand

Virtual Case Study

Increasing throughput by 4x

How a financial services company used automation to manage an influx of documents

When there is a surge in the volume of requests and applications, strained human resources, and pressure to work fast and accurately, how do you keep up?

The answer: Automation

During this virtual case study, we walk you through how a financial services organization was able to process high volumes of documents 2x faster than they could before while facing a tight deadline.

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Key learnings


Processed over 1 million historical account documents in under 4 weeks


Achieved compliance-level accuracy with automation


Increased throughput by 4x to meet tight deadlines


Patricia Diaz-Hymes
Director of Product Marketing,