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Banking & Financial Services

Automatic Email Management

THE PROBLEM

To maximize its investment in Robotic Process Automation (RPA), a leading banking group needed to extend automation beyond simple, repetitive tasks to more complex processes requiring accurate understanding, classification, correlation and knowledge extraction. By integrating artificial intelligence into its workflows, the banking group aimed to make back-office activities more efficient, benefiting decision making processes.

THE SOLUTION

The bank adopted Expert.ai’s AI solution, integrating advanced language analysis capabilities into its business processes. The system automatically classifies tens of thousands of emails, analyzing both the content of messages and attachments. Each message is categorized by topic, and key data is extracted, improving internal processes and customer service. It also facilitated the extension of RPA to a wider range of knowledge-based processes, not just simple, routine tasks.

BENEFITS

  • Optimized customer communications management (100% of customer emails processed automatically)
  • Stronger back-office performance
  • Fewer manual tasks, with automation extended to more sophisticated use cases
  • Improved decision making and customer service through RPA

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