Smooth sailing through choppy waters, with automation and AI
Rahul Patel, Senior Lead of Client Operations at a leading investment management firm, found his resource-intensive, inefficient processes for unclaimed check re-issuance causing frequent errors, delays, and operational losses. Looking to address the challenges through automation, he turned to Infosys BPM for help. This case details how Infosys BPM’s strategic AI-First solution helped the firm save 13K hours of manual efforts and reduce staff headcount by seven, while also minimizing delays, accelerating check reissuances, and enhancing investor experience.
Approach summary:
- Assessed as-is processes and defined business logic
- Developed AI-First solution for processing UC transactions
- Introduced an AI-driven document extraction component
- Set up extensive tests, confidence scoring, and fallback mechanisms
- Deployed bot in production environment with a phased approach
- Monitored performance and took corrective actions
Key benefits:
7 FTEs saved 
100% quality of service delivered 
13K hours of manual efforts/annum saved 
Investor experience enhanced 
Operational accuracy improved 
