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Banking & Financial Services

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Banking & Financial Services​

Banks & Financial Services are under tremendous pressure to optimize costs, boost productivity and safeguard against a myriad of local and global risks.

Manage costs & risks, Improve compliance and improve the customer experience.​

Digital Coworkers can automate and streamline tasks that commonly occur in Retail Banking, such as:​

  • Customer acquisition, onboarding and account setup​
  • Customer validation & verification (KYC, AML, credit scoring, loan approval)​
  • Customer services support
  • Mortgage & loan processing​

Improve quality of work, significantly increase productivity and reduce costs.

Digital Coworkers can automate and streamline tasks that commonly occur in Wealth Management, such as:

  • Customer acquisition, onboarding and account setup
  • Customer validation and verification (KYC, AML, credit scoring, loan approval)
  • Validation and verification for financial planning
  • Account servicing

Increase speed of transactional processing, improve accuracy and reduce errors.

Digital Coworkers can automate and streamline tasks that commonly occur in Capital Markets, such as:

  • Asset and cash reconciliation
  • Post-settlement processing
  • Payment advice notifications
  • Trade Finance operations
Retail & Wholesale Banking

Manage costs and risks, Improve compliance and improve the customer experience.​

Digital Coworkers can automate and streamline tasks that commonly occur in Retail Banking, such as:​

  • Customer acquisition, onboarding and account setup​
  • Customer validation and verification (KYC, AML, credit scoring, loan approval)​
  • Customer services support
  • Mortgage & loan processing​
Wealth Management

Improve quality of work, significantly increase productivity and reduce costs.

Digital Coworkers can automate and streamline tasks that commonly occur in Wealth Management, such as:

  • Customer acquisition, onboarding and account setup
  • Customer validation and verification (KYC, AML, credit scoring, loan approval)
  • Validation and verification for financial planning
  • Account servicing
Capital Markets

Increase speed of transactional processing, improve accuracy and reduce errors.

Digital Coworkers can automate and streamline tasks that commonly occur in Capital Markets, such as:

  • Asset and cash reconciliation
  • Post-settlement processing
  • Payment advice notifications
  • Trade Finance operations

Machine Intelligence + Human Ingenuity

By bringing together technology, data, machine intelligence & human ingenuity, our Customers realize significant value, fast.

Increase Capacity

Expand your human workforce up to 90% with trained Digital Coworkers. Better manage fluctuating peaks and troughs in demand. Avoid burnout.

Reduce Cost

Process more work, faster, with greater accuracy. No need to build Centres of Excellence or significant internal capability to manage your Digital Workforce.

Rapid ROI

Each Digital Coworker comes pre-trained with knowledge of documents and processes, enabling them to be operational from day 1. Typically driving 250% ROI for our Customers.

Adopt AI Faster

Our AI models and algorithms are configured to work out of the box, built on a deep repository of tagged system and document data. No need for expensive data, IT or infrastructure investments.

Avoid Disruption

Digital Coworkers plug into your existing ways of working, minimizing disruption and risk associated with extensive change programs

Improve Work

Eliminate the mundane, manual part of people’s work that typically slows them down, produces errors and causes burnout.

CUSTOMER SUCCESS

Our Customers see Digital Coworkers as important members of their team

$1.3m Capacity Improvement

Delivered for a leading Global Services firm.

1,250% Return on Investment

Delivered for a multinational Financial Services Company.

99% Straight Through Processing

Delivered for a Fortune 500 Insurance Carrier.

“The Digital Coworkers Roots Automation provides work in conjunction with our Team to optimize our medical claims process. By leveraging these bots, it provides the simplicity and scalability necessary to deliver best-in-class productivity to our clients. Additionally, we value the insights from the Roots Automation Team about our processes, of which, we integrate into our continuous improvement plans for our business practices in order to provide industry leading solutions.”
Kevin Mahoney
President & COO, Carisk Partners
“Everything happened fast, our digital coworker ‘Roxy’ was trained and ready on time as promised! The team at Roots Automation have been a pleasure to work with! They’ve anticipated our questions and respond quickly to our asks and changes.”
Lea Lundquist
VP, Claims Administration, Protective Insurance
“We appreciate all of Roots Automation's efforts to automate a challenging initiative with 500,000+ transaction requests annually. Our internal Center of Excellence was able to get to production faster and more cost-effectively than what we originally planned.”
David Emmer
CIO, Anchin, Block & Anchin LLP
We appreciate all of Roots Automation's efforts to automate a challenging initiative with 500,000+ transaction requests annually. Our internal Center of Excellence was able to get to production faster and more cost-effectively than what we originally planned.
Fortune 250 Life Insurance Carrier
Automation Leader
WORKING ALONGSIDE LEADING BRANDS

EXPLORE MORE INSURANCE INSIGHTS​

Webinar

Webinar: How AI & Automation Are Helping Insurance Leaders Overcome The Talent Crisis

The only way to combat the Talent Crisis is to combine a mix of tried-and-true strategies with modern innovation.

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Whitepapers

EBook: Using AI & Cognitive Process Automation to Create Value for Millennial Policyholders

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Whitepapers

The Difference Between RPA and Digital Coworkers

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Blogs

What could the dawn of digital co-workers mean for humans?

Blogs

Mergers & Acquisitions – the perfect environment for automation

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Let's make work more human, together.
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