Reading Time: 49 mins

LAS VEGAS CREDIT UNION RECLAIMED 80% OF EMPLOYEE TIME AND EFFORT WITH DIGITAL WORKFORCE

CASE STUDY

A ROBOTIC PROCESS AUTOMATION CASE STUDY

A not-for-profit financial co-operative with over 46000 members wanted to automate end-to-end back-office processes across all job functions, including card services, insurance, loan products, and finance department.

The client’s objective was to automate routine, predictable data transcription work with a technology solution so employees could care more for members.

A ROBOTIC PROCESS AUTOMATION CASE STUDY

A not-for-profit financial co-operative with over 46000 members wanted to automate end-to-end back-office processes across all job functions, including card services, insurance, loan products, and finance department.

The client’s objective was to automate routine, predictable data transcription work with a technology solution so employees could care more for members.

Founded in 1951, our client is a full-service, member-owned financial co-operative with nearly 46,000 members and billion dollars in assets dedicated to helping members and communities save more money and time.

For many decades, our client has been helping their members realize their financial goals and dreams by offering banking and card services (checking and saving products), loan products (home equity loans, mortgage loans, commercial loans), and other financial products.

ABOUT CUSTOMER

ABOUT CUSTOMER

Founded in 1951, our client is a full-service, member-owned financial co-operative with nearly 46,000 members and billion dollars in assets dedicated to helping members and communities save more money and time.

For many decades, our client has been helping their members realize their financial goals and dreams by offering banking and card services (checking and saving products), loan products (home equity loans, mortgage loans, commercial loans), and other financial products.

Problem Statement

With the growing competition, our client wanted to allow their employees to focus more on the members and less on the cumbersome, tedious, and repetitive tasks that took up most of their workday.
Some of the challenges faced by our client were:

  • Human errors
  • Legacy systems
  • Stringent regulations & compliance measures
  • Manual, repetitive processes which slowed operations
  • High volume of daily transactions & customer service requests

Our client understood that manual data entry could bring unexpected errors that are costly down the line if not caught quickly. Also, the top management—dedicated to process improvement—realized the department simply did not have the workforce to reduce the current backlog.

To overcome these challenges, the client wanted a technology solution that supports the employee workload and could address their specific business needs.

BUSINESS GOALS

BUSINESS GOALS

Zuci Systems started the project by analyzing the client problems and understanding their business requirements. After a thorough comprehension of the client’s business functions, Zuci Systems came up with a clearly defined scope of work and project timeline.

Our project team suggested implementing RPA/Robotic Process Automation as the ideal solution to help the credit union automate their routine tasks so that employees can focus on more value-added tasks. Zuci deployed 5 bots in just two months to perform the tasks previously performed by employees and helped reduce employee working hours by almost 80%.

The client estimates that Zuci has saved over 200 man-hours per week since the implementation, translating into a better member experience

SOLUTION

SOLUTION

Zuci Systems started the project by analyzing the client problems and understanding their business requirements. After a thorough comprehension of the client’s business functions, Zuci Systems came up with a clearly defined scope of work and project timeline.

Our project team suggested implementing RPA/Robotic Process Automation as the ideal solution to help the credit union automate their routine tasks so that employees can focus on more value-added tasks. Zuci deployed 5 bots in just two months to perform the tasks previously performed by employees and helped reduce employee working hours by almost 80%.

The client estimates that Zuci has saved over 200 man-hours per week since the implementation, translating into a better member experience

HOW ZUCI SYSTEMS HELPED

HOW ZUCI SYSTEMS HELPED

HOW ZUCI SYSTEMS HELPED

HOW ZUCI SYSTEMS HELPED

PROCESSES AUTOMATED

PROCESSES AUTOMATED

0Hours
saved per employee time
0K+
Tasks processed by Bots
0%
reduction in operational cost
0 Months
ROI Realization
0
data entry, regulatory & compliance errors

BUSINESS OUTCOME

BUSINESS OUTCOME

0Hours
saved per employee time
0K+
Tasks processed by Bots
0%
reduction in operational cost
0%
faster account reconciliation
0 Months
ROI Realization
0
data entry, regulatory & compliance errors

TECH STACK

TECH STACK

RECLAIM UP TO 90% OF EMPLOYEE TIME AND EFFORTS WITH ROBOTIC PROCESS AUTOMATION.

CONTACT US TO LEARN MORE ABOUT ZUCI SYSTEMS INTELLIGENT AUTOMATION SERVICES.

Download My Copy
Book a consultation