Customer Needs

  • Alleviate Workload
  • Establish Fixed Business Rules
  • Reduce Client Complaints
  • Apply Bank Fees Consistently
  • Client History in CRM

Our Solution

  • Our Bot was used to capture the report and convert it to a spreadsheet, grab customer account information from the core banking system, analyse it
  • Rules set for honouring or rejecting direct debits
  • Robot performs 95% of the daily transactions

Direct Debit

Key Benefits

  • 95% of transactions automated
  • Increased accuracy
  • Additional Revenue of USD 35K
  • 2 FTEs saved
  • Turnaround time: from 16 hours to 6 hours daily
  • Digitization of paper – track client information in CRM

Implementation Time – 4 Weeks

 

About The Author

Jag Bethi is the SVP Solutions at ComTec, a 21 year old IT solutions and services company. He works with CIOs, CAOs and CFOs in optimizing and modernizing their IT (applications/infrastructure) portfolios. He has over 24 years of experience in all aspects of IT and has worked in multiple capacities such as Programmer, Management Consultant, Project Manager, Program Manager, Projects Portfolio Manager, Director of Projects and VP of Services. He can be contacted for any IT Consulting engagements.


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