Client:Deluxe

Industry:Banking and Financial Services

Region:North America

Deluxe is redefining financial efficiency with AI and automation

Deluxe image for shortened customer story

99%

faster time to value for automations

800

hours saved on a single pricing case

11,000

emails analyzed in just days

Deluxe revolutionizes finance with UiPath

Transforming financial operations: a tale of AI, automation, and innovation

Deluxe is seeing major gains from AI and automation with UiPath Automation Cloud™. UiPath Action Center simplifies complex document processing tasks like contract pricing extraction and invoice processing. UiPath AI Center trains specialized machine learning models for text classification and named entity recognition. Generative AI (GenAI) tools extract data from unstructured contracts and agreements, then post-extraction analysis is run using Amazon Bedrock connectors.

With support and solutions from UiPath partner qBotica, impacts have been felt across the business. A previously manual pricing use case took teams away from normal activities for two weeks. With UiPath Document Understanding™, the task of analyzing over 900 contracts for pricing changes can now be completed within just two hours—saving over 800 hours. In order management, UiPath Communications Mining™ analyzed around 11,000 emails in just days—predicting and categorizing messages with attachments and providing a dashboard of mailbox analytics, including order trends and sender/recipient segmentation.

I anticipate our imminent exploration of agentic automation, a sophisticated tool embodying human-like decision making. Crucially, it can streamline complex business and customer related decisions, suggesting promising solutions to current problems. The future seems bright with the introduction of agentic automation with human-in-the-loop capabilities.

Srinivas Nagarajan, Deluxe

Outcomes:

  • Streamlining operations: Deluxe's strategic deployment of UiPath tools has automated various operational aspects of the business leading to increased efficiency

  • Enhancing process management: With tools such as UiPath Automation Hub and UiPath Automation Ops, Deluxe has been able to manage automation pipelines effectively, elevating process management

  • Promoting operational innovation: Deluxe incorporated AI strategically across its business operations, fostering innovation and collaboration across departments

Additional resources:

  • Gain insights from seasoned professionals and explore how cutting-edge automation technologies can supercharge your organization's efficiency and profitability. Watch the Financial Services Summit from FORWARD + TechEd.

  • Deluxe is a 2024 UiPath AI25 Award winner. Check out the other 2024 UiPath AI25 Award winners, showcasing the power of AI + automation across industries. Discover how these leading companies are leveraging the UiPath Platform™ to drive innovation, improve efficiency, and redefine success.

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