AI-powered banking automation: a smart investment on all accounts
In an industry full of uncertainty, embedding AI and automation in your operating model is a big bet you can bank on
Account requests, handled. Loans, processed. Fraud, detected.
With the tedious out of the way, it’s time to refocus on client relationships, product innovation, and increased value across the organization.
Productivity boost
20-30%
productivity boost for banking employees when using AI tools
Accenture, 2024
AI impact
73%
of US bank employees' time has a high potential to be impacted by AI
Accenture, 2024
Revenue growth
24%
of banking executives believe their firm is well positioned to reap the benefits of AI
Bain survey, 2024
E-book
Unlocking data potential:
The transformative power of fourth-generation intelligent document processing.
Comprehensive automation coverage
In a world of point solutions, the UiPath Platform™ does it all.
Efficiency
Cut operational friction with end-to-end automation throughout the enterprise.
Risk
Strengthen your risk posture with data insights and near-elimination of error.
Growth
Use new data to improve product offerings and launch initiatives with fewer resources.
Innovation
Turn unstructured data into powerful insights and personalized client experiences.
Ready to deploy automation across your bank?
Banking automation solution areas
Explore real automation areas and use cases relevant to your organization
- Lending
- Customer experience
- Cards and payments
- Risk and compliance
Inefficient lending cycles? We can lend a hand.
Using AI, automation helps shorten the lending cycle by processing documents, automating mundane tasks, and giving agents a digital assistant.
Business use cases:
Origination
Loan processing
Underwriting
Funding
Administration and monitoring
Default management
Give customers the info they need, via the channel they prefer.
Discover smarter self-service customer journeys, and equip contact center agents with data that dramatically lowers average handling times.
Business use cases:
Account maintenance
Data extraction
Customer support
Onboarding and account setup
KYC and due diligence
Fees and chargebacks
Account closure
Cash deposit/withdrawal
Tamp down fraud, speed up dispute resolution.
Find value in overlooked disputes by automating the classification and management of chargebacks and dispute resolutions.
Business use cases:
Prospecting and applications
Processing and approvals
Payments and settlement
Collections and servicing
Dispute and fraud management
Network management
Ensure compliance with an always-on auditing machine.
Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: analyzing results.
Business use cases:
KYC and client due diligence
Transaction monitoring
Screening and alerts management
Risk monitoring
Reporting internal/external
More to explore in banking automation
White paper
Destination: Banking Automation
Automate key areas to upgrade financial services, from consumer and commercial banking to capital markets.
