技术
- 分析与建模 - 机器人过程自动化 (RPA)
适用行业
- 金融与保险
用例
- 时间敏感网络
服务
- 系统集成
关于客户
First Mid-Illinois Bank & Trust 是一家价值 15 亿美元的银行,在伊利诺伊州设有 37 个网点。该银行成立于 1865 年,拥有 400 多名员工,以其服务和经验而闻名。尽管规模庞大,该银行仍保持个性化风格,通过名字识别客户,同时还提供丰富的产品和知识。与大多数金融机构一样,First Mid-Illinois 始终寻求新的方法来提高效率、成本效益和生产力。该银行为广泛的客户提供服务,并不断寻找改进其服务产品和客户体验的方法。
挑战
First Mid-Illinois Bank & Trust 是一家价值 15 亿美元的银行,在伊利诺伊州设有 37 个网点,在管理多个日常数据相关任务方面面临着重大挑战,这些任务既耗时又会对生产力产生负面影响。员工花费大量时间执行产品代码更改、透支限额调整、费用评估、责任代码更新和其他手动流程等任务。这使得他们服务客户或从事高价值项目的时间减少了。其中一项具体任务是更新符合银行透支保护服务资格的账户,这需要两名员工每月工作两天,平均更改 500 个账户的状态。此外,该银行于 2012 年底开始向不活跃的 DDA 和储蓄账户收取每月 1 美元的休眠费。然而,他们的核心系统无法将该费用追溯至已经处于休眠状态的账户,导致需要手动申请费用,这是一个耗时的过程。
解决方案
为了应对这些挑战,First Mid-Illinois Bank & Trust 选择 Nintex Foxtrot RPA 软件来自动执行多项与数据相关的任务,这些任务会浪费他们的时间和生产力。该软件充当“自动化员工”,处理当前员工使用鼠标和键盘执行的任务,但速度更快、更准确。该软件在通过现有应用程序的表示层运行时还维护了安全性和业务规则。 Nintex Foxtrot RPA 还用于管理银行的休眠费计划。该软件用于提取银行核心处理系统中的不活跃账户列表,并编写一个脚本来返回并评估适用的费用。这个过程在几个小时内就完成了,大大减少了这项任务所需的时间。该银行还使用该软件对其产品进行重大更改,以满足新的和不断变化的客户需求。
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