技术
- 分析与建模 - 机器人过程自动化 (RPA)
- 功能应用 - 计算机化维护管理系统 (CMMS)
适用行业
- 金融与保险
适用功能
- 维护
用例
- 时间敏感网络
关于客户
Standard Bank & Trust Co. 是一家资产 22 亿美元的银行,在伊利诺伊州和印第安纳州西北部拥有 37 家分行。这家总部位于芝加哥的组织成立于 1947 年,致力于通过志愿者工作、与学校合作、本地招聘等方式帮助建设其所在社区。 2013 年,标准银行信托公司因在支持其所在地区个人的教育、文化、健康和福利需求方面“超越”而被授予伊利诺伊州银行家协会社区服务奖。随着银行及其客户群的增长,它发现自己面临着一些需要大量人力来克服的运营挑战。
挑战
Standard Bank & Trust Co. 是一家价值 22 亿美元的银行,在伊利诺伊州和印第安纳州西北部拥有 37 家分行,面临着多项运营挑战。该银行需要一种有效的方法来识别每个客户的各种个人和企业账户组合、查看总账户关系并了解特定客户的盈利能力。然而,事实证明,将帐户相互关联并执行数千个必要更改的过程是一项手动、耗时且资源密集型的任务。此外,该银行还面临着在工作变动时将账户重新分配给不同员工的挑战,每次事件可能涉及多达 5,000 个账户。另一个重大挑战是年度休眠借记卡清除流程,该流程要求银行手动搜索九个月或更长时间未使用的卡,并将其状态更改为“已关闭”。此过程每年涉及多达 10,000 张卡片,可能需要 150 多个员工工时才能完成。
解决方案
为了克服这些挑战,Standard Bank & Trust Co. 选择 Nintex Foxtrot RPA 软件来自动化这些流程。 Nintex Foxtrot RPA 添加了客户组合内和客户组合之间每个账户通用的弹性字段和家庭号码,帮助银行关联属于个人客户的多个账户和投资组合并了解其真实盈利能力。该软件在短短几周内执行了必要的 118,000 项更改,使银行员工能够腾出时间来处理日常工作。 Nintex Foxtrot RPA 还自动处理银行的责任代码维护,以每分钟约 8 个的速度更新代码。该银行的年度借记卡维护流程也实现了自动化,将其从长达 150 多个小时的手动流程减少到大约 5 小时的自动流程。 Nintex Foxtrot RPA 可以从其他休眠卡中识别出一张卡,在标准银行的系统中找到它,并在大约两秒内将该卡的状态更改为关闭,无需任何人为干预。
运营影响
数量效益
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