‘RPA 101’: What is RPA in customer onboarding?

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    Robotic Process Automation in the banking industry streamlines a wide range of repetitive, time-consuming tasks from data reconciliation and data extraction to managing scanned documents (Optical Character Recognition, OCR), for instance, for customer onboarding.


    Case Study

    To open a bank account, a potential client has to provide personal data, as well as identification numbers and a valid government ID (such as a driver’s license or passport).

    The banker has to make photocopies of all the documents and extract all the needed information. All the updates in the account have to be made manually too.

    Automation case: $100k+ annual savings


    Benefits of using RPA in customer onboarding

    To learn more about the use of RPA in other banking operations, reach out to our automation experts.