美国顶级银行将自动化监管运营时间缩短 30%
公司规模
Large Corporate
地区
- America
- Asia
国家
- United States
- India
产品
- Blueprint’s Enterprise Automation Suite
- BlueDocs Document Importer
- Test Script Mining
- Inline Conversations & Attachments
- Reviews & Approvals
- Business Process Modeler
- Impact Explorer
技术栈
- RPA
- Automation
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
- Employee Satisfaction
技术
- 应用基础设施与中间件 - API 集成与管理
- 应用基础设施与中间件 - 数据交换与集成
- 分析与建模 - 过程分析
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 金融与保险
适用功能
- 商业运营
- 人力资源
用例
- 预测性维护
- 过程控制与优化
- 监管合规监控
- 远程协作
服务
- 云规划/设计/实施服务
- 数据科学服务
- 软件设计与工程服务
- 系统集成
关于客户
该客户是一家财富 500 强金融机构，也是美国资产管理规模最大的商业银行之一。该银行决心实现阻碍其有效管理监管变化的手动流程自动化。他们希望提高员工绩效和整体满意度。该银行拥有超过 35,000 名员工，年收入达 200 亿美元。他们自 2017 年以来一直是客户。
挑战
该银行正在寻找一种有效的解决方案，使其抵押贷款审批流程更加精简，为客户提高效率。抵押贷款审批流程涉及多个国际团队，从美国一直到印度。全球团队无法有效管理与抵押贷款处理相关的不断变化的要求。抵押贷款受联邦监管，这些变化的影响很大，尤其是当团队分散在全球各地时。新法规和法规变化通常占银行运营成本的 10-15%。该银行需要通过更高效的治理模式实现抵押贷款审批流程自动化，并消除其使用的手动、耗时的程序中的不合规风险，从而降低这一比例。
解决方案
该银行明白，要有效管理监管变化及其对自动化流程的影响，就需要为合规和 IT 团队提供数字化支持。他们选择了 Blueprint 的企业自动化套件，以有效地为抵押贷款审批的所有现有流程建模，并协作优化自动化的未来状态。利用 Blueprint 广泛的跟踪功能，他们能够将所有流程和流程步骤与联邦规定的抵押贷款审批法规联系起来。借助 Blueprint Impact Explorer，他们现在可以立即直观地看到法规变更的影响，并立即了解哪些机器人需要更新，从而使他们能够以 30% 的速度管理变更，同时显著提高合规性。推动自动化成功的企业自动化套件的关键方面包括 BlueDocs 文档导入器、测试脚本挖掘、内联对话和附件、审核和批准、业务流程建模器和 Impact Explorer。
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