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OpenBots RPA Transforms Payment Reconciliation for E-commerce Firm with Real-time Visibility and 99.9% Accuracy
Overview A prominent e-commerce lender was facing challenges with the labor-intensive process of daily payment reconciliation. This process, crucial for […]
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OpenBots Business Center and Studio Automation Optimize ‘New Loan Edit’ Workflow, Reduce Processing Time by 70%
Overview The process begins with the bot retrieving the “New Loan Edit” and “Loan application” reports from the Shared Drive. […]
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Enables Banks to Stay Competitive with 4x Faster Rate Updates
Overview Financial institutions need to update rates regularly to stay competitive. As per the process, the Treasury Department maintains rates […]
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OpenBots Studio Platform Speeds Up Loan Processing by 70%, Cuts Costs by 50% for Horizon application
Overview This process automation leverages OpenBots RPA to streamline loan data integration and customer onboarding for the Horizon application. The […]
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Leading Mortage Firm Achieves 80% Increase in Loans Handling Speed with OpenBots RPA Solution
Overview The Mortgage New Loan Edit process, an important component of the mortgage industry, was affected by manual reconciliation, which […]
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OpenBots Gen AI Automates Patient Referral, Improves Productivity by 30% and Reduces Errors by 80%
Overview The client’s patient referral management process involved receiving referrals through multiple channels, including fax (85%) and direct access (15%). […]
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OpenBots RPA Simplifies Pharmacy Operations, Clears 30% Backlog Within a Week!
Overview Leading healthcare pharmacies empower senior care facilities with expert medication management. By automating claim adjudication processes with OpenBots RPA […]
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OpenBots RPA Optimizes Fitness Center Operations, Achieves 90% Data Accuracy and Save 6.5 FTE
Overview A leading fitness centre franchise, recognized for its affordable membership options, actively employs the OpenBots RPA to automate its […]
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OpenBots RPA Accelerates Account Receivable Follow-up Process by 50%, Leading to Significant Cost Savings
Overview By automating Account Receivable Follow-up process, Revenue Cycle Management (RCM) service providers minimize errors, expedite payments, and efficiently handle […]
![Accounts Recievable: Managing Invoice Collection and Customer Outreach](/wp-content/uploads/2021/08/Accounts-Recievable.jpg)
Accounts Receivable: Managing Invoice Collection and Customer Outreach
A major, North American value-add reseller of barcoding and data collection solutions have enjoyed a great deal of success
![OCR Invoice Processing Solution](/wp-content/uploads/2021/06/OCR-Invoice-Processing-Solution.jpg)
OCR Invoice Processing Solution
The Accounts Payable Department of a major manufacturing company is responsible for locating
![Accounts Receivable Overdue Items Follow Up](/wp-content/uploads/2021/06/Accounts-Receivable-Overdue-Items-Follow-Up.jpg)
Accounts Receivable Overdue Items Follow Up
A Global Insurance Company is made up of 100’s of insurance brokers that act as agents for their respective insurance clients.
![Point of Sales to SAP](/wp-content/uploads/2021/06/Point-of-Sales-to-SAP.jpg)
Point of Sales to SAP
The Accounting team at a Fashion Retailer currently reconciles their point of sale system to their bank system
![Automating Mortgage Breach Letters](/wp-content/uploads/2021/06/Automating-Mortgage-Breach-Letters.jpg)
Automating Mortgage Breach Letters
The client’s Default Management Function was broken into four separate business units
![Thumbnails Templates](/wp-content/uploads/2021/06/Thumbnails-Templates-5.jpg)
Fannie Mae: Electronic Default Reporting with Intelligent Automation
Fannie Mae provides incentives to loan servicers to provide accurate reporting for all loans
![Quick Win Processes in Mortgage Loan Servicing (FHA)](/wp-content/uploads/2021/06/Mortgage-Loan-Servicing.jpg)
Quick Win Processes in Mortgage Loan Servicing (FHA)
Due to the nationwide economic impact of the coronavirus, a large mortgaging investment
![Mortgage Loan Suspense Processing](/wp-content/uploads/2021/06/Mortgage-Loan-Suspense-Processing.jpg)
Mortgage Loan Suspense Processing
A Mortgage Loan Servicing Company is responsible for managing their borrower’s suspense accounts.
![Know Your Customer: Data Download](/wp-content/uploads/2021/06/Data-Download.jpg)
Know Your Customer: Data Download
For any company Customer Relationship Management is an integral part of running a profitable business.
![Mitigate Risk of Automation Failure with Exception Handling](/wp-content/uploads/2021/06/Mitigate-Risk-of-Automation.jpg)
Mitigate Risk of Automation Failure with Exception Handling
Without exception handling added into the development process for an automation the workflow will fail
![New Hire Onboarding Bot for Tax Firm](/wp-content/uploads/2021/03/onboarding-front.jpg)
New Hire Onboarding Bot for Tax Firm
Anna works in the HR Department of a National Tax Firm and is responsible for onboarding new employees.
![Automation for Inventory Reordering](/wp-content/uploads/2021/03/inventory-front.jpg)
Automation for Inventory Reordering
Without a consistent procedure and a dedicated procurement manager, inventory reordering can be a tedious process
![Automation for Customer Services and Support Operations](/wp-content/uploads/2021/03/customer-service-support-front-1.jpg)
Automation for Customer Services and Support Operations
Customer Service and Support is a major differentiator and competitive advantage in some cases for organizations
![Automation for Roll-Up Strategy Acquisitions](/wp-content/uploads/2021/03/Roll-up-Merger-front.jpg)
Automation for Roll-Up Strategy Acquisitions
A medium-sized medical device company was looking to acquire and merge several other companies
![Automation for Processing Insurance Claims](/wp-content/uploads/2021/03/insurance-claim-front.jpg)
Automation for Processing Insurance Claims
Many processes within the insurance industry rely upon both legacy systems and newer applications and technologies.
![Automation for Financial Statement Reporting](/wp-content/uploads/2021/03/Financial-Statement-Reporting-front.jpg)
Automation for Financial Statement Reporting
A large Financial Services Firm employed 100 financial controllers to manage client finance needs.
![Automation for Invoice Processing](/wp-content/uploads/2021/01/RPA-Invoice-Processing.jpg)
Automation for Invoice Processing
Accounts Payable processes have historically been some of the most targeted tasks for automation throughout the RPA space.