Archives: Resources

How old are your contact center practices? The contact center plays a critical role in today’s customer experience. As customer expectations and demands have changed, contact center modernization has become a key differentiator.

Hear from Anil Yükçe, our product trainer on the education team who has first-hand experience building up Dell’s award-winning customer call center as both an agent and a manager. He covers the challenges he’s faced that impact contact center success.

He is joined by Dave Leal, our solutions engineer to show two specific use cases we’ve developed for customers. Dave has over 20 years of experience in creating solutions to complex business process challenges, including roles at UiPath and Kofax.

As the retail landscape shifts, we can help retailers use intelligent automation in a number of ways. Those include: anticipating trends, building better prediction models, accurately forecasting inventory, and staying a step ahead of customer wants and needs.

This rundown of use cases will show you how we use automation and artificial intelligence to help with: 

• Data merge between channels
• Building a recommendation engine
• Personalizing loyalty programs
• Speeding up product returns

Financial institutions of all shapes and sizes must perform KYC
and due diligence checks. Both help to verify the identity of new
clients and any risks involved with doing business with them. Both
processes can involve a long, tedious exchange of documents. The
question is: how to make that exchange shorter and less time consuming?

The answer often depends on how savvy a finance company has
been at using automation.

One survey found that automating the KYC process inside a large
global bank reduced onboarding costs by 70%. That same survey,
by Harvard Business Review Analytic Services and EXL Service,
found that automation reduced turnaround time on customer
requests by as much as 90%.

Insurance employees spend 10 – 15% of their time on repetitive computer tasks, which wastes several hours each week. Yet, these tasks don’t help them better serve their customers or earn the company revenue. The productivity problem is amplified as more insurance roles are left unfilled in the tight job market and work piles up on current employees.

Intelligent document processing (IDP) solutions with modern AI are a beacon of hope for insurance companies. AI-driven intelligent document processing frees people from their backlog of work and helps companies see major productivity and profit.

Here’s what our insurance automation platform can do for your enterprise:

• Customer profile/data updates: Updating a customer’s address in a database or forwarding a service request to the proper department.
• Document generation: Pulling data from emails, spreadsheets, applications, etc. and auto-populating a closing form or claim document.
• Scheduling meetings: Scheduling a meeting in an employee’s calendar based on an email interaction.
• Claim processing: Porting information from a database to an application or vice versa to reduce the amount of “copy-and-paste” tasks a claims officer must perform.

No matter what industry you’re in, the laws and regulations pertaining to it change fast. And keeping up with them is not only a challenge — it’s simply impossible, given how frequently regulations change and the number of systems they might impact. That’s where artificial intelligence and intelligent automation come in.

In this webinar you’ll learn how intelligent automation for compliance can:

• Manage regulatory changes
• Automate processes around anti-money laundering (AML) checks
• Improve customer due diligence (CDD)
• Automatically open or close accounts

Join Automation Hero and Element22 in a discussion of how intelligent automation is impacting Financial Services and Insurances.

Financial services and insurance organizations worldwide are becoming increasingly aware of environmental, social, and governance (ESG) risk factors and the potential impacts on their investment portfolios and lending policies.

Hear from Element22’s Mark Davies and Automation Hero’s Irina Berdisa as they discuss how institutions can approach the increasing pressure from external shareholders to better manage exposures to environmental risks.

In this Webinar, we’ll cover:

• Current challenges financial institutions and insurances are facing
• Potential use cases around intelligent automation
• Our algorithms use the results of each analysis to improve, with deep learning as a guide
• Where to start and lessons learned

Small and medium-sized businesses need a fast cash infusion. But how will the world’s banks dole out massive government relief funds? Intelligent automation can speed up every step of the process. 

Automation Hero uses a combination of AI-powered document classification, data extraction, and advanced OCR (optical character recognition) for handwriting to reduce manual tasks and process loans faster. We can speed up the screening and sorting of application documents, reduce input errors, and help banks approve loans in seconds. We can also streamline auditing and reporting, simplify compliance, and create seamless back-end integrations with government software.

No matter what industry you’re in, the laws and regulations pertaining to it change fast. And keeping up with them is not only a challenge — it’s simply impossible, given how frequently regulations change and the number of systems they might impact. That’s where artificial intelligence and intelligent automation come in.

Sales productivity is the No. 1 challenge for 65% of sales organizations.¹ In fact, sales reps spend nearly 64% of their time on non-revenue generating activities.²

Automation Hero’s leading-edge sales AI platform natively integrates with Salesforce to automate manual and repetitive tasks that detract from efficiency (and selling). Common Salesforce use cases save sales reps up to one hour per day, by automating the following tasks:

• Web Scraping and Salesforce Data Entry
• Common Customer Requests
• Automate Data Entry
• Autofill Data from Browser to Windows Applications

Your contracts are more than just agreements and deal memos. Each contract can be an incredible vehicle for cutting costs and increasing profits — if your organization can invest enough time and energy to negotiate better rates and follow a systematic renewal process. 

Unfortunately, constrained resources can prevent companies from following effective contract management practices.

In our new e-book, “Intelligent Contract Lifecycle Management 101: How to Master Contracts With AI,” you’ll learn:

• How effective contract management saves in annual revenue
• How to save money in each of the nine parts of the contract lifecycle
• How contract management software rescues workers from grueling processes
• The competitive edge of advanced AI