Use Cases

Our intelligent process automation platform performs dozens of use cases. Filter by industry to see what it can do for your enterprise.

Invoice Processing

For an employee within the financial department of any business, invoice processing can be a laborious …

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Lost or Stolen Credit Card Request

Call centers are flooded with hundreds, if not thousands of calls each day. The average call …

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Scheduling Automation

Automation Hero reduces the back-and-forth it takes to confirm an appointment by drafting an email response …

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Activity Tracking

Automation Hero automatically logs and updates CRM records for sales representatives, which increases team productivity and …

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Best Next Step

Automation Hero augments sales rep’s behaviors to improve conversion rates by giving next best steps recommendations …

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Churn Prediction

Automation Hero analyzes customer behavior to find risk factors, alerts the sales or service representative and …

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Cross and Up-sell Recommendations

Automation Hero can identify products related to items a customer has purchased before or suggest products …

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Cross and Up-sell Prediction

A leading European financial services company tracks the behavior of its top sales reps to apply …

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Risk of Policy Lapse

Automation Hero can reduce the money outflow by alerting the insurance broker of the risk before …

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Automate Common Customer Requests

Automation Hero’s natural language processors can understand the intent of a human message and automate proper …

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Claim Processing

Automation Hero’s AI automation platform eliminates the repetitive processes required to process an insurance claim, cutting …

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Document Generation

Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) …

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Cross-sell Financial Products

Automation Hero can identify opportunities for brokers to cross-sell or bundle additional policies by comparing the …

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Customer Intelligence/ Rep Briefings

Automation Hero can provide a broker with valuable information and recommendations based on the needs of …

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Case Study: Intent Detection & Business Automation

A leading European financial services company was experiencing a higher volume of incoming customer email than …

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Mortgage Loan Cross-sell

Automation Hero can suggest that bankers attempt to cross-sell mortgages to current customers who show home-buying …

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