Case Study
Overview
RPA was deployed to handle VISA credit card overpayment transfers securely and efficiently.
BUSINESS CHALLENGES
- Transfers required advisors to access multi-million-pound suspense accounts—high risk
- Manual processing delayed fund movement
- Needed a secure, compliant approach
SOLUTION IMPLEMENTED
- Advisors submitted customer requests via webform
- Digital Worker validated requests and processed transfers instantly
- Funds moved between accounts in minutes
Impact Delivered
Reduced
Risk
By eliminating manual access to high-value accounts
50+
Daily Requests
Processed daily
Minutes
Transfer Speed
Funds moved between accounts
Improved
Security
Enhanced customer satisfaction and security