WorkFusion Case Study: Automation Improves Productivity, Speed and Data Quality for KYC | 1 Customer Large private sector, full-service bank in India Problem As part of the bank’s Know Your Customer (KYC) process, the bank receives a daily average of 8,000 requests to open new accounts, which can spike to 40,000 during peaks. The bank’s operations team receives supporting documents in a variety of formats and must provide customers omni-channel access, including tablets and mobile devices. It was critical to continue to allow device and format flexibility for customers, but achieve internal standardization and consistency. Solution The customer’s operations personnel used Smart Process Automation (SPA), a WorkFusion product that combines RPA, cognitive automati

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