A major U.S. financial services firm used Automation Co-Pilot to transform customer engagement by automating 260+ processes with generative AI. Faced with sluggish response times due to manual underwriting workflows, the firm automated 60% of customer inquiries and 80% of complex calculations, enabling near-instant engagement and significantly improving team efficiency. Response times dropped by 67%, and service level standard (SLS) times fell by over 99%. With faster access to deal-critical data and improved cross-application workflows, teams now focus more on building relationships—boosting customer satisfaction and win rates.

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