Report
Using Automation to Improve Customer and Employee Experiences Across Financial Services
The PeerPaper report highlights how AI-powered automation, particularly through UiPath, is transforming customer and employee experiences in financial services. Automation improves efficiency, reduces manual errors, enhances compliance, and accelerates onboarding and operations. Firms report major time and cost savings, streamlined workflows, and scalable growth without increasing headcount. Employees are freed from repetitive tasks, allowing focus on higher-value work. Clients benefit from improved self-service capabilities. The platform integrates seamlessly with legacy systems, proving essential for end-to-end automation and enabling meaningful improvements in service delivery and operational agility.