Case Study
Intelligent automation and orchestration are now essential for banks and wealth management firms aiming to remain competitive and deliver exceptional client experiences. Our client—a leading full-service bank renowned for its personalized approach—delivers comprehensive personal and business banking, wealth management, and trust services, driven by a commitment to lasting client relationships. Recognizing the critical need to maintain their automations and gain better visibility into key metrics across processes, the bank partnered with our team to optimize their operations, enhance orchestration, and lower costs.
Results at a Glance
The Challenge
Despite significant investment in Intelligent Automation, our client faced several operational hurdles:
Our Approach
Our team initiated a comprehensive strategy rooted in our foundational service framework—identify, enable, and realize. We began with a rigorous healthcheck of the client's processes, coupled with an in-depth analysis using our proprietary code review accelerator, uncovering key challenges and opportunities for improvement. Based on these insights, we developed a targeted roadmap to rapidly reduce maintenance, optimize performance, and set a solid foundation for sustained growth and continuous automation development.
Laying the Groundwork for Change
In our initial assessment, we discovered several hurdles needing attention:
Managed Services Enhancements
Through our Managed Services offering, Ashling delivered strategic enhancements to reduce maintenance overhead, improve visibility, and optimize performance at scale. Our client’s most critical process—“The Orchestrator”—was responsible for managing multiple sub-processes but was hindered by sluggish queue processing and limited insight into operational metrics. We reimagined the orchestration by modularizing the process into manageable components. The result: streamlined operations, faster resolution times, and dramatically improved SLA adherence.
Key Enhancements:
Results: Exceptional Efficiency & Cost Savings
Within just seven weeks, Ashling enhanced the bank’s automation processes, drastically improving daily processing time from 140 hours a day to less than 60 hours a day across seven machines. Ashling also added real-time monitoring, proactive alerting, and precise performance metrics using C TWO, empowering the bank with operational visibility and clarity.
Key Outcomes:
Continuous Optimization
Our relationship didn't end at deployment. We continuously supported our client with:
- Real-time monitoring and proactive issue resolution via C TWO dashboards.
- Day-to-day operational support, rapid troubleshooting, and prioritized enhancements.
- Continual process refinement through data-driven insights.
Technology Used
