How a Fortune 500 financial services company reduced administrative costs by 70-75% while improving processing speed by 75-80%
A leading global financial services firm with over 50,000 employees across 30 countries, managing $2.3 trillion in assets. The company provides investment banking, wealth management, and asset management services.
Known for operational excellence, the firm sought to maintain its competitive edge by dramatically improving administrative efficiency through AI automation.
Despite being a technology-forward organization, the firm faced significant challenges with traditional administrative processes:
We implemented a comprehensive AI workforce solution that transformed their administrative operations:
Deployed 150 AI agents for document review, data extraction, classification, and filing across all departments. These agents process 10,000+ documents daily with 99.7% accuracy.
Implemented AI assistants for 200+ executives, handling scheduling, meeting preparation, travel arrangements, and follow-up management autonomously.
Created intelligent workflows connecting all administrative processes, enabling seamless handoffs between AI agents and human oversight when required.
Real-time dashboards tracking AI agent performance, processing times, accuracy rates, and cost savings across all administrative functions.
Discover how AI can dramatically reduce your administrative costs
*Results are specific to this financial services firm's implementation and context. Individual results may vary based on industry, company size, and implementation approach.
