Roots Automation - Banking And Financial Services Solutions

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Banking & Financial Services

Banks & Financial Services are under tremendous pressure to optimize costs, boost productivity and safeguard against a myriad of local and global risks.

Manage costs & risks, Improve compliance and improve the customer experience.

Digital Coworkers can automate and streamline tasks that commonly occur in Retail Banking, such as:

Customer acquisition, onboarding and account setup
Customer validation & verification (KYC, AML, credit scoring, loan approval)
Customer services support
Mortgage & loan processing

Improve quality of work, significantly increase productivity and reduce costs.

Digital Coworkers can automate and streamline tasks that commonly occur in Wealth Management, such as:

Customer acquisition, onboarding and account setup
Customer validation and verification (KYC, AML, credit scoring, loan approval)
Validation and verification for financial planning
Account servicing

Increase speed of transactional processing, improve accuracy and reduce errors.

Digital Coworkers can automate and streamline tasks that commonly occur in Capital Markets, such as:

Asset and cash reconciliation
Post-settlement processing
Payment advice notifications
Trade Finance operations

Retail & Wholesale Banking

Manage costs and risks, Improve compliance and improve the customer experience.

Digital Coworkers can automate and streamline tasks that commonly occur in Retail Banking, such as:

Customer acquisition, onboarding and account setup
Customer validation and verification (KYC, AML, credit scoring, loan approval)
Customer services support
Mortgage & loan processing

Wealth Management

Improve quality of work, significantly increase productivity and reduce costs.

Digital Coworkers can automate and streamline tasks that commonly occur in Wealth Management, such as:

Customer acquisition, onboarding and account setup
Customer validation and verification (KYC, AML, credit scoring, loan approval)
Validation and verification for financial planning
Account servicing

Capital Markets

Increase speed of transactional processing, improve accuracy and reduce errors.

Digital Coworkers can automate and streamline tasks that commonly occur in Capital Markets, such as:

Asset and cash reconciliation
Post-settlement processing
Payment advice notifications
Trade Finance operations

Machine Intelligence + Human Ingenuity

By bringing together technology, data, machine intelligence & human ingenuity, our Customers realize significant value, fast.

Increase Capacity

Expand your human workforce up to 90% with trained Digital Coworkers. Better manage fluctuating peaks and troughs in demand. Avoid burnout.

Reduce Cost

Process more work, faster, with greater accuracy. No need to build Centres of Excellence or significant internal capability to manage your Digital Workforce.

Rapid ROI

Each Digital Coworker comes pre-trained with knowledge of documents and processes, enabling them to be operational from day 1. Typically driving 250% ROI for our Customers.

Adopt AI Faster

Our AI models and algorithms are configured to work out of the box, built on a deep repository of tagged system and document data. No need for expensive data, IT or infrastructure investments.

Avoid Disruption

Digital Coworkers plug into your existing ways of working, minimizing disruption and risk associated with extensive change programs

Improve Work

Eliminate the mundane, manual part of people’s work that typically slows them down, produces errors and causes burnout.

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CUSTOMER SUCCESS

Our Customers see Digital Coworkers as important members of their team

“The Digital Coworkers Roots Automation provides work in conjunction with our Team to optimize our medical claims process. Our Digital Coworkers provide the simplicity and scalability necessary to deliver best-in-class productivity to our clients. Additionally, we value the insights from the Roots Automation Team about our processes, of which, we integrate into our continuous improvement plans for our business practices in order to provide industry leading solutions.”

Kevin Mahoney

President & COO, Carisk Partners

“Everything happened fast, our digital coworker ‘Roxy’ was trained and ready on time as promised! The team at Roots Automation have been a pleasure to work with! They’ve anticipated our questions and respond quickly to our asks and changes.”

Lea Lundquist

VP, Claims Administration, Protective Insurance

“We appreciate all of Roots Automation's efforts to automate a challenging initiative with 500,000+ transaction requests annually. Our internal Center of Excellence was able to get to production faster and more cost-effectively than what we originally planned.”

David Emmer

CIO, Anchin, Block & Anchin LLP

"Insurance companies have a desperate need to automate many business processes for efficiency, but current solutions are limited to rule-based tasks and aren’t insurance industry-specific, limiting their potential, Digital Coworkers lessen our stress over finding and retaining talent, and unburden our teams so they can focus on more impactful work. Roots Automation’s unique approach to automation has improved our employee retention while offering superior economics and enhanced customer experience".

Cathy Raitter

VP of Insurance Support Services, Berkshire Hathaway Guard President

"Roots Automation has helped American Exchange automate and improve a lot of our internal data validation and data entry processes. This has both reduced our workload and has reduced human data entry error to almost zero. The best part is that our process with Roots Automation has allowed our agents to do what they do best, and that is talk to people and help them with their individual and Medicare health insurance decisions."

Andrew Hetzler

Chief Executive Officer, American Exchange

“We began our relationship with Roots in 2022 as part of a larger corporate strategy to use technology to be more efficient and to better serve our customers. With Roots, they're only focused on the insurance industry. They could talk our language and lead us through different workflow options; they knew the challenges we would face and we made quick decisions in a short timeframe. It was very rewarding, in the end, to have deployed the first Digital Coworker at Eastern. I'm very proud. We solved the core use case problem and accomplished our goal of implementing AI into Eastern Alliance.”