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Financial
Services

Robiquity delivers Transformation in Financial Services FAST.

We understand the challenges in Financial Services and we know the impact that Intelligent Automation can have. IA can transform your business and deliver significant improvements in customer and employee experience.

Robiquity work with a broad range of Financial Services organisations where we have transformed ways of working and enabled employees to fulfil their core purpose.

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“We have enabled Wesleyan to reduce their ISA New Business processing time from 15 days to 2 days, allowing them to increase sales and meet customer expectations.”

Talk to us about how we can help you today

Don’t take our word for it, this is what our Financial Services customers have to say

£1m

savings per annum

“Robiquity automation has enabled us to rebalance portfolios in line with our customers preferences on a monthly basis, which means their portfolios are tightly controlled which gives our customers peace of mind”

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40%

Increase in lending capacity

“The impact Robiquity’s robots have had on our business operations is phenomenal.”

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90%

of all ISA top ups are automated

“The breadth of experience they bring coupled with a can-do attitude means we have automated legacy processes quickly”

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30k

hours saved annually

“The team integrated seamlessly with ours and their collaborative approach created a trusted partnership”

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Robiquity’s Lee Egerton on the future of automation in Financial Services

Read more about our Financial Services use cases:

The Financial Services sector remains under constant pressure from regulators, customers and leadership looking to deliver growth and efficiency savings. Multi year, multi million pound transformation programmes are not delivering quickly enough or with enough certainty to make a material impact where it matters. Our work within Financial Services demonstrates how Intelligent Automation is now fundamental to the Transformation strategy rather than being a tactical or sticking plaster solution.

Our used cases cover a wide range of value streams including account origination and servicing, compliance monitoring, fraud checking, reconciliations and marketing. Working with Robiquity and deploying a combination of the right Intelligent Automation solutions our clients have been able to save thousands of hours of capacity, improve customer completion times, increase right first time ratios and meet challenging regulatory requirements.

USE CASES

Financial Services

Compliance

Completions

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Financial Services

Compliance

Compliance Checks

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Financial Services

Cancellations

Customer Cancellations

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Financial Services

Customer Services

Fee Reversals

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Financial Services

Fraud

Fraud Enquiries

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Financial Services

Price Comparison

Gadget Cover

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Financial Services

Administration

Loan Sale Premium

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Financial Services

Marketing

Membership Cost Comparison

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Financial Services

Business Monitoring

Post Offer Checks

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Financial Services

Administration

Print Offers

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Financial Services

Administration

Print To Document Storage

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Conversational AI – The future of customer experience

Conversational AI, a technology that combines NLP, ML, NLU, and speech recognition to allow customers to interact naturally with businesses using messaging apps, social media, or web chat. Robiquity partners with leading conversational AI technology providers to provide a customer-centric solution that integrates with existing technology systems, resulting in secure and quick answers without human intervention, giving businesses a competitive advantage.

Here is a simple example of a traditional ‘Rule based’ chatbot VS a Conversational AI experience:

‘RULE BASED CHATBOT’ EXPERIENCE
CONVERSATIONAL AI EXPERIENCE

Hello, please select from one of the following options:

  • Existing order query
  • Sales enquiry
  • Customer service
  • Technical Enquiry

Hi, how can I assist you?

Where is my order?

Where is my order?

I’m sorry I don’t understand your question. Please select from these 4 options:

  • Existing order query
  • Sales enquiry
  • Customer service
  • Technical Enquiry

Your order has been dispatched and will be delivered to you by DPD between 10:30 – 11:00am

Select – Existing order query

Thank you

Please enter your 10-digit order number

Can I help you with anything else?

1234567899

Thank you, I will now put you through to a live operator

No, thanks

‘RULE BASED CHATBOT’ EXPERIENCE

Hello, please select from one of the following options:

  • Existing order query
  • Sales enquiry
  • Customer service
  • Technical Enquiry

Where is my order?

I’m sorry I don’t understand your question. Please select from these 4 options:

  • Existing order query
  • Sales enquiry
  • Customer service
  • Technical Enquiry

Select – Existing order query

Please enter your 10-digit order number

1234567899

Thank you, I will now put you through to a live operator

CONVERSATIONAL AI EXPERIENCE

Hi, how can I assist you?

Where is my order?

Your order has been dispatched and will be delivered to you by DPD between 10:30 – 11:00am

Thank you

Can I help you with anything else?

No, thanks

Talk to one of our consultants today about how we can transform customer experience for your business.

Which model suits you?

We offer 3 simple working models:

1) Pure Robiquity
2) Robiquity Augmentation
3) Robiquity X Managed Service

Our proven delivery model ensures that we understand your business purpose, people and processes and where we can add value:

Discover

>

We engage and understand your business proposition and objectives

>

We share the opportunity and associated benefits

Build

>

We build and deliver agnostically and support your business to deliver it on time and budget

Service

>

Optimise your digital workforce and drive new technology ideas

A flexible resourcing model that integrates seamlessly into your existing COE / Automation team. This model allows you to add capability, resource and speed of results to your automation programme.

You provide:

>

line management / project lead resources

We provide:

>

Individual resources are provided by Robiquity on a requirement by requirement basis

>

Choice of on-site / remote working / hybrid resource

>

Robiquity Solution Design & Support Services

>

Performance Management, Training & Knowledge Share

Robiquity X redefines that a managed service should be. We take your existing automations or automations that we’ve developed for you and deliver their optimal performance.

 

Imagine a service partnership where your automations never stop working and are constantly being upgraded in line with technology enhancements, where your people have the capability and training they need to support your automation ambitions, where you’re part of an elite community of IA using businesses sharing best practice. Welcome to Robiquity X.

Explore Robiquity X
CONTACT US
CONTACT US

Can we help you and your people to fulfil their core purpose? Want to know more about Intelligent Automation? We’re here to help!

Simply fill out this form or call us on 0161 974 3244.

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Industries

  • Retail
  • Financial Services
  • Travel
  • Telcos/Utilities
  • Automotive
  • Government & Public Services

Automating for

  • Growth
  • Value
  • Compliance
  • Experience
  • Efficiency
  • Case Studies
  • Use Cases

About us

  • Why Robiquity
  • Robiquity X
  • Our Values
  • Our People
  • Case Studies
  • Use Cases

Partners

  • Microsoft
  • Blueprism
  • UIPath
  • ABBYY
  • Trust Portal
  • XpertRule
  • CX Company
  • Automation Hero
  • OpenDialog

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Head Office Level 8, Transmission, Atherton Street, Manchester, M3 3GS E: info@robiquity.com T: 0161 974 3244