Wesleyan had made a commitment to embedding Intelligent Automation across their business and had established their own CoE, automating a number of small processes across finance and operations. Robiquity were engaged to help accelerate the delivery of business critical automations, in advance of an expected increase in processing volumes relating to tax year end.

Recognising automation potential in ISA Top Ups via Robiquity’s Discovery process, we deployed Wesleyan’s Blue Prism Cloud tech to seamlessly handle applications, ensuring swift document delivery without OCR. By directly sourcing data from the database, we bypassed unnecessary steps, optimising the end-to-end process for efficiency.

90% of all ISA Top Up’s are now being dealt with by a digital worker which has released over 45 hours of capacity a week back to the operations team. This capacity freed up SLA’s for tax year end and ISA processing times have been reduced from 15 days to 2 days and the WIP/backlog topped out at 500 items compared with 1300 items in the queue at the same time the previous year. Wesleyan and Robiquity are now expanding the scope of ISA automation and also looking further afield for opportunities across the business.