Manual handoffs slowed operations. AI now automates routing and validation, boosting case closure rates by over 50%.
A trusted financial institution relied on a legacy CRM environment and disconnected systems to manage its back-office operations.
Day-to-day operations were hindered by manual handoffs and time-consuming research, causing cases to move slowly across functions. Complex security...
“By combining Capgemini’s expertise with Microsoft AI, Navy Federal Credit Union transformed complex back‑office workflows into faster, more reliable, and compliant operations. Their results demonstrate the real impact AI can deliver for member‑focused financial institutions.”
Member-owned credit union for military personnel, veterans, and their families.
Provided Microsoft AI Business Solutions to automate classification, validation, and routing.
Navy Federal Credit Union's Back-office automation is part of this use case:
Related implementations across industries and use cases
Manual document reviews bottlenecked new account openings at a full hour. An AI system now processes the paperwork in 15 minutes.
Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Legacy chatbots bottlenecked service teams. Now, a single AI agent handles routine workflows, routing complex queries to human experts.
Siloed systems turned routine compliance checks into hours of manual work. Now, AI agents execute these workflows in seconds.
Manual research slowed audit planning. A custom AI assistant now automates data analysis, cutting planning time by 65%.
Minor compliance updates once forced full video reshoots. Now, course creators generate and edit AI avatar videos directly from text.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Training models for 300+ invoice formats bottlenecked operations. Now, generative AI extracts data instantly; staff review exceptions.
Manual underwriting and billing created operational bottlenecks. AI now automates submissions and policy checks, freeing brokers for advisory work.
Manual handoffs slowed operations. AI now automates routing and validation, boosting case closure rates by over 50%.
A trusted financial institution relied on a legacy CRM environment and disconnected systems to manage its back-office operations.
Day-to-day operations were hindered by manual handoffs and time-consuming research, causing cases to move slowly across functions. Complex security...
“By combining Capgemini’s expertise with Microsoft AI, Navy Federal Credit Union transformed complex back‑office workflows into faster, more reliable, and compliant operations. Their results demonstrate the real impact AI can deliver for member‑focused financial institutions.”
Member-owned credit union for military personnel, veterans, and their families.
Provided Microsoft AI Business Solutions to automate classification, validation, and routing.
Navy Federal Credit Union's Back-office automation is part of this use case:
Related implementations across industries and use cases
Manual document reviews bottlenecked new account openings at a full hour. An AI system now processes the paperwork in 15 minutes.
Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Legacy chatbots bottlenecked service teams. Now, a single AI agent handles routine workflows, routing complex queries to human experts.
Siloed systems turned routine compliance checks into hours of manual work. Now, AI agents execute these workflows in seconds.
Manual research slowed audit planning. A custom AI assistant now automates data analysis, cutting planning time by 65%.
Minor compliance updates once forced full video reshoots. Now, course creators generate and edit AI avatar videos directly from text.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Training models for 300+ invoice formats bottlenecked operations. Now, generative AI extracts data instantly; staff review exceptions.
Manual underwriting and billing created operational bottlenecks. AI now automates submissions and policy checks, freeing brokers for advisory work.