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.
Customers called or visited a branch; agents waded through menus to log each case. Now a WhatsApp bot handles the intake—no calls, no menus.
Siloed systems turned routine compliance checks into hours of manual work. Now, AI agents execute these workflows in seconds.
Review cycles took months, leaving 60% of risks invisible. AURA now monitors every change in real time—analysts approve before action.
Engineers capped at basic chat, complex work out of reach. Now 700 tackle cross-jurisdiction compliance reviews in hours, not weeks.
37 steps and 16 handoffs to send one email. Agents rebuilt the workflow from scratch — 3 weeks became 2 days.
Managing documentation across 65 sites bottlenecked a central team. Now, Claude synthesizes data and coaches local directors on compliance.
Associates manually routed complex tickets and managed 47K product tags. Now, AI agents triage requests and classify attributes.
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.
Customers called or visited a branch; agents waded through menus to log each case. Now a WhatsApp bot handles the intake—no calls, no menus.
Siloed systems turned routine compliance checks into hours of manual work. Now, AI agents execute these workflows in seconds.
Review cycles took months, leaving 60% of risks invisible. AURA now monitors every change in real time—analysts approve before action.
Engineers capped at basic chat, complex work out of reach. Now 700 tackle cross-jurisdiction compliance reviews in hours, not weeks.
37 steps and 16 handoffs to send one email. Agents rebuilt the workflow from scratch — 3 weeks became 2 days.
Managing documentation across 65 sites bottlenecked a central team. Now, Claude synthesizes data and coaches local directors on compliance.
Associates manually routed complex tickets and managed 47K product tags. Now, AI agents triage requests and classify attributes.