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.
Staff slowed by repetitive tasks feared AI replacement. With bottom-up training, they built custom agents, speeding work by up to 50%.
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.
Analyzing 200-page reports took senior reps hours. Now, AI extracts key insights, empowering any sales rep to build tailored client decks.
Strict privacy rules prevented sending raw call transcripts to AI. Now, an automated system safely strips and restores sensitive data.
Quality reviews dragged for weeks, gated by a handful of specialists. Now employees build agents that move them through in about an hour.
Pulling answers from a sprawling customer dataset once meant weeks of SQL; now anyone asks in plain language and explores it in seconds.
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.
Staff slowed by repetitive tasks feared AI replacement. With bottom-up training, they built custom agents, speeding work by up to 50%.
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.
Analyzing 200-page reports took senior reps hours. Now, AI extracts key insights, empowering any sales rep to build tailored client decks.
Strict privacy rules prevented sending raw call transcripts to AI. Now, an automated system safely strips and restores sensitive data.
Quality reviews dragged for weeks, gated by a handful of specialists. Now employees build agents that move them through in about an hour.
Pulling answers from a sprawling customer dataset once meant weeks of SQL; now anyone asks in plain language and explores it in seconds.