Client Background
A leading airline company managing co-branded credit card enrolments sought to improve operational efficiency and customer onboarding experience while handling growing enrolment volumes.
Challenges
The client relied heavily on manual processes for handling enrolment requests, which involved multiple validation steps, document checks, and system updates, requiring high attention to detail and consuming significant operational time.
Some of the Key Challenges
- Process involved multiple lengthy steps despite moderate request volumes.
- Manual processing resulted in longer turnaround times.
- High dependency on human accuracy increased error risks.
- Delays in enrolment impacted overall customer experience and service quality.
Our Solution
We implemented an automation solution using RPA bots to streamline the end-to-end enrolment process. The bot was designed to handle data extraction, validation, processing, and reporting efficiently, ensuring minimal human intervention and higher accuracy.
- Bot retrieves input data from the SFTP server and validates it based on defined business rules.
- Bot automatically creates formatted files and uploads data into the CRIS application.
- Bot Generates response codes for each transaction accurately.
- Bot Prepares, submits, and shares reports with relevant stakeholders via email.
Automation Benefits
The deployment of the automation solution delivered measurable improvements across operations and customer experience: