In the digital age, customer experience depends largely on process agility. A financial institution in Panama faced a critical challenge: the process of opening digital accounts required the uploading, reading, and validation of multiple documents (invoices, identification, employment letters, tax returns, forms), which caused delays and affected the customer experience.
The goal was to implement a feature that would automatically upload, read, and validate the required documents, reducing time and errors. The solution had to extract information from files stored in private folders, such as invoices, IDs, and forms, to streamline data validation and structuring.
To achieve this, technologies such as AI Builder and Power Automate were integrated, creating artificial intelligence models adapted to different types of documents. Customized and predefined models were developed, as well as AI Prompts to process unstructured documents, achieving accurate and automated extraction of relevant information.
The results were significant:
- Substantial reduction in document validation time, speeding up the account opening process.
- Complete automation of document analysis, eliminating manual tasks.
- Substantial improvement in the digital customer experience, offering faster and more efficient service.
The combination of intelligent automation and artificial intelligence can transform critical processes, improving operational efficiency and customer satisfaction.
Would you like to discover how to optimize document validation and improve the digital experience in your organization? Contact us and learn about our solutions tailored to your needs.