Customer Automation Success Stories

Customer stories

Read how financial institutions like yours succeed with AI Agents.

Raymond James automates entity data matching for Perpetual Screening, enabling growth without adding staff

Valley Bank automates sanctions alert adjudication for faster payments, better employee experience

Large North American Bank Eliminates Name Sanction Screening Alerts Backlog, Transforms Operations

US-based bank streamlines real-time payments compliance and reduces monetary waste in Level 1 alerts review

Bank of Asia Selects WorkFusion’s AI To Create a User-Friendly and Expedient KYC Customer Experience for New Client Onboarding

Community bank gained employee capacity, saved money and saw a fast ROI

The leading provider to independent financial advisors in the U.S. implemented Intelligent Automation and achieved cost savings of $1M+

The third-largest bank in Canada automated its adverse media search and achieved cost savings of $4.2M within 6 months.

Regional bank saves up to $3M annually by automating Adverse Media Monitoring, due diligence and other AML processes

Africa’s largest bank transforms customer onboarding with Intelligent Automation, reducing onboarding from 20 days to 5 minutes

Financial data vendor, recognized for high-quality information further improves services with Intelligent Automation

Our customers in the news

WorkFusion customers make headlines with their digital transformation stories.

We chose WorkFusion as the most complete 'one-stop-shop' offering and the best solution to solve the bank’s challenges. WorkFusion has proven to be a great partner who worked with us to build the capacity internally and offered the top-class resources capable of dealing with the most complex challenges.

Michael Daniels, Head of Operational Excellence and Automation, Standard Bank

Within the first few months, we automated 30+ use cases and achieved a net positive impact. We reduced our operating expenses by more than $2.5M. Our ROI was significant.

Matt Speare, Chief Automation Officer, Carter Bank & Trust

Michael Daniels, Head of Operational Excellence and Automation, Standard Bank

Within the first few months, we automated 30+ use cases and achieved a net positive impact. We reduced our operating expenses by more than $2.5M. Our ROI was significant.

Matt Speare, Chief Automation Officer, Carter Bank & Trust

See for yourself.

Ready to assess your automation potential? Let our expert team identify opportunities for significant cost take out in your business.