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How Digital Workers Returned 1.2 Million Hours to a UK Financial Services Firm

How Digital Workers Returned 1.2 Million Hours to a UK Financial Services Firm

A large UK financial services firm processes 50,000–70,000 customer emails and documents monthly across claims, onboarding, compliance, and account management. Manual triage, document validation, and data re-entry consumed significant staff capacity. Within the first year of deployment, BNXT's digital worker platform returned 1.2 million hours to the business - calculated from system-logged activity across email handling, document validation, and data re-entry tasks - and cut customer inquiry response time by 60%.

Image representing case study

60%

Faster Response Time

1.2 Million

Hours Saved

75% - 80%

Inbound Emails

About  

Problem Statement

Incoming email and document volumes were processed entirely by staff with no automation between intake and action:

  • Inbound emails required manual reading, classification, and routing before any response could begin
  • Document validation - completeness, format compliance, data accuracy - ran entirely through staff queues across claims, onboarding, and compliance submissions
  • Data extracted from documents fed manual re-entry into downstream systems - slow and error-prone at scale
  • No consistent triage logic across teams - routing and prioritisation varied by individual, creating uneven response times
  • Downstream system updates triggered by email or document intake required separate manual steps after initial processing
  • No operational visibility into email volumes, processing backlogs, or team throughput

Industry: Financial Services / Operations Automation 

Services: Artificial intelligence Services

Region: United Kingdom

Our Tech Stack

Tech stack we used

Solution Approach

BNXT's AI services team deployed digital workers combining generative AI, automation, and NLP to handle the full intake-to-action workflow - without manual handoffs at each stage.

Email Classification and Triage

Inbound emails are read, classified by intent - claims queries, onboarding requests, compliance submissions, and account management - and routed automatically. Priority scoring runs at classification, so urgent items surface without manual flagging. Standard responses for common inquiry types are drafted automatically and queued for send or staff review depending on complexity.

Document Validation

Incoming documents are validated against completeness and format requirements using Azure Document Intelligence. Pre-deployment, manual validation carried an error rate of approximately 12–15%. Automated checking against fixed rules reduced that by 55–60%. Missing fields or format errors trigger rejection notices with specific remediation guidance rather than generic bounce-backs.

Data Extraction and System Updates

Validated documents feed an extraction layer that pulls structured data - customer details, policy references, claim values, compliance identifiers - and writes directly to Salesforce and downstream systems via Power Automate. Manual re-entry is removed entirely. Each update generates an audit log entry automatically.

Escalation and Routing Logic

Classification thresholds, escalation triggers, and routing rules are configurable through a low-code workflow engine. Operations teams update logic as product lines or regulatory requirements change - without engineering involvement. Low-confidence classifications route to staff with full context attached.

Reporting and Visibility

Email volumes, processing backlogs, response times, and escalation rates surface through a business intelligence layer in Power BI - replacing manual weekly reporting with real-time dashboards.

All interaction data and audit trails feed into Salesforce via BNXT's cloud services infrastructure, connecting the digital worker layer to existing systems without replacing them.

Benefits

The 1.2 million hours figure is the aggregate - what it looked like varied by function.

In claims and onboarding, the change was the intake speed. Documents that previously sat in validation queues for 2–3 days were cleared the same day. Staff who spent mornings on overnight email backlogs started the day on exception queues instead - the straightforward work was already done before they arrived.

Document validation saw the sharpest quality shift. Manual checking at volume produces inconsistent catch rates. Automated validation against fixed rules removed that variability - the 55–60% error rate reduction reflects consistency as much as speed.

Data re-entry was the least visible drain before deployment and the clearest saving after. Extracted fields writing directly to downstream systems removed a step performed thousands of times monthly - small per instance, significant in aggregate.

Queue depth, throughput, and escalation rates - now visible in Power BI - changed how capacity decisions were made: against live data, not after the week had closed.

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