With you, every step of every Customer Journey

Key Challenge

A major retirement savings provider was finding it difficult to offer the desired levels of customer experience due to a 5-day blackout period when loading transfer plans. Our client needed an experienced transformation partner that could help quickly automate processes for improved efficiencies.

The Solution

The RRD Retirement team initiated a simple and effective 3-step process:

• Identified labor-intensive steps in processes and marked them for automation opportunities
• Converted hard copy files into a system-readable format using OCR
• Automated data upload and processing in the client’s proprietary system

Outcomes Achieved

With 70+ microautomations to convert all data into a system-readable format, the client was able to achieve:

• 40% reduction in the blackout period
• Superior customer experience due to accelerated access