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Workflow Automation for a Financial Services Firm

Industry

Mid-sized Financial Services Firm

Challenge

The client struggled with manual approval processes for loan applications, leading to delays and customer dissatisfaction. Additionally, tracking compliance and generating reports was time-consuming and error-prone.

Solution

Smart Solutions implemented a custom workflow automation solution using Power Automate, integrating it with their existing Office 365 suite. The automation included:

  • Automated loan approval workflows with real-time status updates.

  • Compliance tracking integrated with SharePoint.

  • Automated report generation with Power BI dashboards.

Result

  • Reduced loan processing time by 40%.

  • Improved compliance accuracy by 25%.

  • Saved 20 hours per week on manual reporting tasks.

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