Financial Services

·

Client not named

Financial services regulation

Financial services regulation

Financial services regulation

Automated the specified checks and routed exceptions for human review. Review time per proposal fell from 2.5 hours to 30 minutes.

Automated the specified checks and routed exceptions for human review. Review time per proposal fell from 2.5 hours to 30 minutes.

12%

12%

12%

Proposal time reduced by 12 per cent

1.5%

1.5%

1.5%

Errors auto-flagged for manual review

30 min

30 min

30 min

Human review per proposal, down from 2.5 hours

The problem

The problem

The problem

Every proposal had to clear a thicket of regulatory requirements, checked by hand. The process was slow, error-prone and carried the constant fear of fines from a missed obligation.

The approach

Automated the specified checks and routed exceptions for human review. Review time per proposal fell from 2.5 hours to 30 minutes.

UNDERSTAND

Inside the work

Mapped the specified checks and exception paths within the proposal workflow.

WORKFLOW + DATA

Codify & capture

Automated the specified checks and routed exceptions for human review.

EXECUTION

Run it at scale

Review time per proposal fell from 2.5 hours to 30 minutes.


The result

The result

The result

Automated the specified checks and routed exceptions for human review. Review time per proposal fell from 2.5 hours to 30 minutes.

Compliance should be a system, not a prayer.

Compliance should be a system, not a prayer.

Tony Simmons · Founder, N+1

Which workflow is costing your business time and money?

Which workflow is costing your business time and money?

Which workflow is costing your business time and money?

Message me with how you handle it today. I’ll tell you where I’d start.

Message me with how you handle it today. I’ll tell you where I’d start.

Message me with how you handle it today. I’ll tell you where I’d start.

Or email hello@np1systems.com with one paragraph on the workflow.

First, it pays for itself.

Then, others pay for it.

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N+1 · AI WORKFLOW AUTOMATION AND COMMERCIALISATION