Salesforce Automation for Customer Statements

Salesforce for Customer statements using automation anywhere

About this case study

Download this case study to discover how a leading financial services company was able to automate a salesforce for customer statements.

This case study includes a detailed review of the Robotic Process Automation (RPA) solution implemented by Mindfields for the Client. In this case study you will find valuable information including:

  • Client Profile
  • RPA Project Brief
  • Challenges the client faced
  • Mindfield's RPA solution
  • Process before automation (Manual process)
  • Process after automation (Live in-production)
  • Outcomes achieved