Client:TD Bank
Region:North America
Industry:Banking and Financial Services
TD Bank accelerates enterprise transformation with UiPath automation
$1B
in committed business value driven by transformation initiatives
$MM revenue
captured through real-time, automated campaign optimization
90%
cycle time reduction
Client Overview
TD Bank (TD) is one of North America’s leading financial institutions, serving millions of customers across a highly regulated, multi-market environment. As TD accelerated its enterprise transformation strategy, it needed to modernize complex, manual, and semi-manual workflows that spanned systems, teams, and geographies—without compromising security, compliance, or customer experience. To achieve this, TD required an enterprise-grade automation platform that could scale across the bank and deliver measurable business outcomes, not just task-level efficiency.
From automation initiatives to enterprise-wide transformation
TD partnered with UiPath to move beyond isolated automation initiatives and adopt a process-first, enterprise-wide approach to automation—treating it as a strategic capability rather than a collection of point solutions. Using the UiPath Platform™, TD established a secure, standardized foundation that enabled teams across the bank to design, deploy, and scale automation with confidence.
Automation now supports TD’s end-to-end processes—from customer servicing and branch operations to risk, compliance, and campaign optimization—delivering faster resolution times, improved consistency, and measurable business value at scale. By integrating process discovery, redesign, and automation delivery, TD teams work end to end to identify where automation can deliver the greatest enterprise impact.
As a UiPath Diamond Partner, TD also benefits from deep industry expertise, close collaboration with UiPath product teams, and early visibility into roadmap innovations—laying the groundwork for agentic and intelligent automation that continues to evolve with the business.
This enterprise approach has helped TD unlock $1B in committed business value, reduce customer issue resolution from hours to minutes, and capture multimillion-dollar revenue through real-time, automated optimization.
Automation is a strategic enabler for TD. UiPath provides the enterprise-grade platform and partnership we need to scale transformation, deliver outcomes, and continue advancing our operational excellence across the bank.
Outcomes:
Better client experiences: Automation helps TD make interactions simpler, faster, and more consistent—reducing wait times, enabling real-time decisions, and improving the overall customer journey across channels
Stronger colleague experiences: By removing manual effort and unnecessary handoffs, automation frees colleagues to focus on higher-value, customer-facing, and analytical work while reducing friction in day-to-day operations
Lower cost with managed risk: Automation drives efficiency and cost reduction while strengthening controls, improving compliance, and reducing operational risk at enterprise scale
Additional resources:
TD Bank is a 2025 UiPath AI25 Award winner. Meet all the 2025 award winners and see how these leading companies are using the UiPath Platform™ to drive innovation, boost efficiency, and redefine success.
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