Region:Global
Client:WEX
Industry:Banking and Financial Services
WEX: Reimagining workflows with UiPath Autopilot™
$2.7 million
in savings from automation program
70K
hours of labor saved annually
Client Overview
WEX, a leader in financial technology, faced inefficiencies in managing high-volume processes across multiple systems. Repetitive tasks, like navigating backend platforms for card orders and processing explanations of benefits (EOBs), slowed down operations and impacted both employee productivity and customer satisfaction.
Transforming business operations, one task at a time
UiPath Autopilot™ simplifies WEX’s workflows. When WEX issues and manages payment cards, Autopilot streamlines navigation across multiple systems—reducing manual effort and empowering contact center agents to focus on customer engagement. For EOBs, WEX leverages intelligent document processing (IDP) to extract, validate, and present data for rapid review. Supported by real-time insights and trusted governance, WEX plans to expand AI-driven automation into HR and legal processes.
UiPath Autopilot enables us to operationalize automation seamlessly. From governance to AI integration, it’s a trusted tool that delivers real value for both our customers and employees.
Emily Krohne, Enterprise Automation Principal at WEX
Outcomes:
Employee empowerment: WEX uses UiPath Autopilot™ to automate repetitive tasks, allowing agents to focus on meaningful customer interactions
Scalability: Utilizing UiPath’s platform, WEX is expanding automation into new business areas, streamlining operations
Operational excellence: With real-time insights and governance provided by UiPath, WEX is optimizing processes for future growth
Additional resources
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