Region:Global
Client:WEX
Industry:Banking and Financial Services
WEX is streamlining operations and boosting satisfaction with automation
$2.7 million
in savings from automation program
70,000
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 human resources 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.
Outcomes:
Employee empowerment: WEX uses UiPath Autopilot™ to automate repetitive tasks, allowing customer service agents to focus on meaningful customer interactions
Scalability: WEX is utilizing the UiPath Platform™ to streamline operations across new business areas
Operational excellence: With real-time insights and governance provided by UiPath, WEX is optimizing processes for future growth
Additional resources:
Watch the Agentic AI Summit, where AI, robots, and humans intersect for transformative automation. Hear from industry leaders like WEX's Emily Khrorne on the impact of agentic automation on businesses. Watch the insightful discussions now, on-demand.
Gain insights from seasoned professionals and explore how cutting-edge automation technologies can supercharge your organization's efficiency and profitability. Watch the Financial Services Summit from FORWARD + TechEd.
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