AI case study

Navy Federal Credit UnionBack-office automation

Manual handoffs slowed operations. AI now automates routing and validation, boosting case closure rates by over 50%.

Published|today

Key results

Case Closure Rate
>50%

Result highlights

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The story

Context

A trusted financial institution relied on a legacy CRM environment and disconnected systems to manage its back-office operations.

Challenge

Day-to-day operations were hindered by manual handoffs and time-consuming research, causing cases to move slowly across functions. Complex security...

Solution
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Quotes

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The company

Navy Federal Credit Union logo

Navy Federal Credit Union

navyfederal.org

Member-owned credit union for military personnel, veterans, and their families.

IndustryFinancial Services
LocationVienna, VA, USA
Employees10K-50K
Founded1933

The AI provider

Provided Microsoft AI Business Solutions to automate classification, validation, and routing.

IndustrySoftware & Platforms
LocationRedmond, WA, USA
Employees100K+
Founded1975

The implementation partner

Capgemini logo

Capgemini

capgemini.com
IndustryProfessional Services
LocationParis, France
Employees100K+
Founded1967

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