If you aren't automating your business processes, you're leaving money on the table.

It's as simple as that.

Transform your operations and get maximum value using intelligent automation



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    Automation should be top priority for all financial services organisations right now

    If improving operations in your business falls on you, then you may have already considered automating your working processes. Automation can help your organisation get more work done in less time, improve compliance, boost your bottom line and deliver a more memorable customer experience (CX).

    Your employees benefit too

    With automation reportedly increasing job satisfaction by 89% (Salesforce) through removing redundant and tedious tasks from employee workloads, it is also a great way to create a happy workforce and boost employee retention at a time when skilled staff are so hard to hang on to.

    However, despite the immense benefits that automation brings, organisations looking to implement it often struggle to figure out where to start.

    Looking to implement automation but struggling to know where to start? That's where we come in.

    Get in touch

    How we can help

    Our intelligent automation solutions are designed to help you get the most out of your business processes – from optimising customer-facing operations to enabling smarter decision-making. We make it easy to level up your business and maximise the value of its resources.

    Our services cover the full life cycle of automation, from strategic consultancy to design and system integration – ensuring a smooth transition and clear, sustainable results.

      We know our stuff

    There’s no humble way of saying it but it’s true: when it comes to automation we’re hugely experienced and have the technical expertise to handle the most advanced projects – no matter the complexity.

    We take a bit-by-bit approach underpinned by ROI

    Here’s the thing: small chunks of investment allow transformation to happen. To manage the potential disruption to your business operations we adopt a bit-by-bit approach to automating out of date working processes, allowing you to make the most of your existing infrastructure while gradually transitioning to automation.

    We’ve tried and tested our solutions

    This isn’t our first rodeo. We’ve helped leading organisations of all shapes and sizes successfully implement automation, transforming their operations and driving real business outcomes. We’ve seen our automation solution work, time and time again.

    We’re all about the outcome

    We go above and beyond to make sure you get the tangible results you need, and we won’t just leave you high and dry once processes are automated. We’ll be there to provide close support at every stage of the project, no matter what challenges pop up.

     

    Davies has reinstated our confidence in automation, and really understood our strategy. Collaboratively, we have delivered tangible results in a short period of time and during the pandemic. I am immensely proud of our team’s achievements to date, and in the immediate future.

    Liz Lucas, Head of Customer and Digital Services, Caerphilly Council

    What's next?

    If automation is something you’re interested in exploring, then we’d like to kick things off with an in-depth chat where we can learn about your pain points and explore how automation could help you tackle them.

    Get in touch

    Our automation success stories and blogs

    With speculation that AI could be gearing up to replace human-led customer service routes, we were intrigued to see whether our financial services sector audience saw their customer service teams’ jobs at risk.  

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    The Great Retention: Four ways leveraging automation can reduce employee turnover in financial services

    With workplace trends such as the Great Resignation still a very real risk, employers are looking for the best ways to reduce attrition and keep their staff happy. Automation presents a viable solution to think about.

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    5 reasons to incorporate automation into your asset allocation plans

    Automation is transforming the wealth management industry, with a growing number of organisations embracing this exciting technology to streamline operations and enhance services. But what’s all the fuss about? And what are the key drivers for so many wealth management businesses investing in automation?

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    25 AI & automation stats for anyone in financial services

    It is becoming increasingly apparent that AI and automation have the potential to drastically alter our current economic landscape, but with so many opinion articles out there, what’s the actual data saying? How are these technologies transforming our world – both today and in the years to come?

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    ARTICLE

    Improving vital social care delivery with a virtual workforce

    Having already deployed intelligent automation solutions in other departments, Caerphilly Council contracted Davies to assess how process automation could better support social care service users and workers.

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    CASE STUDY

    Automation improves efficiency and accuracy of loan application process

    A leading UK loan provider was looking for a way to improve its application process as case handlers were spending a long time reviewing new applications due to the incredible complexity involved with manually examining large bank statements and other financial documents. See how we helped!

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    Increasing efficiency and scalability of digital homebuying experiences

    One of the nation’s leading building societies wanted to provide an improved digital experience for homebuyers and brokers but faced processing issues. See how Davies resolved this effortlessly.

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    Successful modernisation of legacy systems removes bottlenecks and drastically improves customer experience

    One of the nation’s leading new homes specialists was facing a growing challenge with its legacy systems. To help address these challenges, Davies was brought in to develop a new, intelligent automation solution.