A mid-size financial institution with $ 50 B+ in assets needed to modernize over 100 legacy tools built by retiring staff. While the front office was digitized, the back and middle offices struggled with outdated systems, manual processes, and audit risks.
The Prolifics Approach
We didn’t just automate, we reinvented.
- Audited 127 legacy tools across risk, compliance, and operations
- Identified 34 high-impact workflows for agentic automation
- Built 5 reusable AI agents for document extraction, reconciliation, AML, and more
- Integrated seamlessly with GRAVITY, SharePoint, Exchange, and Salesforce
- Delivered results in just 24 weeks
What Changed?
- Ticket Creation: From 7 mins to under 30 seconds
- P&L Reporting: From 48-hour delay to real-time validation
- Document Accuracy: Boosted from 86% to over 98%
- Legacy Tools: 43 apps modernized into modular agents
- IT Satisfaction: Jumped from 3.1 to 4.6
- Audit Trail: Fully automated and audit-ready
Why It Worked
- Modular, agent-first automation
- LLM-powered orchestration
- Focused on quick wins, scaled fast
- Continuous monitoring and governance
“Prolifics helped us reimagine how operations should work, not just automate how they’ve always worked.”
