Low-Code Platform for Process Automation and Enterprise Apps | Bizagi Low-Code Platform for Process Automation and Enterprise Apps | Bizagi
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Reinvent the client service request process

Reduce manual effort

Eliminate spreadsheets and email-based tracking to reduce manual work.

Mitigate risk

Improve accuracy by removing errors associated with manual data entry and transcription.

Increase visibility

Gain real-time visibility into the status of every client request across teams.

Impress clients

Reduce processing times to speed up responses and consistently meet SLAs.

Delivering results for financial institutions

80% reduction in processing time of Service Requests.
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Increased visibility of Client Change status using Tableau dashboards.
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Accelerate resolution with Agentic Automation

Automate email classification

AI Agents classify cases and route to the appropriate team member to speed up processing.

Trigger workflows for faster resolution​
Bizagi Triggers create cases directly from emails.
Generate contextualised responses
Use AI Agents to suggest responses based on client information.

A  significant reduction in processing time and has allowed us to maintain extremely high SLAs when it comes to our contractual obligations for our clients.”

Justin Wood

Stone Coast Fund Services

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Want to learn more about our platform or need help using it? Get in touch.

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