Financial ServicesOperations

Cómo Fiserv Evita 10 Millones de Dólares en Penalizaciones con la Automatización de IA de UiPath

FFiservFuente: UIPATH ↗junio de 2025

Fiserv construyó una automatización de IA segura y escalable sobre la Plataforma UiPath con gobernanza integrada, evitando 10 millones de dólares en penalizaciones por SLA e incorporando más de 20.000 ubicaciones de restaurantes QSR en plazo.

Impacto

$10M

Penalizaciones por SLA Evitadas

20,000+

Ubicaciones QSR Incorporadas

Desafío

Necesitaba escalar la IA en toda la empresa manteniendo estrictos estándares de gobernanza, cumplimiento normativo y gestión del riesgo en todas las automatizaciones.

Solución

Desplegó la Plataforma UiPath con explicabilidad integrada, trazabilidad, filtrado de PII y barreras contra inyección de prompts, habilitando agentes de IA gobernados.

Herramientas y tecnologías

UPUiPath PlatformWorkflow Automation

Lo que dicen los líderes

“UiPath gives us the explainability, traceability, and guardrails we need to confidently put AI solutions into production while knowing they are safe.”

Sharbs Shaaya, Sr. Director - AI CoE, Fiserv
Get the full story.

Sign up to read complete case studies, access detailed metrics, and unlock all use cases.

Historia completa

Fiserv necesitaba escalar la IA a toda la empresa manteniendo estrictos estándares de gobernanza, cumplimiento normativo y gestión del riesgo en todas sus automatizaciones. La adopción de IA sin los controles adecuados habría expuesto a la empresa a riesgos regulatorios y operativos significativos.

La empresa desplegó la Plataforma UiPath con explicabilidad integrada, trazabilidad, filtrado de PII y barreras contra inyección de prompts, habilitando la automatización de agentes de IA dentro de un entorno gobernado. Esto permitió escalar con confianza sin sacrificar el control.

Fiserv evitó 10 millones de dólares en penalizaciones por incumplimiento de SLA y logró incorporar más de 20.000 ubicaciones de restaurantes QSR en el plazo establecido, demostrando el valor de una automatización de IA gobernada a escala empresarial.

Casos similares

SC
Suncoast Credit Union
75%
fraud loss reduction

Suncoast Credit Union deployed UiPath agentic automation for end-to-end fraud detection, reducing fraud losses 75% over two years, preventing $3.3M in fraud, and achieving 100% automated review coverage.

Financial ServicesUPUiPath Platform
N
N26
70%
task automation in targeted processes

N26 deployed Claude via AWS Bedrock across 15+ internal use cases in its first year, automating up to 70% of tasks in targeted customer service processes and cutting manual processing by 50% across 24 European markets. New AI implementations now go from ideation to evaluation in 1–2 weeks.

Financial ServicesABAmazon BedrockCEClaude Enterprise
C
Campfire
3 days
reduction in monthly close time

Campfire embedded Claude into its accounting platform to automate monthly closes, bank reconciliation, and financial reporting. Customers now close their books 3 days faster, reconcile bank statements 90% faster, and generate reports 50% faster. Claude powers Ember, Campfire's AI chat interface for natural language financial queries.

Financial ServicesCAClaude API
NB
Norges Bank Investment Management
20%
weekly time savings per employee

Norges Bank Investment Management deployed Claude Enterprise to 600+ employees across all departments, achieving 20% weekly time savings on analytical and operational tasks. The $1.7 trillion sovereign wealth fund uses Claude for investment research synthesis, ESG compliance across 9,000 portfolio companies, and multilingual information processing. Business users can now prototype AI solutions independently without IT bottlenecks.

Financial ServicesCEClaude Enterprise
IG
IG Group
70
hours saved weekly for analysts through ai-assisted query handling

IG Group, an international financial services firm, deployed Claude across teams to streamline content production, multilingual communications, and data analytics workflows. The rollout reduced reliance on external agencies, delivered a sub-three-month payback on the AI investment, and saved analysts 70 hours per week through AI-assisted query handling.

Online TradingFinancial ServicesCClaude
L
loanDepot
<5 minutes
it approval turnaround

loanDepot deployed Moveworks' AI assistant in Microsoft Teams to automate IT approvals, resolving 2,000 issues monthly and cutting turnaround from days to under 5 minutes.

Financial ServicesMMoveworksSServiceNow
E
Experian
~300
engineering days saved

Experian’s Data Office in the UK manages mission-critical consumer and business information infrastructure for one of the world’s largest credit bureaus. Facing seven legacy .NET Framework applications that required manual modernization, the team used AWS Transform — an agentic AI service for .NET migration — to automate code transformation and wave planning. The result: approximately 300 engineering days saved, 687,600 lines of code transformed, and 40% reduction in developer effort across seven applications.

Financial ServicesATAWS TransformAQAmazon Q Developer
TX
Terminal X
0.68 to 0.91
f1 retrieval accuracy improvement

Terminal X is a vertical AI platform for institutional investors that acts as a 24/7 research agent, processing millions of financial documents for hedge funds, asset managers, and private equity firms. By rebuilding its retrieval architecture on Pinecone’s vector database, Terminal X improved F1 retrieval accuracy from 0.68 to 0.91, cut average latency by over 35%, and doubled deployment velocity. Users now save approximately three hours per day, and investment memo preparation dropped from two days to half a day.

TechnologyFinancial ServicesPPinecone