Back office ops · Production

Top 10 U.S. Retail Bank transforms lending operations with Verint Operations Manager

The problem

A specialty group within a top 10 U.S. retail bank's lending business was consistently missing SLAs despite mandatory daily and Saturday overtime, because managers lacked real-time data to measure employee productivity and there was no automated way to allocate and track work across 400-plus team members.

Workflow diagram · grounded in source
1
Work arrives across five platforms
trigger
“five different platforms in which work was received, hundreds of types of work, each with different handle times”
2
Work Allocation Bot routes work
routing
“Verint Work Allocation Bot within Verint Operations Manager checked all our boxes”
3
Desktop analytics captures activity
ai_action
“Capturing real-time employee activity from the desktop, the solution enables the group to understand what employees are working on, for how long, and if the time spent is in line with performance expectations”
4
Performance scorecards published
output
“the Verint solution includes role-specific performance scorecards that both employees and managers can view. As a result, employees can see how they are performing against their goals and self-adjust their behaviors to ensure they reach …”
5
Manager coaching via real-time data
feedback_loop
“Managers can use the real-time data to identify coaching or training needs, and to have data-driven discussions on performance with their team members”
Reported outcome

After deploying Verint Operations Manager, the group increased employee productivity by 40% within the first month, improved SLA performance by 60% (turnaround reduced from 7–10 business days to 4 days or less), eliminated all overtime, and reduced headcount by 10% through attrition; the solution subsequently expanded to five additional groups covering 26 teams nationwide.

Reported metrics
Employee productivity increase40%
SLA performance improvement60%
Turnaround time reductionfrom 7 to 10 business days to 4 days or less
Headcount reduction through attrition10%
Show all 8 reported metrics
employee productivity increase40%
SLA performance improvement60%
turnaround time reductionfrom 7 to 10 business days to 4 days or less
headcount reduction through attrition10%
FTEs reduced through attritionfive FTEs
overtime eliminatedeliminated all overtime
additional groups expanded tofive other groups
teams now covered26 teams
Reported stack
Verint Operations ManagerVerint Work Allocation BotVerint Desktop and Process AnalyticsVerint Open Platform
Source
https://www.verint.com/case-studies/top-10-u-s-retail-bank-transforms-lending-operations-with-verint-operations-manager/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

After deploying Verint Operations Manager, the group increased employee productivity by 40% within the first month, improved SLA performance by 60% (turnaround reduced from 7–10 business days to 4 days or less), elimi…

What tools did this team use?

Verint Operations Manager, Verint Work Allocation Bot, Verint Desktop and Process Analytics, Verint Open Platform.

What results were reported?

Employee productivity increase: 40%; SLA performance improvement: 60%; Turnaround time reduction: from 7 to 10 business days to 4 days or less; Headcount reduction through attrition: 10% (source-reported, not independently verified).

How is this back office ops AI workflow structured?

Work arrives across five platforms → Work Allocation Bot routes work → Desktop analytics captures activity → Performance scorecards published → Manager coaching via real-time data.