Travis Perkins automates credit account processing with UiPath and Robiquity, reducing processing time to 20 minutes
Travis Perkins processed 15,000 credit account applications per year entirely manually, with a single team member handling data entry from paper forms, credit checks across multiple systems, and worst-case processing times of five hours per application, creating data security risks and an inability to scale during promotions.
Travis Perkins had attempted similar automation approximately 15 years earlier but could not achieve the desired results and deprioritized the effort.
The automated process now takes 20 minutes end-to-end, the SLA dropped from 48 to 24 hours, and Travis Perkins handled 27 percent more new customers in the last year while processing applications faster.
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Frequently asked questions
What did this team achieve with this AI workflow?
The automated process now takes 20 minutes end-to-end, the SLA dropped from 48 to 24 hours, and Travis Perkins handled 27 percent more new customers in the last year while processing applications faster.
What tools did this team use?
UiPath, Robiquity, ACES, Companies House.
What results were reported?
Credit application processing time (current): 20 minutes; Credit application processing time (before, typical): about an hour; Credit application processing time (before, worst case): five hours; Service level agreement turnaround: 24 hours (down from 48 hours) (source-reported, not independently verified).
What failed first in this deployment?
Travis Perkins had attempted similar automation approximately 15 years earlier but could not achieve the desired results and deprioritized the effort.
How is this finance ops AI workflow structured?
Digital form submission → API data handoff to robot → Branch and rep assignment → Previous records lookup → Credit check and Companies House cross-reference → Fraud indicator check → Compiled findings presented → Human decision → Customer status notification.