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Johnson Financial Group reduces man-hours by 95% on mortgage loan processes

Johnson Financial Group is a premier financial services company offering comprehensive financial solutions in the areas of banking, wealth, and insurance. Founded in 1970, the $4 billion financial services company has more than 40 locations in Wisconsin and Arizona and employs 1100 people.

The company needed to automate its manual data entry processes due to a growth in data being processed. The automation solution required the ability to move data in and out of the Johnson Financial Group systems, upload data into the core system, and move data to new partners’ databases.

Company
Johnson Financial Group
Website
Industry
Financial Services
Country
Capabilities Used
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Who they are

Johnson Financial Group is a premier financial services company that offers comprehensive financial solutions in the areas of banking, wealth, and insurance. With over 40 locations in Wisconsin and Arizona and 1100 employees, the company manages $4 billion dollars.

What they needed

Johnson Financial Group needed to automate their manual data entry processes, including moving data in and out of their systems, uploading data into their core system, and moving data to new partners’ databases.

How they did it

The company adopted Nintex RPA to automatically process mortgage loan data. This implementation resulted in up to 95% savings in man-hours, allowing employees to focus more time on working directly with their clients.

The challenge

From an organization that began in a trailer in Racine, Wisconsin, in 1970, the Johnson Financial Group has experienced significant growth over the years and has expanded to more than 40 locations.

The company’s expansion, some spurred by mergers and acquisitions, created a need to manage the corresponding amount of growth in data. Manually inputting the new data was taking an enormous amount of time. Manual processes were no longer an option. The company needed to automate its data management to avoid errors and improve efficiency.

The RPA solution

Nintex RPA was selected on the recommendation of a Johnson Financial Services representative who attended a trade show. The software’s ability to accurately and rapidly move data across organizational lines was precisely what Johnson Financial was seeking.

With disparate data pouring in from all sides, Nintex RPA was able to rapidly merge data and help administrators gain greater understanding of what the data revealed.

Nintex RPA’s scripting ability alone resulted in up to 95% savings in man-hours necessary to process data centered on mortgage loans.

According to Rita Kerkman, AVP Management Reporting Specialist for Johnson Financial Group, loan specialists were able to process loan data in only five percent of the time they had required to manually administer the same information.

“Before Nintex RPA,” says Kerkman, “it took someone a full week to process loan data. With Nintex RPA, it takes only about two hours. That’s an enormous savings of time and money.”

Over the course of a single year, Nintex RPA reduced the annual total man-hours necessary to manage and process loans from 16,640 to only 832 hours.

“That’s only a single example,” said Kerkman. “As our staff has become better acquainted with Nintex RPA and more confident in using the scripts we have generated for its use, we have uncovered other ways to harness the technology to our needs.”

Kerkman also stresses that the time savings generated by Nintex RPA also made a significant intangible contribution to one of Johnson Financial Group’s core values: customer service.

According to Kerkman, “Close interaction with our clients is extremely important to us. It is one of the key tenants of our business philosophy. Equally as important, Nintex RPA provided an invaluable benefit that fit precisely with the company’s core values. The extra time Foxtrot has gained for us allows us to focus on providing greater assistance to our clients. As a result, we are more creative in delivering the kind of innovative thinking that strengthens our relationship with our clients and ultimately makes them more successful.”

Before Nintex RPA, it took someone a full week to process loan data. With Nintex RPA, it takes only about two hours. That’s an enormous savings of time and money.
Rita Kerkman, AVP Management Reporting Specialist, Johnson Financial Group

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