Region:Global

Client:WEX

Industry:Banking and Financial Services

WEX is streamlining operations and boosting satisfaction with automation

Two professionals collaborating at a desk in a modern office workspace with a laptop and notebook

$2.7 million

in savings from automation program

70,000

hours of labor saved annually

Transforming business operations, one task at a time

UiPath Autopilot™ simplifies WEX’s workflows. When WEX issues and manages payment cards, Autopilot streamlines navigation across multiple systems—reducing manual effort and empowering contact center agents to focus on customer engagement. For claims support, WEX leverages intelligent document processing (IDP) to extract, validate, and present data for rapid review. Supported by real-time insights and trusted governance, WEX plans to expand AI-driven automation into human resources and legal processes.

UiPath Autopilot enables us to operationalize automation seamlessly. From governance to AI integration, it’s a trusted tool that delivers real value for both our customers and employees.

Emily Krohne

Outcomes:

  • Employee empowerment: WEX uses UiPath Autopilot™ to automate repetitive tasks, allowing customer service agents to focus on meaningful customer interactions

  • Scalability: WEX is utilizing the UiPath Platform™ to streamline operations across new business areas

  • Operational excellence: With real-time insights and governance provided by UiPath, WEX is optimizing processes for future growth

Additional resources:

  • Watch the Agentic AI Summit, where AI, robots, and humans intersect for transformative automation. Hear from industry leaders like WEX's Emily Krohne on the impact of agentic automation on businesses. Watch the insightful discussions now, on-demand. 

  • Gain insights from seasoned professionals and explore how cutting-edge automation technologies can supercharge your organization's efficiency and profitability. Watch the Financial Services Summit from FORWARD + TechEd.

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