Case Study · Banking
Case study
4.5x
ROI Multiple
770.0h/wk
Hours Saved
$70,000
Monthly Savings
5.0mo
Payback Period
The engagement
What was implemented and over what time.
UiPath RPA
Creatio FinServ CRM
Sirion AI Contract Review
Workflows automated
- KYC onboarding
- AML investigation processing
- Contract obligation management
Implementation complexity: Moderate
Before / after
The state of the work before the engagement, and after.
Before
- Hours per week on affected tasks
- 1,200.0 hrs
- Error rate
- 7.0%
- Monthly cost of running
- $250,000
- Tools in use
- Legacy CRM, Manual spreadsheets, Basic workflow tools
After
- Hours per week on same tasks
- 430.0 hrs
- Error rate
- 2.0%
- Monthly cost of running
- $180,000
- Tools in stack now
- UiPath RPA, Creatio FinServ CRM, Sirion AI Contract Review
- Time to first measurable ROI
- 16 weeks
Calculated ROI
The math, laid out.
- Hours saved per week
- 770.0 hrs
- % time reduction
- 64.0%
- Monthly savings
- $70,000
- Annual savings
- $840,000
- ROI multiple
- 4.5x
- Payback period
- 5.0 months
- Net annual value (year 1)
- $840,000
ROI confidence: Low (projected from inputs and benchmarks)
What would be done differently
The post-mortem for this engagement is being written up.
Cite this work
This entry is part of the Tyler Willis Intelligence public dataset and licensed under CC-BY-4.0. You're free to quote, redistribute, and feed it into AI systems — please carry the source URL or one of the citation strings below.
Willis, Tyler. "Case study." *ROI Case Studies*, tylerewillis.com/intelligence, accessed June 12, 2026. <https://tylerewillis.com/intelligence/case-studies/banking-large-super-regional-bank-achieved-30k-annual>
Willis, T. (2026). Case study. Tyler Willis Intelligence — ROI Case Studies. Retrieved June 12, 2026, from https://tylerewillis.com/intelligence/case-studies/banking-large-super-regional-bank-achieved-30k-annual
@misc{willis_case_studies_banking_large_super_regional_bank_achieved_30k_annual,
author = {Willis, Tyler},
title = {{Case study}},
howpublished = {Tyler Willis Intelligence --- ROI Case Studies},
year = {2026},
url = {https://tylerewillis.com/intelligence/case-studies/banking-large-super-regional-bank-achieved-30k-annual},
note = {Accessed June 12, 2026. CC-BY-4.0.}
}
curl -s https://tylerewillis.com/intelligence/api/case-studies/banking-large-super-regional-bank-achieved-30k-annual.json | jq
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