List of WorkFusion Intelligent Automation Customers
Work Fusion
48 Wall St Fl 7,
New York, 10005-2446, NY,
United States
New York, 10005-2446, NY,
United States
1 646-453-7974
Professional Services
18
$2M
Since 2010, our global team of researchers has been studying WorkFusion Intelligent Automation customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased WorkFusion Intelligent Automation for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using WorkFusion Intelligent Automation for Intelligent Document Processing include: HP, a United States based Manufacturing organisation with 58000 employees and revenues of $53.60 billion, Deutsche Bank, a Germany based Banking and Financial Services organisation with 89879 employees and revenues of $35.69 billion, Bank of Montreal, a Canada based Banking and Financial Services organisation with 53597 employees and revenues of $25.19 billion, NewYork-Presbyterian, a United States based Healthcare organisation with 50000 employees and revenues of $10.70 billion, LPL Financial, a United States based Insurance organisation with 8400 employees and revenues of $10.05 billion and many others.
Contact us if you need a completed and verified list of companies using WorkFusion Intelligent Automation, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The WorkFusion Intelligent Automation customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bank of Montreal | Banking and Financial Services | 53597 | $25.2B | Canada | WorkFusion | WorkFusion Intelligent Automation | Intelligent Document Processing | 2019 | n/a |
In 2019 Bank of Montreal implemented WorkFusion Intelligent Automation as a strategic component of its Intelligent Document Processing efforts to accelerate an enterprise robotic process automation strategy. The deployment built on an existing automation program that combined RPA, machine learning and AI to support a growing digital workforce that automates hundreds of processes across the bank.
WorkFusion Intelligent Automation was configured to deliver document ingestion, optical character recognition, machine learning based document classification, structured data extraction, validation rules and exception handling consistent with Intelligent Document Processing capabilities. The configuration emphasized orchestration between document processing pipelines and RPA bots to hand off structured outputs to downstream automated workflows and to route exceptions for human review.
Operational coverage targeted core banking support functions, with explicit use cases in client onboarding, automated testing and monitoring, transaction controls, and fraud fighting workflows. Bots were embedded to perform repetitive manual tasks, accelerate client onboarding steps, and execute monitoring and testing routines that tighten controls and surface anomalies for compliance and risk teams.
Governance and rollout included a focus on people and skills, with programs to upskill staff as bot managers and to institutionalize human oversight of automated solutions. Executives at Bank of Montreal emphasized training and operational governance as the central mechanism for scaling the digital workforce, and the program has produced millions of dollars in value while freeing employee capacity for more judgment based, creative and complex work.
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Deutsche Bank | Banking and Financial Services | 89879 | $35.7B | Germany | WorkFusion | WorkFusion Intelligent Automation | Intelligent Document Processing | 2020 | n/a |
In 2020 Deutsche Bank implemented WorkFusion Intelligent Automation to accelerate customer lifecycle management and transform KYC operations from a reactive compliance effort into an advance screening methodology. The deployment emphasizes Intelligent Document Processing to ingest and analyze high volumes of unstructured documents and to automate KYC and AML screening workflows across its global footprint in 58 countries.
WorkFusion Intelligent Automation was configured with Document Intelligence capabilities and learning bots to digitize forms, extract relevant data, and apply contextual AI for adverse media, politically exposed person screening, suspicious transaction tracking, and address validation. A forward screening model and contextual analysis were embedded to reduce false positives and to surface higher risk items for analyst review, enabling remediation teams to focus on substantive investigations rather than keyword scanning.
The implementation integrates with internal banking systems, enterprise databases, and third party systems to record extracted data and to drive downstream case management and reporting. Operational throughput signals are explicit, the program handled approximately 25k cases per quarter, delivered a 25 to 50% reduction in handling time, and produced tens of thousands of hours saved annually while reducing document processing costs by millions.
Governance and rollout followed a multi year collaboration between Deutsche Bank and WorkFusion, prioritizing ROI driven automations that supported customer experience and revenue growth initiatives. Process changes centralized screening workflows, shifted analyst work toward higher value review tasks, and institutionalized the advance screening methodology within KYC and AML operating procedures.
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HP | Manufacturing | 58000 | $53.6B | United States | WorkFusion | WorkFusion Intelligent Automation | Intelligent Document Processing | 2019 | n/a |
In 2019, HP implemented WorkFusion Intelligent Automation to address Intelligent Document Processing use cases, with a primary focus on order processing. WorkFusion Intelligent Automation was positioned to capture, classify, and extract structured data from inbound documents as part of automated order intake workflows.
The implementation emphasized document capture, optical character recognition, machine learning based document classification, and data extraction modules, combined with bot orchestration for hands‑off processing and human exception handling. Configuration included scheduled and event driven automation, validation checkpoints, and exception queues typical of Intelligent Document Processing deployments.
Governance was organized through a Center of Excellence for Automation Bots, aligning Global Channel and Data Operations with business process owners to standardize development, testing, and production release practices. The COE model enforced bot lifecycle management, exception handling workflows, and monitoring instrumentation to support operational stability.
Operationally the solution was routed into order processing pipelines and downstream enterprise systems to move validated data into fulfillment workflows while surfacing exceptions for human review. The implementation and its operational model were presented at the Ascend Summit in April 2019, where customers and partners, including a presentation by Nick Buckner, Vice President, Global Channel & Data Operations, Hewlett Packard Enterprises, shared Intelligent Automation success stories.
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LPL Financial | Insurance | 8400 | $10.1B | United States | WorkFusion | WorkFusion Intelligent Automation | Intelligent Document Processing | 2020 | n/a |
In 2020, LPL Financial deployed WorkFusion Intelligent Automation to address high-volume account opening and document workflows. LPL Financial implemented WorkFusion Intelligent Automation as an Intelligent Document Processing solution to automate ingestion, extraction and approval processes tied to new account onboarding and daily document handling.
The implementation focused on core Intelligent Document Processing capabilities, including automated document capture, optical character recognition, machine learning based document classification, data extraction and validation, and workflow orchestration for human-in-the-loop exceptions. WorkFusion Intelligent Automation was configured to enable straight-through processing for clearly structured documents and to route ambiguous cases to operators for rapid verification.
Operational coverage centered on service, trading and operations teams that process thousands of new accounts and investor documents daily, aligning the automation footprint with account opening, real-time approvals and exception handling. LPL achieved an 80 percent reduction in overall account opening processing time, with 10 percent of documents processed straight-through and the remaining 90 percent handled with minimal human intervention in an average of 20 seconds per document, supporting faster account openings and improved accuracy.
Governance and rollout were executed as part of a broader automation initiative, instituting exception workflows and human oversight for verification and approvals while scaling automated routing across affected business functions. The deployment delivered real-time processing and approvals, and reported improvements in employee satisfaction and processing accuracy as stated in the implementation outcomes.
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NewYork-Presbyterian | Healthcare | 50000 | $10.7B | United States | WorkFusion | WorkFusion Intelligent Automation | Intelligent Document Processing | 2019 | n/a |
In 2019 NewYork-Presbyterian deployed WorkFusion Intelligent Automation to address high-volume administrative and financial processes that support care delivery, aligning the initiative with the hospital transformation office led by Associate Chief Transformation Officer Dr. David Tsay. The implementation is categorized as Intelligent Document Processing and was positioned to reduce manual document handling across back-office workflows while providing an analytics layer for monitoring automation performance.
WorkFusion Intelligent Automation was configured to ingest heterogeneous clinical and administrative documents, apply optical character recognition and machine learning classification, extract structured data, and route exceptions for human review. The deployment emphasized document capture, data validation, automated routing, and embedded analytics, reflecting standard Intelligent Document Processing capabilities for document-centric workflows.
Operational scope included administrative and financial departments that underpin revenue cycle and care coordination functions, with the automation footprint managed centrally by the transformation office. The program targeted reduction of clinician administrative burden by automating routine document processing tasks, and it incorporated an analytics screen to surface exceptions and throughput insights for operational teams.
Governance was anchored in hospital leadership within the transformation office, combining clinical sponsorship and centralized oversight for change management and exception handling. Process restructuring focused on workflow orchestration, rules and model tuning, and staged rollout across administrative functions, with analytics used to prioritize further automation opportunities.
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Professional Services | 13200 | $3.8B | United States | WorkFusion | WorkFusion Intelligent Automation | Intelligent Document Processing | 2020 | n/a |
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Buyer Intent: Companies Evaluating WorkFusion Intelligent Automation
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD WorkFusion Intelligent Automation Coverage
WorkFusion Intelligent Automation is a Intelligent Document Processing solution from WorkFusion.
Companies worldwide use WorkFusion Intelligent Automation, from small firms to large enterprises across 21+ industries.
Organizations such as HP, Deutsche Bank, Bank of Montreal, NewYork-Presbyterian and LPL Financial are recorded users of
WorkFusion Intelligent Automation for Intelligent Document Processing.
Companies using WorkFusion Intelligent Automation are most concentrated in Manufacturing, Banking and Financial Services and Healthcare, with adoption spanning over 21 industries.
Companies using WorkFusion Intelligent Automation are most concentrated in United States, Germany and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of WorkFusion Intelligent Automation across Americas, EMEA, and APAC.
Companies using WorkFusion Intelligent Automation range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 16.67%, and global enterprises with 10,000+ employees - 83.33%.
Customers of WorkFusion Intelligent Automation include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified WorkFusion Intelligent Automation customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Intelligent Document Processing.