List of WorkFusion Intelligent Automation Customers
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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.
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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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Insurance | 8400 | $10.1B | United States | WorkFusion | WorkFusion Intelligent Automation | Intelligent Document Processing | 2020 | n/a |
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Healthcare | 50000 | $10.7B | United States | WorkFusion | WorkFusion Intelligent Automation | Intelligent Document Processing | 2019 | n/a |
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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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