Air Rey Services Secures Client Data and Saves $96K (USD) Annually
By replacing error-prone manual credit checks with Intelligent Automation,
Who We Helped: Air Rey Services
CHALLENGE
- Credit analysts manually submitted applications across 15+ finance portals.
- All sensitive client data was shared via WhatsApp groups, exposing Personally Identifiable Information (PII) and causing delays.
- High rate of errors from handwritten forms and manual transcription.
- Analysts spent most of their time entering data instead of evaluating the right financing options.
Identifying Inefficiencies
Manual processing, delayed decision loops, and systemic bottlenecks created elevated operational risks, capping volume expansion and shifting critical bandwidth to daily overhead.
SOLUTION
Through AI-Powered Intelligent Automation, Valenta implemented a custom-built Digital Assistant to automate the end-to-end credit approval process, significantly reducing manual intervention.
Credit Score Check
The Digital Assistant automatically gathers client information, performs credit checks through Experian and TransUnion, and updates the CRM with relevant results. It also flags the finance portals that best match the client’s profile, so analysts can quickly identify the right options.
Credit Request
Once a finance portal is selected, the Digital Assistant prepares and submits the full credit request, then returns the approval status, terms, and interest rate directly into the CRM.
BUSINESS IMPACT
Within just weeks of going live, the Digital Assistant already began showing measurable impact:
Key Performance Gains
- Increased operational capacity to handle 40+ transactions per day with faster turn around.
- Improved turn around times of credit processing increased revenue for the client.
- Eliminated manual transcription errors from handwritten forms.
- Improved data security by migrating all Personally Identifiable Information (PII) from WhatsApp into a secure CRM.
RETURN ON INVESTMENT: 12X
$96,400 Saved Annually
On average $385 saved daily
Digital Assistant Replaced the Workload of 3 Full-Time Employees
22.7 hours saved each day—equating to 709 workdays annually
Credit Processing Completed 87.5% Faster
Reduced processing time from 40 minutes to 5 minutes manually
Payback Period
3 weeks after implementation, validation and go-live assurance phase