AI-Powered Document Analysis Uncovers Over $3MM in Savings | Financial Services

6/13/2025

Businesswoman is working in exchange office. She is giving cash money to male customer.

RRD’s Business Communications Intelligence solution helps leading financial services company optimize workflows, reduce risk, and accelerate digital transformation

CHALLENGE

A leading financial services company sought to identify major cost savings opportunities within their customer communications workflow. Though they partnered with RRD for print and production services, their internal systems lacked visibility into the volume, type, and destination of communications sent to their customers. This was due to disparate systems and the absence of a centralized reporting tool.

The client had previously attempted to optimize production and reduce costs, but struggled to evaluate options or quantify impact across channels. Their ultimate goal was to uncover at least $1 million in annual savings — while also reducing risk and improving overall customer experience.

SOLUTION

Building on a 15+ year partnership, the company turned to RRD’s Business Communications Solutions (BCS) group for support. Leveraging RRD’s proprietary Business Communications Intelligence (BCI) solution, RRD helped the client gain visibility into their document ecosystem and identify optimization opportunities at scale.

The BCI solution deploys an AI-powered analysis platform capable of evaluating large volumes of communications quickly and accurately. It then utilizes machine learning, natural language processing, and smart templates to:

Automatically classify documents based on type (e.g., statements, letters, or policies)
Extract key information based on document type and structure
Identify redundant or unnecessary communications
Highlight workflows with elevated risk or manual intervention
Recommend areas for digital migration and document consolidation
Provide a full picture of what the customer receives from all business and marketing units
Identify trends or patterns that can uncover communication triggering errors

The program progresses through RRD’s structured methodology:

Discovery →
Rationalize & Consolidate →
Analysis & Recommendations

And ultimately produces an actionable roadmap to optimize production, reduce errors, and support omnichannel delivery.

Collaborating closely with internal stakeholders, the RRD team guided the client through data interpretation and implementation planning — with no additional lift required from their teams.