Automatic Debt Reminder
Finance
RPA
Developed a robust system that uses rule-based logic to automatically categorize clients and trigger targeted actions. This automation saves over 9,500 employee hours annually, allowing teams to focus on more strategic, high-value work.
Deployed an automated solution that collects relevant client contact data and initiates personalized outreach campaigns, improving communication efficiency and response rates.
Designed for scalability as the client’s client base grows, ensuring smooth performance and adaptability to accommodate future growth.
Industry: Finance
Location: Thailand
Many companies offer clients the option to split payments into multiple payments rather than paying in full upfront. However, managing payment plans for over 1000 clients is becoming increasingly difficult. Manually sending debt reminders to each client is time-consuming, repetitive, and inefficient. Our client faced several daily challenges, including:
Tracking which clients have paid and which still owe
Monitoring who has received reminders and who hasn’t
Increased risk of missing overdue payments
Since these tasks were handled manually, the process was prone to human error. So, we came up with a solution that supports our clients with these robotic tasks.
Our team developed a fully automated workflow to send reminders across multiple channels. Our RPA (Robotic Process Automation) solutions include:
Identifying clients based on category: The system classifies each client using predefined criteria. For instance, if Tony is marked “X” under Reminded and “Overdue” under Status, the system recognizes that a reminder needs to be sent.
Automatically contacting clients to send reminders: Once flagged, the system pulls the client’s contact details, such as phone number or email, and automatically sends a reminder. It then updates the client’s status on the main dashboard to reflect the action taken.
TMA RPA framework
Twilio
Increased efficiency: Automating high-volume client reminders has significantly reduced manual follow-up time, allowing teams to focus on more strategic work. Within three months, this led to a 30% reduction in overdue payments, directly improving and stabilizing cash flow.
Consistent communication: Reminders are sent in a timely, standardized manner across all clients, helping to minimize missed or overdue payments.
Real-time updates: Client reminder statuses are automatically updated in the system, keeping records accurate and enhancing cash flow visibility for more stable financial operations.
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