A top-5 US bank harnesses Sourcepoint’s distributed work model to deploy remote automation


One of the largest banks in the US providing banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.

Business challenge

Every day, the Quality Assurance team in the client’s Risk Management department processed hundreds of delinquent loans to ensure compliance with regulatory mandates pertaining to the issuance of the 45 Day Letter, as per Consumer Financial Protection Bureau (CFPB) guidelines. The team relied on manual processes, resulting in high processing time and a large number of errors. In addition, inability to access the right tools and lack of understanding of the tools provided by the existing Managed Services Provider (MSP), further compounded the challenges. The client wanted to improve its QA outcomes and partnered with Sourcepoint to automate two of its Risk Management QA processes.

Sourcepoint solution

Sourcepoint adopted a remote automation approach to implementation. Distributed teams of process and development experts, based in India, began collaborating with the client in the US – via online platforms – to understand their specific needs. This remote approach to implementation was not new to Sourcepoint teams steeped in a virtual work environment culture, working from homes and offices across the globe.

Even prior to the pandemic, Sourcepoint leveraged a distributed operating model underpinned by virtual hiring, onboarding, training and development, to tap into global talent. Under this model, distributed Sourcepoint teams use online platforms such as Microsoft Teams to engage, collaborate and innovate, delivering to the highest client standards.

Here are the key highlights of the end-to-end remote automation engagement:

  • As a first step, process experts developed the Business Requirements Documents (BRD) and
    Software Design Documents (SDD) in conjunction with client stakeholders in the US.
  • Next, solution design and development teams collaborated to create robotic and macros-based scripts in the designated testing environment.
  • The Sourcepoint team developed and shared user stories with the client on a weekly basis, iteratively incorporating improvements and ensuring timely delivery of error-free scripts.
  • The team also completed testing and User Acceptance Testing (UAT) remotely.

The Sourcepoint solution helped automate information extraction from SQL databases, triggering email alerts to the client’s QA teams and enabling them to ensure timely compliance.

Business impact


reduction in processing time.


data accuracy across processes.


automation of the process steps.


increase in capacity for quality testing – at no additional cost.

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