Texas Bank Saves Millions While Improving Efficiency and Accuracy

Revolutionize operations for enhanced efficiency with automation anywhere.

Leveraging Automation Anywhere's established solutions, this bank deployed its new automation program on three high-volume bottleneck processes before extending to an additional 30 processes across various departments. The institution then transitioned systems to Automation Anywhere, further refining its automation production process through ServiceNow, a ticketing service for automation intake requests.

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Customer Quote

To those just getting started, get to know your automation partners. Work with them because they can accelerate your program.

Product Owner, Robotic Process Automation (RPA)

Customer achievements.

Customer Achievements

$3.5M

saved overall

$1M

value realized from EFT disputes

$400K

value realized with PPP automation

75K

hours saved overall

Innovative solutions for operational excellence - A Texas bank's automation story.

Faced with an unexpected surge in new customers and PPP loan applications, alongside evolving compliance regulations, a Texas-based bank aimed to sustain its growth momentum while providing a consistent customer experience to both new and existing clients. Recognizing the potential of automation as a competitive edge, the bank, experienced in innovation, partnered with Automation Anywhere for its automation journey.

Despite operating in a single state, the bank's numerous locations posed a potential challenge in its automation efforts. Automation Anywhere suggested the establishment of a center of excellence (CoE) to centralize and spearhead automation initiatives. Taking a comprehensive view, the team identified opportunities, focusing on enhancing process efficiency and risk mitigation in three key areas: banking transaction disputes, PPP loan processing, and new customer intake forms (KYC forms). They established a standard of deliverability to ensure compliance, consistency, and best practices across all automation processes.

Processes automated.

Electronic funds transfer disputes
Due diligence request form (new customers)

PPP loan forgiveness

Rethink automation- transforming cloud integration.

During the transition of migrating its automation system to the cloud, the bank seized the opportunity to reassess its Intelligent Automation production. The institution has already introduced ServiceNow, an intake ticketing system, and is in the process of streamlining its automation procedures. The bank is actively investigating ways to improve documentation and enhance metrics capture. Through participation in the Pathfinder Program, the bank identified a notable gap: the lack of a robust ROI metric to evaluate its automation processes. New ROI reporting will not only focus on cost savings but also shed light on security measures and penalties.

Customer Quote

I loved the prioritization and action plan exercise at the Pathfinder workshop. It felt good to know where we were at.

Product Owner, Robotic Process Automation (RPA)