Texas Bank Automation Case Study

This case study details the automation initiatives undertaken by a Texas-based bank to improve efficiency and accuracy while managing a surge in customer demand and regulatory requirements. The bank, recognized as one of the largest in the U.S., faced challenges in three critical processes: transaction disputes, PPP loan processing, and due diligence for new customers. By partnering with Automation Anywhere, the bank implemented automation solutions that resulted in significant cost savings of over $3.5 million and the freeing of 75,000 hours of employee time. The automation program was initially focused on three high-volume bottlenecks and later expanded to 30 processes across various departments. The case study outlines the establishment of a center of excellence to centralize automation efforts and the transition to a cloud-native platform to enhance operational efficiency. The bank is also working on improving documentation and metrics capture to better evaluate the return on investment from its automation processes.