TriState Capital Bank

TriState Capital Bank was looking to optimize its manual money movement which was managed over email between the agent team when customers wanted to draw funds from their account. Emails would move back and forth to gather information and swivel between systems to verify loan information for submitting the money movement.

The process no longer relies on emails and is now fully integrated and automated using Bizagi. All data needed for money draws is available through the Bizagi platform for full visibility and ease of use. Mapping the process in Bizagi meant they were able to develop “stage gates” in the workflow. This allows peer review, approvals and call back processes. It ensures compliance as all actions taken at stage gates are recorded.