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TriState Capital augments money movement with automation and data integration
Stage gates for process compliance
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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.
We leveraged Bizagi’s power as a key part of our architecture to help us drive efficiencies and accuracies in our bank operations, specifically around money movement.”
Darin Fabin
Enterprise Applications Manager
Die führende afrikanische Finanzdienstleistungsgruppe verkürzt die Warteschlangen in den Bankfilialen um das 9-fache und verzeichnet einen NPS-Anstieg von 15% durch Prozessautomatisierung.
Die größte Bank in Kolumbien vereint Bizagi und RPA für eine Kosteneinsparungen von über 515.000 Stunden pro Jahr in der Abteilung.
Der größte Kreditgeber für die Landwirtschaft in den USA ersetzt ältere Prozesse und kann so 97% der Kredite schneller analysieren.
