With less money left on the table for digital transformation, Credit Unions struggle to use emerging technologies such as Robotic Process Automation (RPA), Artificial Intelligence (AI) and Intelligent Automation (IA) as part of their digital transformation journey.
Very few automations are recorded in Credit Unions. Members’ expectations and COVID have changed the way Credit Unions envisage digital banking. An influx of digitalised processes has emerged since 2020.
We spoke with Rajesh Patil, CEO and President of Digital Align Inc and Kevin Murphy, the VP of Sales and Business Development at Digital Align Inc to discuss how Credit Unions can leverage RPA to streamline home loan originations and other Credit Union processes. Our guests share their customer automation success – Patelco Credit Union. Patelco CU in conjunction with Digital Align automated 35 processes in 5 months in 2020 and has since processed over 2.4M+ transactions.
Useful links
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Rajesh Patil – https://www.linkedin.com/in/meetraj/
Kevin Murphy – https://www.linkedin.com/in/kevin-f-murphy/
Patelco Credit Union – https://www.uipath.com/resources/automation-case-studies/digitalalign-assists-patelco-automation
Emails –
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📌 IA Simplified is a podcast series where we showcase industry leaders to gain their perspective on the impact of Intelligent Automation on SME and Mid-Market financial services, healthcare and other related fields.
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