Case Study
Credit Union: Launching an Automation Center of Excellence
At a Glance
A leading financial institution in Colorado sought a more sustainable approach to scaling automation initatives. The organization aimed to establish an Automation Center of Excellence (CoE) to develop internal capability, promote consistency, and drive meaningful ebusiness outcomes. They turned to TQA to align their team and business around an automation vision and elevate their automation program.
- Industry
- Agentic AI for Financial Services
- Key Services
- Agentic AI Consulting & Advisory Services
$500k
first year benefits in pipeline
9+
processes identified for automation
Key results
TQA designed and implemented a new Center of Excellence, setting the foundations for long-term success. This included defining governance, developing delivery pipelines, and standardizing processes across the enterprise. The partnership quickly enabled the automation of high impact processes shared below.
01
Center of Excellence Engagement
Designed and launched Automation CoE for enterprise-wide scalability
02
Fraud Reporting
1000+ manual tasks eliminated within fraud reporting; audit trail improved
03
Wire Transfers
Service level agreements (SLAs) reduced to 15 minutes; 65% incoming transfers are automated
04
Charge-off Loans
Maximal fund recovery prior to write-off
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