Let’s adapt, let’s Improvise, let’s automate – Robotic Process Automation for Banks and Credit Unions

opTeamix RPA in Credit Unions and Banks - A Strategy for Success Show employees Target one line of that RPA is a partner business at a time, and not a threat. that will give you a quick ROI. How to Identify Move from simple to complex processes. the Right Processes to Automate? Address security, risk and compliance issues. Confront biggest impact areas first. SCOPE OF RPA BANKING INVESTMENTS AND INSURANCE OPERATIONS Retail Banking Loan Processing Credit Cards Investment Deposit Processing Electronic Billing Processing and Payments Underwriter Support Surrenders Alternative Financial Services Processing of Credit Card Orders Check Processing Small Business Loans ACCOUNT OPENING Loan Approval - Moving data place to place and making Account Origination Periodic Disclosure Attestations New Account Entry Across Systems (with changes) calculations Review of Account Openings (with paper statement) eForm Extraction Refinancing Entries Transfer Disclosures RISK AND COMPLIANCE MORTGAGE Loan Origination Loan Processing Pricing Reviews Fraud Detection Anti-Money Laundering (AML) Underwriting Loan Servicing Purging Known Old Data Audit and Reconciliation of Credit Score SCOPE OF RPA GENERAL PROCESSES FINANCE & ACCOUNTING INFORMATION TECHNOLOGY Accrual Support Service Desk Fixed Asset Amortization Patch Implementations FX Accounting and Write-Offs Automation of Manual DB Activities - Month End Close Heavy Lifting User Access Changes Credit Note Accounting Entry Shared Drive Access Changes Billing Examine System Logs - to Reconciliations identify suspicious or illegal activity OPERATIONS HUMAN RESOURCES Loan Processing Deposit Processing Employee Onboarding -Underwriter Support Employee Offboarding Training Schedule Processing of Credit Card Orders Check Processing VENDOR MANAGEMENT OFFICE AUDIT REPORT AUTOMATION - Systematically Vetting of Contract Details User Onboarding - sOW Approvals Security Audits Expired User Audits Inactive user Audits HELP DESK AND SERVICE DESK AUTOMATION Event Log Audits Compliance Report Generation Password Resets Install Updates and Patches >s Server Restarts BENEFITS OF RPA IN BANKS AND CREDIT UNIONS Operational Efficiency Employee Satisfaction Cost-Effective Results Informed Decision Making High Flexibility 00 Quick Implementation Need help with effective and successful RPA implementation? Opteamix has an Assessment in place to ensure that you have maximum results. Visit www.opteamix.com to gain insights for better business solutions now! BANKS AND CREDIT UNIONS