IT Pro Case Study: HelpSystems Automate and Summit Credit Union | Press Release

IT Pro Case Study: Fortra Automate and Summit Credit Union

Posted on September 12, 2022 | Automation

In this ITPro Today case study, find out why Summit Credit Union adopted robotic process automation (RPA) technology to streamline and improve an outdated online loan application process. 

Using Automate by Fortra, the Madison, Wisc. mortgage lender had a new system up and running within two months and it works so well that the consumer lending, payment solutions and finance teams are now considering how RPA might benefit them too.

Originally published in ITPro Today

“Since the new system went live in November 2021, the credit union has seen a marked increase in the throughput of loan applications to completion without employees having to get involved. Turnaround times on the end-to-end process have also decreased significantly. Most importantly, Summit’s NetPromoter score, which measures customer satisfaction, has risen from 7.25 to 8.25."

Read the full article here

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