Insights from The Lab
Take advantage of proven expertise to grow revenue. Increase productivity. And improve margin management.

Automate ACH exceptions reversals processing at your bank or credit union
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Robotic Process Automation for Processing Banking AML Alerts
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Credit union automation for credit-card balances reconciliation
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Credit Union Automation for Processing New-Account Applications from Fintech Platforms
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Automate insurance policy-renewal and lapse-notification processing
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Credit Union execs: Implement robotic process automation to automate compilation of deposit data to create Currency Transaction Reports
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Credit Union execs: Implement robotic process automation to automate compilation of deposit data to create Currency Transaction Reports
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How to automate mobile-deposit account setup for your credit union with RPA
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The Top 5 Robotic Process Automation Implementation Critical Roadblocks to Avoid
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Banking Digitization: If a banking core provider tries to sell you a “fix,” that's an admission of guilt.
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How to survive the banking core-system-provider limitation blues – without changing your core (again)
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RPA to the Rescue in Banking: Automating ACH Stop Payments in 3 Weeks
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How to Implement Robotic Process Automation for Insurance Claims Processing - A Case Study in Standardization + RPA
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How to implement RPA to automate Regulation D violation letters (and other FIS/Fiserv/Jack Henry core transactions) in banks in just 3 weeks
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Robotic Process Automation in Investment and Asset Management Operations — Real Life RPA Use Case Example
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Industries
Industries We Serve
The Lab’s templates act as checklists to speed documentation of organizations, processes, and sub-processes. These enable comparison of KPIs, best practices, and automation opportunities. It’s a technique we call Structured Discovery™.

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