Customer Quote

Our members’ financial health is our top priority. Automation 360 and Document Automation help us improve service, fight fraud and keep our members’ money flowing.

Kevin Landel
Senior Vice President, Innovation and Payments Strategy

Customer achievements.

Customer Achievements


Faster fulfillment


Faster loan payoff calculation


Saved annually with automated Falcon alerts

Patelco reduces processing time from days to minutes, delighting cardholders.

Patelco, a rapidly growing financial institution, needed to maintain high service levels and control operating expenses as it approached $10 billion in assets. To achieve operational efficiency and scale, they turned to intelligent automation. The first process they automated was 10-day loan payoffs, which previously involved manual calculations and document generation. Automating reduced processing time from several days to just two minutes, enabling same-day processing. Intelligent automation was also employed to manage Falcon fraud alerts, resulting in an 88% decrease in processing time and an 83% clearance rate.

Processes automated.

  • 10-day loan payoff
  • Falcon fraud alerts

Customer overview.

Founded in 1936, Patelco is a full-service, not-for-profit established to serve the financial interests of the community.

Continue your intelligent automation journey.

Download PDF

Get a PDF version of this customer story.

Download case study
Download case study


Discover the Automation Success Platform.

Learn more
Learn more


How are others leveraging intelligent automation?

View testimonials
View testimonials

See what our customers have to say.

Gartner Peer Insights

Get to know the Automation Success Platform.

Try Automation Anywhere

For Businesses

Sign up to get quick access to a full, personalized product demo

For Students & Developers

Start your RPA journey instantly with FREE access to Community Edition