Customer Quote

To those just getting started, get to know your automation partners. Work with them because they can accelerate your program.

Product Owner, Robotic Process Automation (RPA)

Customer achievements.

Customer Achievements


saved overall


value realized from EFT disputes


value realized with PPP automation


hours saved overall

Innovative solutions for operational excellence - A Texas bank's automation story.

Faced with an unexpected surge in new customers and PPP loan applications, alongside evolving compliance regulations, a Texas-based bank aimed to sustain its growth momentum while providing a consistent customer experience to both new and existing clients. Recognizing the potential of automation as a competitive edge, the bank, experienced in innovation, partnered with Automation Anywhere for its automation journey.

Despite operating in a single state, the bank's numerous locations posed a potential challenge in its automation efforts. Automation Anywhere suggested the establishment of a center of excellence (CoE) to centralize and spearhead automation initiatives. Taking a comprehensive view, the team identified opportunities, focusing on enhancing process efficiency and risk mitigation in three key areas: banking transaction disputes, PPP loan processing, and new customer intake forms (KYC forms). They established a standard of deliverability to ensure compliance, consistency, and best practices across all automation processes.

Processes automated.

  • Electronic funds transfer disputes
  • Due diligence request form (new customers)
  • PPP loan forgiveness

Customer overview.

An American bank based in San Antonio, TX, is recognized as one of the 50 largest banks in the country by total assets.

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