Carter Bank & Trust: From manual work and legacy systems to AI-driven automation Banking & Financial Services How a regional bank automated Account Opening and AML processes and reduced operational costs by $2.5M in less than half a year Within the first few months, we automated 30+ use cases and achieved a net positive impact. We reduced our operating expenses by more than $2.5M. Our ROI was significant. MATT SPEARE CHIEF INFORMATION OFFICER CARTER BANK & TRUST EMPLOYEES FREED UP FOR HIGHER-VALUE TASKS 40 $2.5M COST REDUCTION IN THE FIRST YEAR Within one year of deploying WorkFusion’s Intelligent Automation solution, Carter Bank & Trust had automated over 50 processes and identified 70 more where they felt they could unleash trapped value through automation. Because Wo

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