TriState Capital Bank transformed its manual money movement process, which relied on emails to verify loan information and coordinate draws, into a fully automated system using Bizagi. By integrating data from Salesforce and Finserv via APIs and Blue Prism RPA, all necessary customer and loan details are available in one platform. The new workflow features “stage gates” for peer reviews, approvals, and callbacks, ensuring compliance and clear accountability. Agents can track tasks in a decision tree, comment on cases, and view SLA statuses to prioritize work. This integration improved efficiency, accuracy, and process visibility.

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