Overview
A leading North American bank's Business Banking Transformation Team launched a broad initiative to improve efficiency across its business processes. Following a comprehensive review, the organization identified approximately 70 business processes with automation potential, narrowing the list to 30 priority processes for phased optimization and modernization.
As a trusted process transformation and lending services partner supporting multiple banking and operational functions since 2011, including investment banking advisory, commercial banking services, corporate banking solutions, and model risk management, Evalueserve is collaborating with the client to evaluate and implement automation opportunities spanning both traditional process efficiencies and emerging agentic AI applications.
Building on this collaboration, Evalueserve is working closely with stakeholders to assess individual use cases, develop automation solutions, and create a roadmap for long-term transformation across business banking operations.
Challenge
The Business Banking Transformation Team sought to improve efficiency across a diverse set of operational processes, many of which relied on manual activities, repetitive tasks, and fragmented workflows.
While the bank had already identified numerous opportunities for optimization, it required a partner capable of helping evaluate, prioritize, and implement solutions that balanced business value, scalability, governance, and technical feasibility.
Specifically, the bank sought to:
- Identify high-impact opportunities for process transformation and automation
- Reduce manual effort across selected business processes
- Improve process consistency and operational efficiency
- Explore agentic AI use cases to support more advanced workflow automation
- Establish a scalable framework for future automation initiatives across business banking operations
Our Solution
Evalueserve partnered with the Business Banking Transformation Team to review the identified process inventory and align automation opportunities with the client's transformation objectives.
Working closely with stakeholders through a series of discovery sessions and solution demonstrations, Evalueserve evaluated automation pathways for both rules-based and AI-enabled use cases. The collaboration focused on delivering quick wins while creating a foundation for broader automation adoption across the organization.
1: AI Use Case Prioritization and Assessment Framework
The engagement began with the evaluation of approximately 30 shortlisted business processes identified for optimization.
Evalueserve worked alongside client stakeholders to understand current workflows, assess automation potential, and identify opportunities across both traditional process automation and agentic AI implementations. Through workshops and demonstration sessions, the teams developed a shared understanding of business requirements, process constraints, and expected outcomes.
The first use case selected for implementation was a rules-based automation opportunity, offering a practical starting point to demonstrate value while establishing delivery and governance processes for future initiatives.
2: Developing and Implementing AI Automation for Business Operations
Following the initial solution discussions, Evalueserve began preparations to develop and deploy automation within the client's environment.
To support implementation, the bank initiated plans to provision the required automation credentials and network access within its infrastructure. In parallel, Evalueserve began onboarding an experienced Power Apps developer to lead solution development and ensure alignment with the client's technical and operational requirements.
The initiative is expected to leverage Microsoft Power Platform capabilities to automate targeted business processes, improve workflow efficiency, and establish a repeatable framework for future automation deployments.
As additional use cases progress through evaluation and prioritization, the roadmap is expected to expand beyond rules-based automation into more advanced AI and agentic AI-enabled solutions.
Business Impact
Evalueserve helped the bank transform a critical but highly manual data validation process into a more efficient, scalable, and technology-enabled workflow while preserving the quality, governance, and regulatory controls required for lending operations.
By introducing AI-powered document extraction and establishing a roadmap for intelligent workflow automation, the initiative reduced manual effort associated with reviewing large volumes of credit documentation and accelerated the validation process. The phased approach enabled the bank to realize early value quickly while building momentum for broader operational transformation.
- Automated extraction of information from multiple document types
- Improved consistency and accuracy across validation activities
- Created capacity for teams to focus on higher-value activities while supporting future business growth
Following the success of the initial implementation, Evalueserve and the bank continue to advance the automation roadmap through the development of a comprehensive AI-powered workflow. The engagement demonstrates how financial institutions can combine lending domain expertise, generative AI, and intelligent automation to modernize critical credit operations, improve efficiency, strengthen data quality, and support sustainable growth without compromising governance or risk management.
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Overview & Impact
A leading North American bank's Business Banking Transformation Team identified dozens of opportunities to improve efficiency across manual and fragmented workflows but needed a structured approach to prioritize and implement automation. Evalueserve helped assess high-impact use cases, develop an automation roadmap, and establish a foundation for scalable business banking transformation through automation, AI, and emerging agentic AI capabilities.