Case Study: Patelco Credit Union achieves 88% faster fraud-alert processing and 90% faster fulfillment with Automation Anywhere (Enterprise A2019 & IQ Bot)

IQ Bot and Enterprise A2019 help Patelco alert members about fraud in just seconds

Patelco, a not‑for‑profit credit union founded in 1936 with $8B in assets and over 380,000 members, was growing rapidly and approaching $10B—bringing stricter regulations and rising compliance costs. To maintain high service levels without a proportional increase in operating expenses, the credit union sought Robotic Process Automation to scale operations, reduce manual work, and improve responsiveness for members.

Partnering with Automation Anywhere, Patelco used Enterprise A2019 and IQ Bot in a test‑and‑learn rollout for processes like 10‑day loan payoffs and Falcon fraud alerts. Manual payoffs that took days now complete in about two minutes, fraud‑alert processing dropped from hours to roughly 40 minutes (an 88% decrease) with an 83% clearance rate, and the program delivered up to 90% faster fulfillment, 62% efficiency gains, 100% accuracy and $39K annual savings—freeing staff, improving member experience, and paving the way for broader RPA adoption.

Patelco Credit Union

Erin Morasch

Card Fraud Manager