Case Study: TriState Capital Bank achieves automated, compliant money movement with Bizagi

TriState Capital augments money movement with automation and data integration

TriState Capital Bank needed to optimize a highly manual money movement process that was handled through email, with agents bouncing between systems to verify loan details and gather approvals. The bank wanted better efficiency, accuracy, compliance, and visibility across draw requests.

Using Bizagi, TriState Capital Bank integrated its data warehouse, Salesforce, customer portals, and Blue Prism RPA to fully automate the process and centralize case information in one workflow. Bizagi also enabled stage gates for peer review and approvals, SLA tracking, and recorded compliance actions, giving the bank full visibility and helping improve operational efficiency and accuracy.

TriState Capital Bank

Darin Fabin

Enterprise Applications Manager