Case Study: Texas-Based Credit Union achieves $66K+ annual revenue recovery and faster ACH processing with BP3 Global

Credit Union Reclaims Revenue with Robotic Process Automation

Texas Based Credit Union sought to improve process efficiency by automating repetitive tasks, specifically the Verification and Processing of ACH wires. The manual workflow forced representatives to swivel-chair between slow legacy systems to check the NSF queue, run balance checks and credit reports, and contact members when funds were insufficient. Texas Based Credit Union engaged BP3 Global to apply robotic process automation (RPA) to address these bottlenecks.

BP3 Global designed and implemented an RPA solution that automated roughly 70% of the ACH wire process—automatically verifying funds, checking credit, and presenting employees with a suggested action—eliminating slow system handoffs and accelerating processing. The automation reclaimed over $66,000 in annual revenue, cut more than five hours of employee time daily on this task, and improved throughput and employee productivity for Texas Based Credit Union.

Texas Based Credit Union