Case Study: U.S. Large Credit Union achieves massive time savings and backlog reduction with BP3 Global's RPA solution

RPA Enables Massive Tim e Savings for Credit Unions

U.S Large Credit Union was struggling with a growing backlog of routine account tasks—freezing/unfreezing accounts, address changes, and loan disbursements—that required manual navigation across multiple legacy systems and heavy data entry, at times consuming up to 50% of an FTE’s time. BP3 Global was engaged to address this challenge using Robotic Process Automation (RPA) and batch robotics.

BP3 Global implemented bots to automate loan disbursement, account freeze/unfreeze, and member address updates, removing multi-system manual steps and reducing backlog. Measurable impacts included cutting loan-processing workload from as much as 5 hours per day to about 1 hour (≈80% reduction), eliminating repetitive tasks that previously consumed significant FTE time, reducing returned mail/financial loss, and freeing staff to focus on member outreach and complex cases—while improving member satisfaction.