Case Study: Aldergrove Financial Group achieves streamlined loan origination and 20 hours/week time savings with Fortra Automate

Financial Group Streamlines Loan Origination with Robotic Process Automation

Aldergrove Financial Group is a community credit union in British Columbia serving about 20,000 members whose loan origination process required manual intervention when an old script failed. IT Manager John D. Friesen and his team spent hours each week maintaining unreliable scripts or writing brittle custom code, risking delays and costly manual work for a critical customer-facing process.

The team trialed and deployed Automate RPA, configuring a robot in minutes to extract data from an HTTPS application, verify information, and generate formatted reports (including a weekly MySQL-to-Excel summary for the VP). The solution delivered quick, reliable data extraction and report generation, with John estimating a 2–3 hour weekly time savings for his team and the case study reporting up to 20 hours saved per week.

Aldergrove Financial Group

John D. Friesen

Information Technology Manager