Case Study: Regional Online Bank achieves faster, more accurate loan processing with ValueMomentum and UiPath RPA

Regional Online Bank leverages UiPath RPA to automate operations and streamline business processes

Regional Online Bank partnered with ValueMomentum to address slow, error-prone lending operations. Its farm equipment loan and PPP loan processes were largely manual, requiring a team of 10 operations analysts and a Product Manager, and were prone to delays and nearly 20% error rates. The bank turned to UiPath RPA, including UiPath Orchestrator, UiPath Studio, and UiPath Robot, to modernize these workflows.

ValueMomentum implemented an RPA-based solution that automated loan processing, master plan and associate plan creation, and daily PPP loan consolidation, fees, and report generation via a third-party API. The results were significant: manual effort dropped by up to 90%, handling time fell by up to 95%, and the bank improved speed, compliance, and accuracy while creating reusable bots for future automation initiatives.