How a 50-branch financial institution transformed from bureaucratic nightmare to customer delight – processing loans 75% faster while reducing costs by 41%.
Faster Processing
Customer Satisfaction
Cost Reduction
This regional bank was losing customers to fintech startups and digital-first competitors. Their processes were stuck in the past, frustrating both customers and employees alike.
Major Pain Points:
"We were watching our market share erode," admitted the CEO. "Customers expected Amazon-like experiences, but we were giving them DMV-like frustration. We knew AI could help, but had no idea where to start."
We focused on the customer journey first, then built AI solutions that made every interaction simpler, faster, and more human.
Identified every friction point from the customer's perspective, focusing on the 20% causing 80% of dissatisfaction.
Built AI that handles document processing, risk assessment, and compliance checks in seconds, not weeks.
Created "Emma," an AI assistant that handles 80% of customer questions naturally, escalating complex issues to humans.
Gave staff AI tools that made them super-bankers, able to serve customers better and faster than ever.
Our AI-powered loan processing system transformed the customer experience:
The transformation exceeded all expectations. This traditional bank became the digital leader in their region, winning back customers and attracting new ones.
"UTLYZE helped us leapfrog the competition. We went from being the slow, traditional bank to the innovative leader everyone's talking about. Our employees love the new tools, our customers love the experience, and our shareholders love the results. It's a win all around."
– Chief Digital Officer
100% audit compliance with automated reporting
85% say their job is more fulfilling now
2,000 hours/month saved on manual tasks
471% ROI
Full payback in less than 3 months
Join the banks and credit unions using UTLYZE to delight customers and slash costs.