Scaling Automation at Alliant Credit Union
See how Alliant Credit Union worked with Greenlight Consulting to accelerate automation delivery, build confidence in its program, and create a foundation for continued growth.
FROM QUICK WINS TO ENTERPRISE IMPACT
For many financial institutions, the challenge is turning early automation wins into lasting business value.
Alliant Credit Union partnered with Greenlight Consulting to accelerate delivery and build confidence in its automation program. The initial focus was practical: deliver quick wins, demonstrate value, and establish the tools and team structure needed to support growth.
Alliant increased its automation output by 600% from 2024 to 2025, building momentum for a broader strategy connected to business priorities.
In this webinar, hear how Alliant approached that transformation and what other financial institutions can learn from its experience.
Article
5 Strategies to Build a Scalable Enterprise AI Program
In this American Banker article, Alliant Credit Union’s Calli Cardillo shares five practical strategies for scaling AI and automation—from proving value with quick wins to building business ownership and giving employees more time to support members.
Explore lessons you can apply to grow your own program and improve the work behind the member experience.
How Greenlight Supported Alliant
DEFINING SOLUTIONS WITH BUSINESS TEAMS
Collaborated with Alliant’s business teams to understand their processes, document detailed requirements, and assess where AI and automation could help.
Hands-on solution delivery
Worked alongside Alliant’s technology team to design and develop custom solutions, support application deployment, and resolve technical challenges.
Technical guidance for the internal team
Provided guidance on development tools, reusable code, and automation troubleshooting to help Alliant’s team move work forward.
Planning for continued growth
Helped identify opportunities across finance and operations, plan phased delivery, and align future initiatives with business priorities and resource needs.
CREDIT UNIONS CHALLENGES
Slow Loan Processing
- Capture application data and supporting documents using intelligent document processing (IDP).
- Automatically validate borrower information against internal systems and third-party data sources.
- Route applications to the appropriate teams based on predefined lending rules.
- Reduce manual data entry and speed up loan decisions across the origination process.
Compliance Complexity
Support compliance and reduce risk with automation that standardizes and monitors key regulatory processes:
- Automatically validate loan and account data against compliance requirements.
- Maintain complete audit trails of approvals, document reviews, and decisions.
- Monitor workflows to ensure required steps are completed before progressing.
- Generate reports and documentation to support regulatory reviews and audits.
Disconnected Systems
Connect systems and streamline work across departments without replacing core platforms:
- Integrate automation with LOS, core banking, and document management systems.
- Synchronize data between systems to reduce duplicate entry and reconciliation work.
- Orchestrate workflows that move tasks seamlessly between teams and systems.
- Provide real-time visibility into process status across lending and operations.
Member Service Expectations
Deliver faster, more responsive member service by automating routine processes:
- Reduce turnaround times for applications, approvals, and account requests.
- Automate repetitive operational tasks so staff can focus on member interactions.
- Provide faster responses to member inquiries with automated information retrieval.
- Improve service consistency while maintaining high standards for accuracy and compliance.
WHY GREENLIGHT?
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Delivery alongside your team
We bring solution design, development, and technical support to help your internal team move automation initiatives forward. -
Solutions built around your operations
We work through your requirements, systems, and exceptions to develop solutions that fit how your teams operate. -
A practical approach to growth
We help you plan phased delivery, assess resource needs, and make technology decisions that support your longer-term goals.
“GREENLIGHT BRINGS SPEED AND STRUCTURE”
Working with Greenlight has been a strong and rewarding partnership for our team and for Alliant overall. They bring speed and structure that have helped us accelerate key initiatives and reduce rework by improving upfront clarity and alignment.
Calli Cardillo, VP, EPMO, Automation and Software Quality
“WHAT SETS GREENLIGHT APART IS THEIR ABILITY TO ADAPT IN REAL TIME”
What sets [Greenlight] apart is their ability to adapt in real time. As priorities shifted beyond the original scope, they leaned in, helped us problem-solve on the fly, and kept delivery moving without losing momentum.
Calli Cardillo, VP, EPMO, Automation and Software Quality
“WE TRUST THE GREENLIGHT TEAM”
We trust the [Greenlight] team to bring forward practical ideas, challenge assumptions, and stay focused on outcomes. Their contributions have helped us simplify approaches, move faster to execution, and make better decisions along the way.
Calli Cardillo, VP, EPMO, Automation and Software Quality
“I WOULD ABSOLUTELY RECOMMEND GREENLIGHT”
I would absolutely recommend Greenlight. They deliver quickly, think strategically, and operate as true partners focused on results.
Calli Cardillo, VP, EPMO, Automation and Software Quality
AI & Automation for Credit Unions
Turn your next automation priority into progress
Whether you need help delivering new solutions, resolving technical challenges, or planning your next stage of growth, Greenlight can work alongside your team.
Tell us what’s slowing delivery and what you want to achieve.
Talk to a credit union expert
Where does your team need support? Tell us about your automation priorities, delivery challenges, or plans for growth.
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