Agentic Automation for Credit Unions
Reimagine your everyday
reduced your cycle time by 60%
?Agentic Automation for Credit Unions
The Future of
Credit Unions is
Agentic
Greenlight Consulting and UiPath are transforming how credit unions deliver value to their members. From automating lending and compliance workflows to launching the first agentic HELOC solution with Lake Michigan Credit Union, we’re driving measurable impact across the financial services industry.
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Watch the Sessions that Sparked Curiosity at fusion
Missed our keynote or live sessions at UiPath FUSION 2025? Catch up on the conversations that are redefining automation for credit unions.
get the most from agentic automation now
Chris Ortega from Lake Michigan Credit Union joins Graham Sheldon from UiPath during UiPath’s keynote session at FUSION 2025.
Shameiz Hemani from Greenlight and Chris Ortega from Lake Michigan Credit Union are interviewed by theCUBE during UiPath FUSION 2025.
credit union solutions
Agentic HELOC Processing
- Orchestrate every HELOC step in UiPath Maestro, running VOI/VOE, title, and disclosure tasks simultaneously.
- Use UiPath IXP to extract and validate data from paystubs, statements, and IDs.
- Employ decision-making agents to apply underwriting logic and flag edge cases.
- Ensure exceptions are routed so humans stay in the loop where it matters most, helping improve how agents reason over time.
Member Onboarding & KYC
- Automate ID verification with DU and liveness checks, matching against internal and external data.
- Launch sanctions/AML screening agents that call APIs and score risk in real time.
- Use RPA bots to create member records across the core, CRM, and online banking platforms.
- Trigger refresh agents that monitor document expiries and prompt members automatically.
Contact Center Efficiency
- Deploy AI assistants that surface knowledge articles and next-best actions live during calls.
- Auto-generate call summaries and follow-ups through Communications Mining and NLP models.
- Classify and route incoming emails or chats using intent-detection agents.
- Close the loop with RPA bots that complete back-office updates—refunds, address changes, card reissues.
Loan Servicing Automation
- Reconcile payments automatically and update ledgers through core-banking integrations.
- Launch delinquency-monitoring agents that detect triggers and schedule personalized outreach.
- Auto-generate payoff quotes, statements, and notifications through document-generation bots.
- Streamline escrow analyses and audit-ready notice delivery with policy-aware agents.
Data Governance & Agentic Readiness
- Create a unified data dictionary so every agent uses consistent definitions (member, loan, status).
- Feed SOPs and compliance policies directly into agent prompts for consistent decision logic.
- Enforce governance and guardrails within orchestration to meet audit and regulatory standards.
- Monitor agent outputs and drift dashboards to continuously retrain and refine performance.
Regulatory Reporting & Compliance Automation
- Use data-harvesting bots to collect evidence across LOS, CRM, and finance systems.
- Map fields to regulatory templates; agents perform completeness and accuracy checks automatically.
- Generate regulator-ready reports and route for e-signature and approval in Action Center.
- Continuously monitor thresholds and controls, triggering remediation tasks as soon as exceptions arise.
“WE PARTNERED WITH GREENLIGHT TO ACCELERATE INTO THE BIG STUFF”
Our organization is just starting to explore how RPA and Agentic AI can work. Right now it’s small tasks, but we’re partnering with Greenlight to accelerate into the big stuff.
Chris Ortega, CIO, Lake Michigan Credit Union
“they can focus on things that matter to them”
Our employees are already seeing the capability—and that’s directly impacting our members by speeding up loan processing so they can focus on the things that matter to them.
Chris Ortega, CIO, Lake Michigan Credit Union
“55 hours down to 10”
With UiPath, we’ve taken loan processing from 55 hours down to 10, a 15% jump in efficiency. For our employees, that means less waiting around, more doing, and a real shift in how work gets done.
Chris Ortega, CIO, Lake Michigan Credit Union
Agentic Automation for Credit Unions
Driving the Next Wave of Credit Union Innovation
From the main stage at UiPath FUSION to hands-on implementations across North America, Greenlight is guiding credit unions through the transition from traditional RPA to Agentic Automation.
Our work with LMCU demonstrates what’s possible when ambitious vision meets trusted expertise—cutting loan cycle times by more than 60%, enabling same-day disclosures, and freeing employees to focus on higher-value work.
Discover how Agentic Automation can modernize your credit union.
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Join the credit unions leading the next era of intelligent automation.
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