Automation in Mid‑Market Banking: Empowering Efficiency, Compliance, and Growth

Process Automation Is No Longer a Luxury — It’s a Strategic Imperative

Mid-market banks and credit unions are under increasing pressure to do more with less. Regulatory complexity, labor shortages, outdated systems, and rising customer expectations are forcing change — and automation is quickly becoming the lever of choice.

Our new guide, Automation in Mid‑Market Banking: Empowering Efficiency, Compliance, and Growth, outlines how leaders are using robotic process automation (RPA) and AI to reduce costs, improve compliance coverage, and deliver faster, more competitive services.

What You’ll Learn

• The Top Challenges Holding Mid-Sized Institutions Back. From manual loan processing to siloed systems, discover where time and money are being lost — and how automation restores both.
• 10 Automation Use Cases Already Delivering Results. Get real examples of bots transforming KYC compliance, commercial lending, account reconciliation, fraud monitoring, collections, customer support, and more.
• How Automation Scales Your Workforce. See how banks are handling higher volumes without increasing headcount — while also boosting accuracy, auditability, and customer experience.
• Why Compliance Teams Are Automating Entire Portfolios. Explore how full-population reviews and automated data checks help meet evolving AML, BSA, and ESG expectations — with fewer errors and faster turnaround.

Learn more about use cases in our report. Download now!