For many financial institutions, getting started with automation isn't the hardest part. The bigger challenge is turning individual successes into a strategy that delivers meaningful value across the business.
At Alliant Credit Union, that transformation started with a deliberate focus on quick wins. With strong engineering talent already in place, the team set out to rebuild momentum, strengthen connections with the business and demonstrate that automation could deliver real results. The approach worked: Alliant increased its automation output by 600% from 2024 to 2025.
But proving automation could work was only the first step.
In this webinar, leaders from Alliant Credit Union, UiPath and Greenlight Consulting discuss how Alliant evolved from tackling low-hanging opportunities to building a broader automation strategy connected to business priorities and measurable outcomes.
Hear how the team brought business leaders into the automation journey, built accountability for ROI and created a governance structure designed to keep technology investments aligned with the credit union's goals. The conversation also explores how Alliant is moving beyond measuring hours saved to asking a more important question: what can employees and the organization do with the capacity automation gives back?
That shift is helping Alliant think differently about both employee and member experiences. By taking repetitive, process-heavy work away from employees, automation can give them more time to focus on meaningful work and more human interactions with members.
The discussion also looks ahead to AI and agentic automation—and why Alliant isn't starting with the technology. Instead of asking where AI can be used, the team starts with real business problems and determines where AI, automation or a combination of capabilities can make a meaningful difference. It's a practical approach designed to avoid chasing hype while creating a foundation that can scale as the technology evolves.
For banks and credit unions navigating their own AI and automation journeys, Alliant's experience offers a valuable lesson: you don't need to start with the biggest transformation. Start with opportunities you can deliver, prove the value, bring the business with you and build from there.
As Alliant's Calli Cardillo puts it: think big, act small.
Watch the teaser for a preview of the conversation, then
