Tag

workflow automation

5 insights

Grouped bar chart showing faster-moving financial firms lead incumbents 47% to 30% in advanced AI adoption and 19% to 6% at the fully transforming stage.

Everyone in Finance Adopted AI. Almost No One Rebuilt the Operation.

Process automation runs at 79% of financial firms, but only 14% call AI transformational. For alternative lenders, the gap between adopting tools and rebuilding the operation is the next competitive edge.
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Statement graphic showing a 60 to 90 percent cycle-time reduction when a lending workflow is redesigned end to end, versus a 15 to 20 percent net gain when AI is bolted onto the existing process.

Bolt It On, or Redesign Around It: Why Your 2025 AI Purchase Underdelivered

Most lenders blame the technology when their AI underdelivers. The real issue is a point tool bolted onto an unchanged process. See why end-to-end redesign drives 60 to 90 percent cycle-time reductions.
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Bar chart showing the gap between companies experimenting with AI agents and companies that have scaled agentic AI to measurable operational value

Only 10% of Companies Using AI Are Actually Changing Their Cost Structure

Nearly two-thirds of companies have tried AI agents. Fewer than 10% restructured their operations. Here's what the 10% actually did differently.
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Split bar showing 37 percent of professional services time is billable and 63 percent non-billable, with utilization rising from 66 percent to 75 percent and roughly $1.04M recoverable at a 30-person firm

Your Partners Bill 37% of Their Day. The Other 63% Is Where Your Margin Is Hiding.

Professional services firms bill about 37% of available time while roughly 14 non-billable hours a week per person quietly erode margin. Here is where the money hides and how to reclaim it without hiring.
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Horizontal bar chart comparing time to funding by lender type, showing MCA same-day funding against bank and SBA timelines of weeks to months

Off-the-Shelf Underwriting Was Built for W-2 Borrowers. You Don't Lend to Them.

Off-the-shelf underwriting was built for W-2 borrowers, not the cash-flow businesses alternative lenders fund. Here is where it leaks deals and how to fix it.
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