Create the work.
Start workflows from connected core data, business rules, key dates, or a request.
Built for community & midsized financial institutions
Your bank’s work.
In one place.
OperateX is an operations management and automation platform for financial institutions.
Create, assign, track, and measure operational work across every department. Replace emails, spreadsheets, and manual follow-up with clear next steps.
Built by banking operators, for banking operators.
RESULTS
A $1.4B Texas bank in their first 45 days.
After only two onsite implementation days + weekly check-ins
114Processesconfigured
203Workflow stepsconfigured
33Automationsconfigured
477Casescompleted
14Requested Enhancementsdelivered
What it does
The right work.
In the right hands.
From a loan maturity process to a new employee onboarding, turn the things that need attention into work your teams can act on.
A loan renewal, from start to finish
The next step already knows where to go.
01
Create
Renewal date approaches
02
Assign
Loan Operations takes ownership
03
Complete
Review and follow-up stay together
04
Measure
Results appear in the Scorecard
LOAN RENEWALA clear owner. A consistent process. A visible result.*Illustrative workflow
Assign ownership.
Route work to the right team or person, with a clear priority and due date.
Follow it through.
Keep steps, documents, comments, and audit history together as work moves to completion.
See how you’re doing.
Measure workload, turnaround time, capacity, and bottlenecks with the built-in Operations Scorecard.
Built for the people doing the work.
Business users configure workflows and automation themselves in minutes, without a developer or business analyst.
Who it's for
Across your bank.
Inside your day.
Bring structure to the everyday work happening across your departments.
A few everyday examples
Loan renewal
WhenA loan is 90 days from maturity.
OperateX startsA renewal workflow with assigned owners, review steps, and due dates.
New account quality control
WhenA new deposit account appears in connected account data.
OperateX startsA quality control review for the deposit operations team.
Audit finding follow-up
WhenAn audit finding needs resolution.
OperateX startsA remediation process with ownership, a deadline, and a record of progress.
Daily GL balancing
WhenThe scheduled daily balancing cycle begins.
OperateX startsA balancing task for finance, with its required steps and completion status.
New employee onboarding
WhenA new employee record is created or onboarding is requested.
OperateX startsA workflow that coordinates responsibilities across HR, IT, and system owners.
Examples use rules and connected data configured for your institution. Work can also begin from a manual request.
What you get
Know what’s happening.
Know where to act.
The built-in Operations Scorecard turns everyday work into a clear view of how your institution is running.
An example from OperateX reporting.
Workload
Who is working on what?
See ownership, priorities, and work in progress.
Time
Where is work slowing down?
Track processing time, deadlines, and bottlenecks.
Capacity
Who has room for more?
Understand which teams are over or under capacity.
Trends
Are operations improving?
Compare throughput and performance over time.
For executives
Capacity & visibility.
See the whole operation and make staffing decisions with clear workload and performance data.
For managers
Control & consistency.
Balance workloads, spot delays, and keep the team following the right process.
For operators
Clarity & focus.
Know what to work on next, with the information and steps needed to move it forward.
The value of time back
Major time savings.
Meaningful capacity.
Even conservative assumptions show how less time spent chasing work can add up.
Across 50 employees
$260,000
in annual capacity value
If each employee recovers just 30 minutes a day.
50 people × 0.5 hours × 260 days × $40/hour
Across 5 managers
$78,000
in annual capacity value
If each manager recovers one hour a day.
5 managers × 1 hour × 260 days × $60/hour
For one employee
130 hours
back each year
Just 30 minutes a day to spend on productive work.
0.5 hours × 260 days = 130 hours
*Illustrative value of recovered time, before software costs; actual results vary.
Testimonials
See what people are saying.
See OperateX in action
Bring your process.
We’ll show you the workflow.
See how OperateX can organize your teams’ work and give leadership a clearer view of operations.
Get in Touch with Us
Share your details and our team will follow up by email to arrange a demo focused on your institution’s workflows.
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