Greenlight Insights | July Edition
Welcome to our newsletter—Greenlight Insights!
New around here? Each month, we'll share the latest in AI and automation, featuring expert insights, industry news, and upcoming events where you can connect with our team.
Subscribe to our newsletter to stay up-to-date, and keep reading for this month's insights!
Webinar – Introduction to Agentic Automation (July 8)
In this 30-minute on-demand webinar, we break down what Agentic Automation is, how it builds on RPA and AI, and where it adds the most value. It’s a practical session designed for automation and innovation teams looking to take the next step.
You’ll hear from Vipul Balsara and Lewis Goldenberg , who walk through a real banking use case where AI agents manage loan processing—from intake to approval.
Last Call! Join Us at the Agentic Automation Summit on July 23
UiPath is hosting their Agentic Automation Summit in Toronto—a half-day event packed with high impact use cases, hands-on sessions with Agent Builder & Maestro, and insightful conversations with peers about what’s next in automation.
We’re attending as a sponsoring partner and we’d love to see you there. Are you shaping automation strategy in financial services? Be our guest.
Call Center Case Study – Fee Reversal Eligibility
What if your call center agents could save 2-3 minutes per call? One enterprise team was fielding 700,000+ annual calls about fee reversals.
Agents were digging through complex transaction histories in legacy systems, wasting time and risking errors. We helped them deploy an attended automation solution that checks fee eligibility live in the background during the call.
💡 Is AI replacing humans? That’s the headline—but here’s the reality. AI agents, robots, and humans will work together. Find out how.
Article – Agentic Automation Demands a New Mindset—Here’s Why
To take full advantage of Agentic Automation, organizations need to shift how they think about automation:
These shifts don’t just impact technology teams. They influence how organizations structure work, define roles, and govern automation at scale.
Industry Spotlight – Banking & Financial Services
Today’s customers expect faster service, seamless digital experiences, and responsive support.
And banks and credit unions are using automation to deliver—streamlining onboarding, accelerating approvals, and resolving service requests faster.
Did you know? Automating loan origination can slash approval times from weeks to hours, double approval rates, and cut operating costs by nearly 50%, delivering up to 225% ROI within a year—all while giving borrowers faster, more accurate decisions.
P.S. On Sept 8, we’re headed to Jack Henry Connect in San Diego. Will you be there? Let’s connect!
💡 Greenlight was recognized as an Agentic Automation Fast Track Partner by UiPath . See how that benefits your organization.
Industry News
Webinars
Want us to cover a topic not listed here? Let us know!
Upcoming Events
Will you be attending these events? Let us know!