Same automation. Four different workflows.
Tuesday you saw the code. Today you see how risk managers, analysts, ops leads, and AI agents each use it differently. Each role has different needs, different dashboards, different wins.
Team Workflows
See how different roles use the same system to transform their daily work.Click each role below
Before Automation
With Automation
Dashboard Metrics
Impact By The Numbers
"I finally have time to think strategically instead of drowning in spreadsheets."
— Risk Manager, 11 years consumer lending
How Roles Work Together on One Application
Watch how all four roles collaborate in real-time to make a decision in 8 minutes.
Sarah Chen applies for $50K business loan at 2:47 PM
✨ Scroll here to watch the workflow
Practice-Wide Impact
| Metric | Before | After | Improvement |
|---|---|---|---|
| Applications per day | 120 | 380 | +217% |
| Avg decision time | 2.3 days | 8 minutes | 99.8% faster |
| Default rate | 8.2% | 1.4% | 83% reduction |
| Staff utilization | 68% | 94% | +38% |
Getting Your Team On Board
Analysts think AI will replace their jobs
Show them they'll handle 3x volume with same headcount. Frame as 'upgrade to senior work' not 'automation threat'. Emphasize human judgment is required on 22% of cases.
Analysts see career growth path: junior → senior → risk manager. Retention improves.
Risk managers don't trust AI scoring accuracy
Run parallel for 30 days: AI scores + human scores. Show 99.4% agreement rate. Highlight cases where AI caught what humans missed.
Managers become advocates when they see AI catches edge cases they would have missed.
Ops worried about upfront cost and integration complexity
Calculate ROI: $18K/month savings = 22-day payback. Show 3-week integration timeline with zero downtime.
CFO approves based on sub-30-day payback. Integration happens over weekend.
Compliance team concerned about explainability for regulators
AI generates audit trail for every decision. Show sample report with 47 factors explained in plain English. Meets FCRA requirements.
Compliance signs off after seeing detailed decision logs. Actually easier to audit than old Excel models.
Existing staff fear learning new system during busy season
Start with 5 analysts in pilot (2 weeks). They train the rest. Provide cheat sheets and Slack support channel.
Pilot team becomes internal champions. Full rollout in 4 weeks with 96% adoption.
Investment & ROI
Typical payback in 22-30 days through time savings and reduced defaults
Pricing
ROI Calculator
Proven Results
From Demo to Live in 3 Weeks
From demo to production in just 3 weeks
- Connect credit bureau APIs (Experian, Equifax, etc)
- Import historical loan data for baseline
- Configure risk models and scorecards
- Set up user roles and permissions
- Train 5 analysts on new workflow (2hr sessions)
- Run parallel scoring (AI + human) for 100 apps
- Gather feedback, tune risk thresholds
- Train risk manager and ops lead
- Roll out to all analysts and managers
- Daily check-ins for first week
- Measure baseline metrics vs new performance
- Compliance review and sign-off
Enterprise deployments with custom models may take 4-6 weeks
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