Operational Excellence: How a Regional Bank Turned Everyday Operations into Precise, Risk-Proof Execution
The Bank turned policy into a real-time extension of daily operations—by using RE:Agent to generate documentation directly from where the work actually gets done.
The Challenge
The Head of Consumer Operations at the Bank faced a frustrating disconnect. His teams were executing flawlessly—but when audits came around, gaps kept showing up in documentation.
“We weren’t writing policies for the business we were doing—we were writing them for the business we used to do.”
Outdated, duplicative, and missing policies plagued the Bank’s internal reviews. Each time a new process was launched, the policy team had to play catch-up—reverse-engineering documentation from scratch, long after operations were already in motion.
The Solution
The Bank implemented RE:Agent’s Workflow-Derived Policy Creation, allowing business teams to automatically generate compliant policy drafts based on the actual work being performed. Through voice notes, text, or uploaded procedures, RE:Agent turned frontline knowledge into audit-ready documentation—mapped to regulations, Bank standards, and internal controls.
RE:Agent Delivered
- AI-Driven Workflow Capture — Interpreted business intent from voice or text and translated it into structured operational language.
- Automated Policy Drafts — Used Bank-approved templates with built-in regulatory mapping and control language.
- Transactional Persona Tagging — Assigned policy ownership based on who did the work, what was done, and where it occurred.
- System Linkage — Created traceable links between policy content and operational execution systems.
- Gap Coverage — Flagged undocumented workflows and recommended compliant policies to fill the void.
Strategic Impact
RE:Agent transformed policy from a lagging artifact into a real-time operational output.
Teams no longer waited for compliance documentation—they created it as they worked. Internal alignment improved. Audit prep got faster. And policy finally reflected the reality of the business.
“RE:Agent made our policies belong to the business again—not to the shelf.”
Results
- Policy creation time reduced by 70%.
- 100% coverage of new workflows within 24 hours.
- Audit prep time cut in half.
- Eliminated backlogs in compliance documentation.
- Increased business ownership of policy content.