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Southside Financial institution automates workflows | Financial institution Automation Information


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Southside Financial institution is trying to Jack Henry’s Enterprise Workflow answer to automate duties, releasing up human assets and sparking innovation. 

Courtesy/Financial institution Automation Information

After one 12 months of utilizing the answer, the $800 million, Tyler, Texas-based financial institution had greater than 15 automated workflows in manufacturing on the finish of 2023, Vice President of IT Operations Keith Leonhardt instructed Financial institution Automation Information.

The financial institution has three group members devoted to creating workflows, up from one final 12 months, Leonhardt stated. As extra workflows are created, concepts for extra workflows appear to spark, he stated. 

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Inside groups at the moment are addressing points with, “‘Can we construct a workflow for that,’” he stated. One workflow the financial institution has created is a cease fee automation. 

As Southside considers workflow concepts, it’s also utilizing Jack Henry’s JHA Market, the tech supplier’s collaboration heart, to see what workflows different Jack Henry purchasers have created and shared, he stated. 

The financial institution continues to implement workflow automation utilizing Jack Henry’s options, Leonhardt stated, noting that sharing concepts with different Jack Henry purchasers, “that’s a giant leg up for us.” 

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