Agentic transformation revolutionizes automation by moving beyond rigid, rule-based workflows to intelligence-driven systems. Powered by artificial intelligence agents that can reason, adapt and make dynamic decisions, it enables businesses to automate processes with greater efficiency, flexibility and resilience.

Lake Michigan Credit Union has partnered with Greenlight Consulting Solutions Inc. to drive its agentic transformation journey. It’s a strategic move that ensures the institution stays competitive, efficient and member-focused in today’s rapidly evolving digital financial landscape, according to Chris Ortega (pictured, right), chief information officer of LMCU.

Greenlight Consulting’s Shameiz Hemani and LMCU’s Chris Ortega talk about the power and effectiveness of agentic transformation.

“Lake Michigan Credit Union is a credit union … we’re the largest in Michigan,” Ortega said. “When I started, it was a credit union that was looking to modernize, to really amp up and become leaders in technology in the credit union space. I met up with Shameiz and we hit it off right off the bat and said, ‘How do we catapult us into the future?’ There are so many people that are afraid of what AI is going to do, what even modern and emerging technology is going to do. For us it’s really teaching people what the possibilities are and not exposing them too hard on it right away.”

Ortega and Shameiz Hemani (left), chief executive officer of Greenlight Consulting, spoke with theCUBE’s Rebecca Knight and Dave Vellante at UiPath Fusion, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed how UiPath Inc. and Greenlight Consulting are driving Lake Michigan Credit Union’s agentic transformation, streamlining operations while advancing innovation and member-focused efficiency. (* Disclosure below.)

Through LMCU’s agentic transformation lens

Through its partnership with Greenlight Consulting, LMCU taps into specialized expertise in agentic transformation. Greenlight’s automation-driven approach enables the credit union to streamline operations, cut costs and drive innovation — while keeping members at the center, according to Hemani.

“Greenlight Consulting is a boutique consulting company,” he said. “We do a lot of automation and AI work. We spend a ton of time in financial services and credit unions and the team’s based in Canada, the US and Costa Rica. What’s great is Chris has been an ambitious partner in sort of driving change at his organization, and Chris’ teams have been looking at the world of lending and how to make sure we turned that into an agentified process.”

Agentic transformation goes beyond traditional process optimization by integrating advanced technologies like robotic process automation. For LMCU, UiPath is making this vision a reality — streamlining workflows, uncovering pain points and reimagining how services are delivered, Ortega explained. 

“We have strategic priorities that we’re building for the next year centered around more of the member experience about having loan to approvals process faster,” he said. “The way that we do it is we have our analysts who are familiar with RPA and stuff, that will go in and we map these processes out with the business unit. UiPath is underlying and functioning at that level that we need them to move things, help things, automate things that bring that data to these UI or user interfaces for them faster so that they can operate faster, they could get their things done.”

Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of UiPath Fusion: 

(* Disclosure: TheCUBE is a paid media partner for UiPath Fusion. Neither UiPath Inc., the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)

Photo: SiliconANGLE