Gartner Research

Best Practices for Bank Process Automation: Strive for a Frictionless Back Office

Published: 02 September 2014

ID: G00267260

Analyst(s): Rowan Taylor, Pete Redshaw


CIOs and IT process automation decision makers at BIS firms have embraced automation tools primarily to mechanize existing processes, rather than change them. Here, we identify best practices for a more frictionless back office to minimize the short-term need for staff augmentation or new systems.

Table Of Contents
  • Key Challenges



  • Pilot and Plan All Implementations
  • Focus on Tried and Trusted Bank Processes for Automation Tools
  • Make Implementation Decisions Based on Measurable Benefits

Case Studies

  • Coral Racing
  • The Co-operative Bank


  • The Spectrum of Smart Machines

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