Harnessing Origination Automation: Tools to Streamline Workflows and Boost Efficiency

Automation plays a critical role in reducing manual effort, improving accuracy, and accelerating origination workflows. In this session, you’ll learn how to harness the power of automation within the Temenos Lifecycle Management Suite (LMS) to drive operational efficiency across Lending and Account Origination. We’ll explore new connectors, functionality, and automation strategies that help teams scale workflows while maintaining performance and control.

Senior Product Consultant Elijah Barrett will share practical guidance on designing effective automation that supports faster processing, improved member experience, and sustainable system performance.

What You’ll Learn

• How to configure automation and rule logic to reduce manual work and improve accuracy across origination workflows
• How to automatically manage application components such as collateral, fees, stipulations, documents, and funding records
• How event-driven automation supports faster funding and disbursement
• How integrated communication tools can automate member outreach and reduce follow-up effort
• Best practices for building efficient, scalable automation while avoiding common performance and maintenance pitfalls

Who Should Attend

• Lending and Account Origination (AO) leaders
• Existing LMS Lending and AO clients

Save Your Spot

Don’t miss this opportunity to see how automation can simplify origination workflows, improve efficiency, and scale operations with confidence.