Clearview Federal Credit Union has seen positive returns on its automation processes and aims to deploy AI to drive further efficiencies in 2025.
The Pittsburgh-based, $1.9 billion credit union deployed robotic process automation for digital file management and documentation this year and is on track to save 6,000 working hours through the technology in 2024, Bill Snider, chief strategy and innovation officer, told Bank Automation News at Banking Transformation Summit 2024 in Charlotte, N.C.

Tapping RPA, “we have focused a lot on back-end processes” and will continue in 2025, he said.
The credit union estimates it will save 8,000 working hours in 2025 through internal deployment of AI, Snider said.
“There are still more back-end processes that we have to automate,” he said.
Clearview has already implemented AI in:
- Content generation;
- Meeting summaries;
- Compliance; and
- Loan underwriting through ZestAI.
To expand its AI efforts, the credit union’s internal development team will work with vendors and its cloud provider, Amazon Web Services, he said.
Register here for early-bird pricing for Bank Automation Summit 2025, taking place March 3-4 in Nashville, Tenn. View the full event agenda here.




