01 - 02 May, 2019 | Sydney, Australia

Timothy King


Manager Lending Fulfilment
Credit Union Australia


3:40 PM Removing Third Party Reliance on Loan Settlement Operations and Investing in In-House Capabilities to Optimise Process Automation

The reliance on third party distributors to deliver settlement documents are a major bottleneck for small lenders such as Credit Union Australia (CUA). The need to optimise loan processes with existing resources have driven CUA to bring their settlement operations back in-house through their partnership with PEXA.

In this session, learn how:

  • CUA transitioned from outsourcing their settlement operations to in-house without creating more manual work for their staff in the process
  • Integrating existing resources into new systems to reduce paperwork, risk of error, and setup of settlement
  • Use of new internal platform for staff to better analyse data, productivity and forecast on utilisation of processes to understand future customer demands


Check out the incredible speaker line-up to see who will be joining Timothy.

Download The Latest Agenda