Why community banks and credit unions struggle with AI and how to break the cycle
For mid-sized banks in Texas, compliance, onboarding, fraud detection, and member service all depend on technology.
Yet AI projects often stall in pilots, draining resources and frustrating staff.
Workana AI Squads are built differently: compact teams that plug in fast, deliver secure workflows, and show measurable results in under 30 days
Workana AI Squads embed with your team to streamline onboarding, strengthen fraud detection, and automate compliance tasks so you can serve members better while protecting margins.
Automate manual compliance and reporting
Improve fraud monitoring without adding staff
Speed up account opening and loan processing
Free your team to focus on members, not paperwork
Results in under 30 days, with vetted experts in your time zone
Make your bank more efficient, compliant, and customer-ready with AI
Make your bank more efficient, compliant, and customer-ready with AI
Workana AI Squads embed with your team to streamline onboarding, strengthen fraud detection, and automate compliance tasks so you can serve members better while protecting margins.
Not just any solution.
YOUR solution.
Every company’s workflows are different. Our AI experts customize integrations to your systems, your processes, and your goals.
If you’re serving local members while competing with larger institutions, you know the pressure: stricter compliance, rising fraud risks, and costly manual onboarding. Workana AI Squads help mid-sized banks and credit unions automate these workflows, protect margins, and free your team to focus on customer relationships.
Practical AI, designed for resource-constrained institutions that need results, not experiments.
Data security
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Compliance
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Governance
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Built for Texas credit unions and community banks
Built for mid-sized Texas firms that run on technology but don’t sell it.
Automate compliance paperwork
Cut hours spent on manual reporting, loan files, and audit prep. AI Squads handle repetitive compliance documentation so your staff can focus on members.
Integrate with your core banking systems
We connect directly into the platforms you already use for deposits, loans, and fraud monitoring — no rip-and-replace. Faster adoption, less disruption.
Support your team, not replace them
Give employees AI-powered tools that speed onboarding, strengthen fraud detection, and simplify member service while they stay in control.
Need an AI solution tailored to your business?
Workana connects you with embedded experts who design and integrate workflows into your existing tools. Fast, scalable, and built around your needs.
You get hands-on support from vetted AI experts at every step, from defining your challenge to measuring ROI.
We map your workflow challenge and define success metrics.
Your AI squad designs a tailored solution for your systems.
We build and integrate it into your stack. No extra overhead.
You roll out, track results, and scale with confidence.
Apply AI to your business and leave manual work behind
Cut operating costs by up to 30%
Free as much as 50% of your team’s capacity
Scale with confidence as needs grow
Track measurable ROI from the first month
Work only with vetted, certified experts
Secure payments with Workana’s guarantee
Every day without AI is lost efficiency and missed savings
Thanks to SupportBot we cut our service time by 40% and doubled our leads in just 3 weeks. Impressive!
Andrés Salvatierra
Since we implemented DocuData, we have more time for strategic and innovation meetings.
Mariela Jiménez
The Workana expert guided us every step of the way, even when optimizations were needed. Excellent!
José Cornejo
How long does it take to implement a solution in my company?
Most AI workflows can be piloted within weeks. The timeline depends on the scope and the systems involved, but our squads move fast: from defining your challenge to seeing your first results usually takes less than 30 days.
You start measuring impact from day one of rollout. Whether it’s cycle time reduction, error elimination, or cost savings, we define clear success metrics upfront and track them immediately.
When will I see results?
Workana gives you more than freelancers. We assemble vetted AI squads with the exact mix of roles your challenge requires — from engineers to integrators to workflow designers — and we support you through the full adoption process.
What role does Workana play?
Both options are available. Our experts can deploy proven plug-and-play components (like Copilot extensions, ServiceNow flows, or CRM automations) or design fully custom workflows tailored to your business. In every case, solutions are scalable and built into your existing systems.
Are the solutions pre-built or customized?
Your squad doesn’t just leave. We help you pilot, measure, optimize, and scale. You can continue with the same experts as an embedded team or hand over to your own staff with full documentation and training.
What happens after implementation?
How it works
The result: AI runs your workflows while your team drives the business forward.
FAQs
Helping leading companies scale AI workflows with the right talent
