Accelerating growth through RPA-driven modernization for a growing SMB lending platform

About The Client

A fast-growing SMB lending platform has carved out a niche in business financing by combining relationship-driven sales with a responsive underwriting team. With increasing deal flow and a growing partner ecosystem, the company needed to scale operations without a proportional increase in headcount.

However, the early stages of the loan process- such as responding to inquiries, conducting background checks, and processing documentation- were highly manual, consuming significant time and resources. As demand grew, these inefficiencies began to stall the platform’s growth momentum and partner experience.

To overcome these bottlenecks, the platform partnered with TVS Next to modernize their
operations through Robotic Process Automation (RPA) and cloud-native architecture, accelerating deal turnaround, improving compliance, and unlocking new scalability.

Services Offered

Platform Modernization & Microservices Transformation, Cloud-Native Engineering (Azure), DevOps & CI/CD Automation, Data & Analytics Enablement (Tableau & Salesforce Integration), Quality Engineering & Test Automation

Industry: Finance

Challenges

Manual Pre-processing: Inquiry handling, background checks, and email replies were time intensive.
Slow Partner Onboarding: Integrating a new partner could take weeks, delaying revenue opportunities.
Rigid Legacy Stack: Launching new loan products or funding sources required lengthy development cycles.
Operational Silos: Sales, underwriting, and accounts worked in disconnected systems.
Testing and QA Delays: Manual, repetitive QA cycles slowed down new feature rollouts and bug resolution.

Key Technologies Used

Automation Anywhere (RPA)
Azure Kubernetes Service (AKS)
Containerized .NET Microservices
Azure API Management
Azure DevOps Pipelines
Parallel Automated Testing Framework

Our Approach

TVS Next facilitated Accelerated Discovery Workshops with stakeholders from sales, underwriting, QA, and compliance to understand operational pain points and design a modernization roadmap. The transformation was rolled out in four focused phase

Conclusion

By modernizing the platform’s foundational processes and automating key operational tasks, the SMB lending provider gained the agility and scalability it needed to thrive in a competitive market. Testing bottlenecks were eliminated, partner onboarding became instant, and customer acquisition tripled- all without a proportional increase in headcount. With RPA and automation at its core, the platform is now equipped for sustainable, tech-driven growth

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