List of Fortra Automate Intelligent Capture Customers
Eden Prairie, 55344, MN,
United States
Since 2010, our global team of researchers has been studying Fortra Automate Intelligent Capture customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fortra Automate Intelligent Capture for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fortra Automate Intelligent Capture for Intelligent Document Processing include: Summit Credit Union, a United States based Banking and Financial Services organisation with 1100 employees and revenues of $350.0 million, Aldergrove Financial Group Canada, a Canada based Banking and Financial Services organisation with 350 employees and revenues of $60.0 million and many others.
Contact us if you need a completed and verified list of companies using Fortra Automate Intelligent Capture, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fortra Automate Intelligent Capture customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aldergrove Financial Group Canada | Banking and Financial Services | 350 | $60M | Canada | Fortra | Fortra Automate Intelligent Capture | Intelligent Document Processing | 2019 | n/a |
In 2019, Aldergrove Financial Group Canada deployed Fortra Automate Intelligent Capture to automate loan origination and online-application data extraction in its mortgage and finance processes. The Fortra Automate Intelligent Capture implementation, aligned with the Intelligent Document Processing category, focused on centralizing capture and extraction workflows to support underwriting, application intake, and lending operations.
The implementation combined Fortra Automate RPA orchestration with document capture capabilities, implementing ingestion pipelines, classification, OCR based data extraction, field mapping, and validation routines typical of Intelligent Document Processing workflows. Configuration emphasized automated routing of parsed application data into loan origination processes and exception queues for manual review.
Operational coverage encompassed finance and mortgage teams in Canada and directly impacted IT, underwriting, and loan processing functions. Governance practices included scheduling, exception handling, and process controls embedded in Automate to reduce manual upkeep and sustain automation reliability.
The Fortra case study documents an Automate RPA deployment that reduced manual upkeep and produced an estimated 2 to 3 hours per week of IT time savings. Use of Fortra Automate Intelligent Capture is presented here as the document processing extension of that Automate RPA deployment, inferred from the customer extending RPA with Fortra capture functionality rather than explicitly stated in the case study.
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Summit Credit Union | Banking and Financial Services | 1100 | $350M | United States | Fortra | Fortra Automate Intelligent Capture | Intelligent Document Processing | 2021 | n/a |
In 2021, Summit Credit Union deployed Fortra Automate and the use of Fortra Automate Intelligent Capture is inferred as part of the implementation based on vendor guidance, to automate mortgage application transfers and document handling. The program targeted the mortgage department and went live in November 2021 in the United States, with a documented scope of moving loan data and documents between Blend and Mortgage Cadence.
The deployment relied on Automate RPA bots to ingest, route and process loan files and associated documents, the case study describing bots that perform data movement and document handling. Fortra Automate Intelligent Capture is cited here as the inferred extraction layer consistent with Intelligent Document Processing patterns, providing document capture and OCR extraction capabilities that align with the observed bot workflows.
Integrations were explicitly implemented with Blend and Mortgage Cadence to orchestrate end to end mortgage application flows, with Automate RPA coordinating transfers and handoffs between those systems. Operational coverage focused on the mortgage operations team, centralizing document flow and reducing manual touch points through automated orchestration between the two lending platforms.
Governance established bot operations, change controls and exception handling workflows to manage automated document processing, and the case study reports improved throughput and a higher Net Promoter Score after going live. The narrative centers on bot-driven document orchestration and inferred Intelligent Document Processing pairing, reflecting an architecture that combines RPA orchestration with capture and extraction for mortgage document workflows.
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