Lending
Loan File Maintenance · Collateral Release · Risk Rate Changes · Annual Reviews · Loan Closing
Solution: Operational Workflows
Keep Work Moving Across Your Institution.
Turn everyday banking processes into connected, trackable workflows that reduce manual work and keep information moving across your people and systems.
From lending and deposits to back-office operations, Teslar helps your team manage requests, approvals, updates, and documentation from start to finish.
A Better Way to Manage Everyday Banking Processes
Even simple banking processes can involve multiple people, systems, approvals, and decision points. When that work relies on paper, email, spreadsheets, and manual updates, it’s easy to create unnecessary steps and harder to know where things stand.
Teslar brings those processes into connected digital workflows, helping your team collect the right information, route work appropriately, maintain visibility, and complete more of the process without jumping between systems.
One Workflow Engine. Many Ways to Put It to Work.
Deposits
Account Maintenance · Wire Requests · Reg E · Debit Card Disputes · Holds
Operations
Treasury Management · User Access · QC · Customer Requests · Internal Approvals
How It Works
Teslar doesn’t just digitize a form. It connects the people, information, decisions, and systems behind the process so work moves where it needs to go.
Configure forms, questions, routing, approvals, and documentation around your institution’s processes—then connect them with data already available in Teslar to eliminate unnecessary steps and manual work.
Use What You Already Know
Bring connected customer and account information into the process instead of repeatedly entering the same data.
Guide the Process
Use dynamic questions and requirements to collect the right information and help employees consistently follow established procedures.
Route to the Right Person
Automatically move requests based on your rules, approval authority, dollar thresholds, and other decision points.
Keep the Process Accountable
Track actions, approvals, status, and documentation so your team knows where work stands and what’s been completed.
Extend Automation With Core Writeback
Go beyond routing and approvals with real-time core connectivity. TeslarSync enables supported updates completed in Teslar to write back directly to your core.
Case Study: When the Backend Is On Point, Everything Works Better.
First Community Bank and Trust describes Teslar as essentially a “massive workflow engine.” Once the bank saw how Teslar could optimize workflows and handle the backend logistics behind them, the broader potential of the platform clicked.
Today, the bank uses Teslar to create trackable processes where work is routed according to defined rules, actions and approvals are recorded, and documentation ends up where it belongs.
I don’t have to worry about who’s hands it’s in or if something got done, because Teslar’s workflows provide a trackable process and, at the end, generates a file detailing all the actions taken, who signed off on what, and then automatically uploads this information in our doc retention system. That’s awesome, that’s exactly how it should happen.
Cameron OhlendorfSVP Finance, First Community Bank and Trust
Ready to Put Your Processes on a Better Path?
See how Teslar can help your team create connected, trackable workflows built around the way your institution gets work done.