---
title: "Customer story: SME credit | GENIA"
description: "GENIA mapped the campaign and SME credit origination process of a Latin American bank from four recorded working sessions and the existing documentation. Every finding with its evidence: the video and the minute, the document and the page."
canonical: https://geniaops.com/resources/sme-credit-case
last_updated: 2026-10-27
---

# Customer story: SME credit | GENIA

> GENIA mapped the campaign and SME credit origination process of a Latin American bank from four recorded working sessions and the existing documentation. Every finding with its evidence: the video and the minute, the document and the page.

URL: https://geniaops.com/resources/sme-credit-case

1.  [GENIA](https://geniaops.com/)
2.  [Resources](https://geniaops.com/resources)
3.  Customer story

Real case

# One bank. One SME credit process. Nobody had the full map. 

Four recorded working sessions and a 31-page manual. GENIA turned them into the full map of the process, with the evidence behind every finding.

[Map one of your processes](https://geniaops.com/contact?topic=demo#form)

[Resources](https://geniaops.com/resources)[Customer story](https://geniaops.com/resources/sme-credit-case)[FAQ](https://geniaops.com/resources/faq)

Real case

## One bank. One SME credit process. Nobody had the full map. 

GENIA mapped the campaign and SME credit origination process of a Latin American bank from four recorded working sessions and the existing documentation. Every finding with its evidence: the video and the minute, the document and the page.

of recorded sessions, plus a 31-page manual

5 h 22 min

activities mapped

0

checks and controls surfaced

0

systems across 6 roles

0

prioritized findings, 22 of them quick wins

0

findings that only existed in the videos

0

The method

1.  01 Map the real process
2.  02 Benchmark against good practice
3.  03 Redesign in plain language
4.  04 Prioritize by impact and effort
5.  05 Plan a governed rollout
6.  06 Measure with KPIs

What they got

-   Current process map, with evidence per activity
-   Benchmark with every source labeled
-   Interactive viewer of the current and proposed process
-   Wave-by-wave rollout methodology
-   Data and version audit
-   A case video, also made with GENIA

> “I gave leadership the real process, not the one each of us remembered. And I gave Risk every control in plain sight.”
> 
> GENIA, in the case video

Counts from the as-is assessment. The redesign is a proposal, not a measured saving. Client anonymized.

[Back to Resources](https://geniaops.com/resources)[Next FAQ](https://geniaops.com/resources/faq)

## Ready to become an AI-native company? 

Start with the process that keeps you up at night. We’ll map it with you, on your data, with governance in place from day one, and take it from there, layer by layer.

[Book a demo](https://geniaops.com/contact?topic=demo#form)  [Email us](mailto:accounts@geniaops.com)

---

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