Modernize loan processing, account opening, and compliance workflows without replacing your core systems.
Industry Benchmarks
These are the challenges we hear most often from community & regional banks.
Applications sitting in queues while documents are gathered and verified manually
New customers waiting while staff enters information into multiple systems
Manual gathering of documents for audits and regulatory examinations
Staff time spent on routine status calls and sending standard notifications
Tailored automation solutions designed for your industry's specific needs.
Digital application intake, automated document collection, status notifications, and workflow routing to speed up lending.
Streamlined digital account opening that populates your core, CRM, and document management systems from a single intake.
Automated BSA/AML monitoring alerts, SAR tracking, examination preparation, and policy attestation management.
Automated loan status updates, account notifications, rate change alerts, and personalized marketing campaigns.
See how we automate the workflows that matter most to your business—from understanding to implementation.
AI extracts data from uploaded documents, validates completeness, identifies missing items, and routes applications through underwriting—dramatically reducing manual review time.
Move loan applications from submission to funding in days instead of weeks with intelligent document processing
Borrower submits application via online portal or branch
AI reads uploaded documents (pay stubs, tax returns, bank statements) and extracts key data points
System identifies missing documents and auto-requests from borrower
Income, employment, and asset data verified against third-party sources
Initial risk assessment flags potential issues for underwriter attention
Human underwriter reviews AI-prepared package with risk summary
Approval/denial letters and closing documents generated
Decision communicated with next steps for closing
This workflow can be built on any of these platforms. Click to see implementation notes:
Ready to automate these workflows for your business?
Discuss Your WorkflowsWe connect the software your industry relies on.
We work with professionals across community & regional banks facing these common challenges.
Yes, we integrate with major core banking platforms including Jack Henry (Silverlake, SynapsyS, CIF 20/20), Fiserv (Premier, Signature, DNA), FIS, and others through their available APIs and interfaces.
Our integrations maintain complete audit trails required by banking regulators. We follow secure development practices and can work with your compliance team to ensure all automations meet regulatory requirements.
Absolutely. Many community banks want to offer modern digital experiences without ripping out their core systems. We build integration layers that enable digital banking features while preserving your existing technology investments.
Let's discuss how we can automate your workflows and free up your team to focus on what matters most.