We turn AI ambition into operational systems.
You don't need more AI ideas. You need a partner that can scope use cases, integrate with your systems, build proper governance, and ship working solutions. That's what we do.
AI-Powered Solutions
From experimentation to production.
Most credit unions are stuck at Level 1 — employees using ChatGPT for drafting emails. We help you reach Level 3: AI agents that perform real workflows, integrate with your core systems, and operate under proper governance.
Example agents we build:
- Loan Application Intake Agent
- Member Inquiry Triage Agent
- Compliance Reporting Agent
- Account Opening Agent
What we deliver
- Use case identification and scoping
- Agent design with human-in-the-loop oversight
- Core banking and CRM integration
- Governance framework and audit trails
- Pilot deployment and iteration
Process Automation
Connect your systems. Eliminate the busywork.
Before you can deploy AI agents, you need your systems talking to each other. We build the automation infrastructure that connects your CRM, core, and third-party systems — creating the foundation for AI deployment.
What we deliver
- Workflow automation design and implementation
- System integration (core, CRM, LOS, etc.)
- Document automation and generation
- Data validation and exception handling
- Process monitoring and alerting
Data & Analytics
Build the foundation AI requires.
AI agents need clean, accessible data to function. We help you build the data infrastructure that makes AI possible — from data strategy to analytics pipelines to the reporting that proves ROI.
We also offer subscription-based reporting for credit unions who want insights without building infrastructure. Currently available: Member Profile Reports.
What we deliver
- Data strategy and architecture
- Analytics and reporting infrastructure
- Data quality and governance
- Member insights and segmentation
- AI/ML readiness assessment
From workflow to working agent.
We prove value incrementally — delivering targeted solutions with ROI in weeks, not multi-year transformation projects.
Identify Workflow
We find the high-volume, repeatable processes where AI can make an immediate impact.
Break Into Parts
We decompose workflows into discrete steps — what can be automated vs. what needs human judgment.
Code or Reason?
We determine which parts need traditional automation and which benefit from AI reasoning.
Design Touchpoints
We define where humans review, approve, and intervene — building in governance from day one.
Build & Validate
We deploy, test, and iterate — proving value in weeks, not years.
Stop searching for the perfect use case.
If your staff synthesize information, make judgment calls, or apply knowledge to routine tasks — you have AI agent candidates.
Process Bottlenecks
Look for work that is high-volume, repeatable, and time-consuming. If it creates backlogs or delays, it's a strong automation candidate.
Decision Support
Look for decisions guided by policy, precedent, and repeatable judgment. Agents can apply the same reasoning consistently and escalate edge cases.
Context Assembly
Look for roles where staff spend time collecting information across systems. Agents can assemble the full picture instantly so teams can act faster.
Ready to move from ambition to execution?
We'll analyze your workflows and identify high-value AI deployment opportunities.