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Banking.
Vetted before your bankers use it.

An AI team for community banks and credit unions.

A painting of the bright back office of a community bank, wooden desks with stacks of loan files and closed laptops, an open round vault door, and arched windows onto a small-town street in morning light

Where teams start

  • Search policies and procedures
  • Review loan files
  • Answer compliance questions
  • Summarize board packets
  • Draft customer replies, checked by staff

We start with one task on a paid trial, measured against what you use today.

What do we need before approving a small business loan over our limit?

The credit policy requires two years of business tax returns and a current financial statement.Commercial Credit Policy Loans over the limit also need loan committee approval before closing.Loan Committee Charter

Customer data is regulated.

Your examiners hold you responsible for every vendor that touches it. Nothing leaves your systems unless you allow it.

We start with internal tasks where a person reviews every answer.