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Reimagining digital banking with automation

We help financial institutions automate workflows, modernize account origination, deliver self-service CD management, and accelerate growth.
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Trusted by modern financial institutions

Powering seamless digital onboarding experiences across banks and credit unions.

Our solutions

Empowering digital banking innovation

Automate Banking illustration

Automate Banking

Automatically disable and/or move users' online banking logins to different groups based on specified criteria.

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Self-Service CDs illustration

Self-Service CDs

Empower customers to manage their deposits seamlessly using online banking.

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Refer a Friend illustration

Refer a Friend

Grow your customer base using an automated referral solution that sends invites and rewards new account openings.

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The numbers speak
for themselves

Every initiative delivers measurable, scalable ROI.

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Automate Banking

99 %
Manual work hours saved
Automated user movement via banking tool
2 min
Notification dispatch
Email, SMS & push sent to filtered users
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Self-Service CDs

2 min
Saved per CD renewal
For CD renewals done over the phone
90 %
Reduction in manual errors
During CD management by bank staff
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Refer a Friend

75 %
Lower acquisition cost
Through referrals
115 %
Higher lifetime value
From referred users
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Automate Banking

99 %
Manual work hours saved
Automated user movement via banking tool
2 min
Notification dispatch
Email, SMS & push sent to filtered users
Icon

Self-Service CDs

2 min
Saved per CD renewal
For CD renewals done over the phone
90 %
Reduction in manual errors
During CD management by bank staff
Icon

Refer a Friend

75 %
Lower acquisition cost
Through referrals
115 %
Higher lifetime value
From referred users
Case Studies

Real results from banks and credit unions

See how they are using our solutions to transform their operations and drive growth

How a midwestern regional bank automated customer segmentation

Learn how a regional bank automated their customer segmentation and engagement, reducing manual work.

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How a washington, D.C. area bank boosted deposits

Discover how a D.C. area bank increased deposits and customer satisfaction with self-service.

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How a credit union increased deposits and engagement

See how a credit union increased deposits, opened new accounts, and boosted engagement.

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