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By Institution Type

Banks
Credit Unions
Outsourced Processors
Alternative Lenders

By Function

IT Operations
Information Security
Risk & Compliance
Lending & Loan Operations

Solutions

IT Operations

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Core Batch Processing

ACH, nightly processing, transaction posting

Automation Without IT Tickets

Departments trigger workflows on their own

File Movement Across Your Institution

Payments, lending, infrastructure, and more

Identity & Access Management

Powered by Permission Assist

Centralized Access Visibility

One view of every user and entitlement across core, Active Directory, and SaaS

Role Governance & Access Standards

New-hire, promotions, and termination workflows — automated and audit-ready

Examiner-Ready Traceability

Every access change logged and reportable

Lending

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Indirect Auto

Dealer jacket verification, contract validation, exception-based funding

Compliance

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HMDA Validation

LAR integrity, multi-system reconciliation, exam-ready proof

CRA & Fair Lending

Eligibility confidence, CDL credit, judgment support

Support

Services & Support
Community

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Events
Webinars

Resources

Demo Videos
Guides & Insights
Integrations

By Institution Type
By Function
IT Operations

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Identity & Access Management

Powered by Permission Assist
Lending

Powered by Encapture
- Indirect Auto Dealer jacket verification, contract validation, exception-based funding
Compliance

Powered by Encapture
- HMDA Validation LAR integrity, multi-system reconciliation, exam-ready proof
- CRA & Fair Lending Eligibility confidence, CDL credit, judgment support
Support
- Services & Support
- Community
Connect
- Events
- Webinars
Resources

Talk to an Expert

Entra ID identity and permission data is read via API for access reviews and audit reporting. Available in Permission Assist.

Automation and Orchestration Built for Banking

WHO WE SERVE

Banks
Credit Unions
Outsourced Processors
Alternative Lenders

HOW WE HELP

IT Operations
Information Security
Risk & Compliance
Lending & Loan Operations

ENGAGE

Services & Support
Community
Events
Webinars
Resources

ABOUT

About Us
Careers
Case Studies
Contact Us

WHO WE SERVE

Banks
Credit Unions
Outsourced Processors
Alternative Lenders
By Function

HOW WE HELP

IT OPERATIONS
IDENTITY & ACCESS MANAGEMENT
LENDING & COMPLIANCE

ENGAGE

Services & Support
Community
Events
Webinars
Resources
- Demo Videos
- Guides & Insights

ABOUT

About Us
Careers
Case Studies
Contact Us

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