Focused go-to-market approach for rapid revenue growth with minimal FTE
As a component-based solution with limited resources and heavy AI leverage, we must be highly targeted in our approach to deliver revenue quickly. Our strategy focuses on integrations that can scale without adding headcount.
Traditional B2B component integration into established financial technology platforms. These partnerships allow us to become a feature within existing systems, leveraging partner distribution for scale.
COMMITTED - 87 clients
In negotiation
Near-standalone capability through deep Microsoft Office integration. Every bank and credit union uses Microsoft Office, providing universal market coverage for specific use cases.
Banks and credit unions with sufficient scale and technical resources to perform their own integrations. Requires minimum revenue threshold to justify resource allocation.
Direct enterprise engagements must meet this threshold to justify development and support resources
Automated verification of conditional approval requirements. Reads and validates customer-provided documentation to clear loan stipulations.
Reviews originated consumer loans for regulatory compliance and policy adherence. Ideal for post-close workflows across platforms.
Reviews credit memorandums and validates agreement between credit memos and legal documentation.
Automates federal CTR requirements. Applies to every US bank and credit union, typically handled manually today.
Summarizes SOC 2 reports for efficient review by risk and IT teams. Universal applicability across all FIs.
Bespoke model development available only for enterprise clients meeting minimum revenue threshold.
Maximize reach through pre-recorded, model-specific demonstrations that can be distributed without live presence. Since we're replacing reading, not features, demonstrations focus on time savings rather than functionality comparisons.
Address AI concerns proactively through comprehensive trust center covering safety, compliance, hallucination prevention, and architectural security.
Deploy stipulation clearance model to 87 committed clients for immediate revenue
Complete partnership negotiations to double our addressable market
Perfect Currency Transaction Report model for universal market appeal
Last updated: July 2025