Project 1

What we believe in

In banking, the best systems are measurable, controlled, and adopted—AI included.

What we are best at

Quick Outcomes

Lower risk faster

Improve detection and decisioning with better data + models.

Faster service

Give frontline staff instant, policy-aligned answers.

More throughput

Automate back-office work and reduce handoffs.

Better planning

Improve forecasting with cleaner inputs and smarter models.

Who We Help

Community banks, credit unions, and smaller regional institutions that want:

more operational capacity without hiring
stronger controls and fewer errors
faster, more consistent customer service
practical AI that aligns with compliance and risk expectations

You don’t need more tools.
You need a system that makes your tools work.

What We Build

Your Bank Operating System (with AI where it counts)

A practical operating system that increases throughput and consistency from Intake → Settlement.

Business Foundation

Strategy
Priorities
Financial Model
Operating Scorecard

Workflow System

Standard Work
Handoffs
Exception Paths
Ownership Rules

Tooling Deployment

Intake → Sign
Case Progression
Demand / Settlement Pipeline
Visibility + Accountability

What Gets Delivered

Business foundation

Strategy, priorities, and operating scorecard
Capacity plan (who does what at what volume)
Financial model (cost per signed case, staffing leverage, profit drivers, cashflow timing)

Workflow design

Maps, handoffs, “next action” rules, standards

Role clarity + training

SOPs, playbooks, onboarding, coaching so execution sticks

Tooling selection + deployment

We help choose, configure, and roll out the right stack (or optimize what you already have)

Automation + AI assist

Reduce busywork, improve consistency, and cut cycle time

Dashboards + cadence

Weekly KPIs, pipeline visibility, accountability that lasts

Tools don’t fix chaos—workflow + adoption do.
We do both.

How We Work

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Assessment → Phased Implementation Plan

We assess what’s slowing signing and settlement—and produce a staged plan built around measurable outcomes.

What We Assess

Workflow reality (intake → progression → demand/settlement)
Roles, handoffs, and “where work gets stuck”
Tools and adoption (what’s working, what isn’t)
Metrics + financial model (capacity, unit economics, profit drivers)

What You Get

A prioritized phased roadmap (Phase 1, 2, 3…)
Clear outcomes + KPIs for each phase
Tooling recommendations (keep / improve / replace)
Effort, sequencing, and change plan

Implement Each Phase

We execute the roadmap one phase at a time—so you get results quickly without overwhelming the team.

Each phase typically includes

Workflow design + standards (SOPs, templates, checklists)
Tooling selection / configuration / deployment (as needed)
Automation + AI assist (where safe and useful)
Training + coaching for adoption
Dashboards + weekly operating cadence

Start with the constraint,
prove value,
then scale.

DESCRIPTION

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast.

When

January 2017

Who

Jason Davis, John Anderson, Mirco Cattabriga, Aaron Jones, Amanda Johnson, Steve McQueen

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean. A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which roasted parts of sentences fly into your mouth.
‍
Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean. Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean. A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which roasted parts of sentences fly into your mouth.
‍
Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.