Automation that knows when to ask.
QuickStudio is the AI workflow automation platform built for credit unions. Routine, well-defined tasks execute automatically. Anything crossing a rule routes to a human first. On infrastructure you control.
| Action | Rule applied | Status |
|---|---|---|
| Member onboarding — ID verification Application #A-2291 |
Identity confirmed | Auto-executed |
| Loan file — document pre-fill File #L-1187 |
Required document missing | Routed to human |
| Member service triage — inquiry Ticket #T-8842 |
Recognized inquiry type | Auto-classified & drafted |
| Compliance documentation — filing Filing #C-4471 |
Always escalate before filing | Routed to human |
The front door got automated. The back office didn't.
Member and customer-facing digital account opening has been automated by fintech vendors for years. What remains almost entirely manual is the back-office middle.
"A credit union runs a core plus a dozen systems that were never built to talk to each other. The gaps between them are filled by staff — re-keying data, chasing documents, reconciling mismatches. QuickStudio automates that manual middle, on top of whatever core you already run."
Automation on your terms
QuickStudio runs on top of the core, digital banking, and card systems you already use and decides what to do with a simple rule: always execute, or always escalate to a human first. You set the rules, so nothing is guessing.
Core-agnostic Integrations
Works with whatever core banking system the institution already runs, and other digital banking, and card processing platforms.
Drag-and-drop builder
Design every automation visually and keep full control of how it's built — set your own rules, branch conditions, and approval steps. Connect it all with 100+ ready-made plugins for your core and other popular platforms.
Rule-based routing
Some action types are rules-always-execute; others are rules-always-escalate. Every action follows a defined rule, never a guess.
Full audit trail
Every action is logged with the rule that triggered it, giving compliance teams a complete record of what happened and why.
Named human approval
A named human reviews any action a rule escalates. The rule decides who sees it; the human decides what happens.
A ruleset you can show, not a black box
Full visibility into which rule fired, what data went in, and who approved what happened — the actual routing table, not a claim to interpret model internals.
Where most credit unions start
A sample of what’s possible — not the limit. Any repeatable, rule-based process is a candidate. Most automations are projected to go live within days and return measurable value within 90 days, without a months-long implementation project.
Member & business onboarding
Standard fields auto-fill from submitted documents. An identity-verification mismatch routes the file to a human before it proceeds — especially strong for business-account and high-risk onboarding with Enhanced Due Diligence requirements.
Loan processing
Auto-extracts and pre-fills the loan file from submitted documents. Routes to a human the moment extracted data conflicts with existing records, or a required document is missing.
Cross-system orchestration
Automating handoffs between the core banking system, digital banking platform, and card processing systems that don't natively integrate.
Compliance documentation
Filings are prepared automatically, but every one routes to a compliance officer before it goes out — by rule, every time, not based on a confidence score.
Member service triage
Auto-classifies and drafts responses for recognized inquiry types. Anything outside the configured categories — or flagged as a dispute — routes to a human before it reaches a member.
Compliance monitoring
Watching for regulatory and rate changes on external agency systems. On the roadmap — not yet a shipping capability.
Institutions running QuickStudio
Financial institutions putting QuickStudio automation into production.
Built for regulated environments, by design
QuickStudio deploys on-premise or on your own cloud infrastructure only. There is no multi-tenant public-cloud SaaS offering — a deliberate choice for regulated buyers, not a limitation.
Your infrastructure, your call
Deploys on-premise or on your own cloud: AWS, Azure, or GCP. You own and control the environment, the data, and the runtime. No shared infrastructure, no vendor lock-in.
Your data, Your control
Your data never leaves your own environment. Every automation runs and resolves entirely inside your perimeter, with full audit records stored locally under your control.
QuickStudio sits at the center as an orchestration layer, connecting and automating the systems your credit union already runs, entirely inside your infrastructure.
Get QuickStudio built around your workflows
We're taking on a small number of credit unions as design partners — institutions that want automation shaped around how they actually operate, not a one-size-fits-all rollout. It's the earliest and most hands-on way to put QuickStudio to work inside your institution.