Starch connects to the core systems and digital platforms your institution already runs on, from Fiserv to Jack Henry, Outlook, and your document management tools, and handles context-heavy operations work with custom agents under human oversight. Your team keeps the judgment.
A real morning, from her inbox. The brief on the right is what she opens at 7:45. The lists below describe what she used to do, and what she does now.
Whether your institution runs on Fiserv DNA, Jack Henry Symitar, FIS IBS, nCino, or your document management platform, Starch reads, writes, and acts inside the systems your team already uses.
Pull member records, transaction history, and account data to support compliance, servicing, and reconciliation workflows.
Connect credit union member and loan data to agent workflows that draft, track, and route for human review.
Track loan pipeline status, surface exceptions, and draft servicing communications from live loan data.
Pull documents into compliance and exam prep workflows without manual retrieval across the repository.
Triage member correspondence, draft responses, and route approvals with a full audit trail.
Track signature status on loan documents, member agreements, and board materials with automated follow-up.
Plus accounting, email, drive, e-sign, and 3,000+ more connectors. If your team uses it, Starch connects to it.
Because Starch is connected to your core systems and grounded in your institution's knowledge, it can spot live changes, understand what they mean, and take the next step. Every external action waits for human approval.
SAR and CTR filings require pulling context from transaction data, case notes, and email across multiple systems.
Starch gathers the relevant transaction context, drafts the case narrative, and routes it to your compliance officer for review before filing.
Routine member requests, loan status updates, and document follow-ups pile up across email, the core, and the loan origination system.
Starch tracks open items, drafts responses, and surfaces the ones that need a human decision.
Disputes and exceptions require pulling transaction history, drafting correspondence, and tracking resolution across multiple platforms.
Starch assembles the transaction context, drafts the response, and keeps a traceable log through to resolution.
Daily and period-end reconciliations require manually matching figures across the core, spreadsheets, and accounting systems.
Starch runs the comparison, surfaces the exceptions, and drafts the reconciliation summary for sign-off.
Regulatory exams require pulling documentation, drafting responses to examiner requests, and coordinating across departments under deadline.
Starch organizes the request list, gathers the supporting documentation, and drafts responses ready for leadership review.
Vendor contracts, due diligence reviews, and renewal dates are scattered across email, drives, and spreadsheets.
Starch tracks vendor records, flags upcoming renewals, and drafts the due diligence summaries your team needs to approve.
Monthly board materials require pulling financials, risk metrics, and committee minutes from multiple sources before the deadline.
Starch assembles the packet from your existing materials, with sources linked, ready for final review.
Call report schedules, HMDA filings, and other deadlines are tracked manually with no single source of truth.
Starch monitors filing schedules, tracks completion status, and drafts the prep checklist for each upcoming deadline.
Starch isn't software you log into and configure. Our team builds the agentic operating system around your institution, starting with the two workflows worth automating first.
We sit with each seat on your team and learn the work that actually happens. You don't pick what to automate. We figure it out together.
Our team configures the agentic operating system around your institution: custom apps, your knowledge, your tools, your guardrails.
Weekly reviews with a named human pod. Workflows evolve. So does the system. You never maintain it alone.
Shared context does not mean universal access. The whole team works from the same ground truth, with access scoped to each person's role.
A single Enterprise engagement, tailored to your institution. Flat annual contract. No per-seat charges, no per-task meters.
Community banks and credit unions
Tailored to your institution.
Never. Your data stays in your institution's tenant. We do not train on your member or transaction data, and your data is not shared across institutions.
Each institution runs in a single-tenant environment. Every agent action is logged with a full audit trail. External actions, including sending emails or updating records in your core, require human approval before execution. You own your data and can export it at any time. No compliance certifications are claimed; your team retains oversight at every step.
We start with two workflows and expand from there. Most institutions see the first two live within a few weeks. We map the exact timeline when we scope your build.
Tell us about your team. We'll get back within one business day.