Banks, credit unions & fintech

Compliance teams, operations leaders, and lenders are under pressure to do more with less — and to show examiners exactly how decisions were made. Mark spent five years leading product and engineering for an AI-driven SaaS platform serving banks and credit unions. We build AI that supports agreement oversight, control testing, evidence review, and member/customer operations with human sign-off and audit-ready records at every step.

• Agreement and obligation tracking
• Compliance evidence review and control testing support
• Document-heavy operations (loan, account, vendor files)
• AI policies, model/vendor risk review, and board-ready AI plans