Deposit-gathering solutions for banks and credit unions

Banks and credit unions are at the core of the financial ecosystem, serving the complex needs of retail and commercial clients across every industry sector.

We help financial institutions compete on technological capabilities and service differentiation to grow deposits by offering digital solutions that automate complex contracts, securely segregate funds, and facilitate seamless payments between parties.

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CORE FEATURES

Less operational burden while increasing revenue

We replace legacy processes and manual spreadsheets with a streamlined, automated solution—designed to boost efficiency, cut costs, and unlock new revenue opportunities.

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Treasury management

Treasury management features to support contract fulfillment and escrow payments from within the business banking portal.

Virtual accounts

Virtual accounts to easily separate and track funds across multiple projects within a single master corporate account.

Real-time reconciliation

Real-time reconciliation of deposits and payments with intelligent human-escalation logic.

Fraud monitoring

Adaptive fraud monitoring  and alerting rules ensure funds remain safe.

Challenges we help solve

We automate contractual payments so your customers can focus on winning business, instead of wrangling spreadsheets.

CRE Platforms

Provide commercial real estate clients with a unified platform  to centralize documentation, automate funding flows, and accelerate closings.

Legal Matters

Help law firms segregate case-related transactions—including legal fees, court costs, and client settlements—ensuring compliance while streamlining financial reporting.

Purpose Loans

Automate milestone-based contractor disbursements from home improvement loans to reduce portfolio risk while your borrowers focus on enjoying their upgrades.

Asset Cashflows

Equip family offices and asset managers with precise tools to track income across diverse assets and investment vehicles to automate collections and multi-party distributions.

What you get

A modern technology platform with competitive features and customer relevancy.

Automated payments

Automate payment issuance as stipulated by commercial agreements or escrow contracts.

Dynamic workflows

Workflows and dynamic routing rules for managing complex funding inflows and payouts.

Scalability

A flexible platform that scales to accommodate any client volume and use case complexity.

Compliance monitoring

Built in compliance monitoring, granular user permissions, security configurations, and comprehensive audit logging.

Why us?

We specialize in digitizing contractual payments to simplify transactions of any size and complexity.

Improve client retention

Attract new accounts and grow revenue

Provide unique features that set you apart

Focus on your clients, not software logistics

Frequently asked questions

Are customers able to access these functions from their banking portal?

Yes, we integrate directly with your current banking portal or offer a separate white-label portal for tracking contractual payments.

Do you support multi-party drafts and payout logic?

Absolutely. The clients can set up fund routing rules across multiple providers, agents, etc.

Is the platform offered under our brand or yours?

We are flexible and can offer multiple options to launch your products.

How do customers interact with this platform?

Your customers authenticate into your bank portal using their access credentials and access contract management and payment tracking features based on their assigned security permissions.

Is transaction size or volume a consideration?

Our clients processed millions of on-platform transactions totalling over $2B USD in 2024 alone. We built our technology for scale and look forward to working with you to launch modern contractual payment processing solutions that improve the lives of your customers.

Get in touch

Book a discovery call to learn how our products create new revenue streams and elevate consumer trust.

Discover how escrow payments fits into your business strategy

Identify ways to improve conversion, retention, and revenue

Discuss applicable compliance and regulatory frameworks

Dive into integration options with your existing tech stack

We’re looking forward to hearing from you.