Ascent Platform

Founded 2022

Unify customer data across banking systems to automate lending and account opening workflows

You can use Ascent to unify member and customer data across banking core systems, eliminate manual paperwork, and automate back-office operations. It connects applications, documents, and credit decisions into a single view for financial institutions. Teams can process small business loans, open consumer accounts, handle treasury onboarding, and conduct loan renewals without re-entering data. The system reads incoming documents, flags gaps, routes tasks to appropriate team members, and generates closing paperwork automatically while maintaining audit readiness and keeping human review controls intact.

What Ascent Platform does

Autofill loan applications with existing customer recordsGenerate and distribute loan closing documentsBook finalized loans directly into core banking systemsExtract data from business tax returns and financial statementsRoute flagged applications to underwriters for manual reviewSend automated status updates and document requests to applicantsConnects core banking databases into a single customer profileAutofills loan applications using existing customer informationExtracts and validates data from submitted documents automaticallyGenerates closing documents and sends them for electronic signatureFlags data gaps and emerging customer needs during reviewsRoutes complex loan applications to appropriate loan officersBooks approved loans directly back to the banking core

Frequently asked

Core Banking Systems, TruStage, Jack Henry (Core Banking), Fiserv (Core Banking), FIS (Core Banking), TruStage (Compliance/Insurance), MeridianLink (LOS), DocuSign (E-signature), Plaid (Data Aggregation), Salesforce (CRM)

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