SECURITY FIRST:Built on SOC 2 Type II Certified GCP & LiveKit Infrastructure | GLBA Aligned[Explore Our Security Roadmap →]SECURITY FIRST:Built on SOC 2 Type II Certified GCP & LiveKit Infrastructure | GLBA Aligned[Explore Our Security Roadmap →]SECURITY FIRST:Built on SOC 2 Type II Certified GCP & LiveKit Infrastructure | GLBA Aligned[Explore Our Security Roadmap →]SECURITY FIRST:Built on SOC 2 Type II Certified GCP & LiveKit Infrastructure | GLBA Aligned[Explore Our Security Roadmap →]
90-Day Pilot Program

Low Risk. High Reward.
Execution-Focused.

Overcome "Audit Friction" with our structured 90-day implementation roadmap. We prove the ROI of 24/7 Phygital Applicant Engagement without compromising your institution's security posture.

The 90-Day Roadmap

1
Phase 1: Setup (Days 1-30)

Environment & Training

We establish your secure, logically isolated 'Vault' in GCP. The AI is trained specifically on your public mortgage guidelines, Fannie Mae/Freddie Mac policies, and integrated with our zero-leak DLP engine.

  • Tenant Provisioning
  • Knowledge Base Integration
  • Security Auditing
2
Phase 2: Deployment (Days 31-60)

The Sandbox Strategy

Soft launch the AI assistant in a controlled environment. Applicants can ask general mortgage questions, run scenarios, and interact with the AI without any live PII exposure or backend system integration.

  • Controlled Traffic
  • No Live PII Exposed
  • Initial Analytics
3
Phase 3: Expansion (Days 61-90)

Measurement & ROI

Scale the deployment based on Phase 2 data. We measure lead capture rates, call deflection, and Applicant satisfaction, presenting a clear ROI case for long-term integration.

  • Volume Scaling
  • Performance Review
  • ROI Reporting

The "Sandbox" Strategy

We know that touching live core systems or processing PII requires rigorous auditing. That's why our pilot is designed to operate completely outside your secure perimeter initially.

  • No PII Required

    The AI handles top-of-funnel inquiries—rates, eligibility, and process questions—without ever asking for or needing sensitive Applicant data.

  • Zero Core Integration

    The pilot runs independently of your institutional core. No API access to Applicant data is needed to prove the engagement value.

PUBLIC CLOUD SANDBOX

AI Engine & Public Guidelines

Strict Air-Gap Separation

SECURE BANKING CORE

PII & Account Data

Zero backend integration required. Deploy the AI assistant instantly without touching internal networks.

Clear Success Metrics

24/7
Availability
Instant answers outside business hours.
< 1s
Response Time
Human-like latency in voice and video.
15% - 30%
Lead Capture
Expected increase in mortgage leads.
100%
Compliance
Adherence to configured guardrails.

Is it secure?

We understand that deploying AI in a financial institution requires absolute certainty. Review our comprehensive security architecture designed for Credit Unions and Community Banks.

Review Security & Trust Center