DASO.AI
Pilot Program

Practical Automation for Credit Unions

Your edge is personal service. You can't deliver it if your team is doing work that technology should handle.

40–60%
of staff time lost to back-office tasks
~10 wks
from kickoff to measurable results
$10K
typical starting point per pilot
Start Your Pilot

How It Works

We don't ask you to rethink your operations. We start by identifying one high-friction workflow and automate it.

Weeks 1–2

Discovery

Map your highest-friction workflow and define success metrics.

Weeks 3–6

Build

Configure and deploy the automation against your real environment.

Weeks 7–10

Pilot

Go live with full measurement. Track time saved and error reduction.

Weeks 11–12

Expand

Review results and scope other automation candidates.

The goal isn't a demo. It's a live, measured result you can put in front of your board.

Where Credit Unions Start

The most common high-impact starting points. The right one depends on where the manual effort is greatest — and that's the first thing we figure out together.

New Member Onboarding

Eliminate manual checklist tracking and document follow-up. Deliver a faster, more consistent first impression.

CIP / KYC / OFAC Prep

Automate data gathering across systems so your compliance team spends time on decisions, not data collection.

Loan Document Review

Flag missing or incomplete documents automatically, cutting the back-and-forth that slows closings.

BSA / AML Case Prep

Give analysts a complete, assembled case file instead of hours of manual compilation before they can even begin.

Fraud & Dispute Intake

Accelerate urgent case handling by automating initial data gathering so investigations start immediately.

Collections Case Prep

Reduce manual prep time so your team reaches members sooner and manages delinquency more effectively.

Why DASO.AI

Built for credit unions: not adapted from a generic enterprise tool.
CUSO-aligned: structured to fit cooperative governance and procurement standards.
Deep operational expertise: lending, compliance, BSA, fraud — we know the work.
Custom-built orchestration platform: full visibility into every automated workflow, always.
Straight-up ROI focus: we define success metrics from the beginning and measure against them.
Low entry point: pilots start at ~$10K. Most pay for themselves within one quarter.

Ready to See Where the Time Is Going?

In a 30-minute call, we identify your highest-impact workflow and outline a focused pilot — no commitment required.

No commitment required

DASO.AI is purpose-built for the credit union industry. All pilots include a defined scope, agreed-upon success metrics, and a structured results review at completion.

[email protected]www.daso.ai