Discover, Analyze,
Supervise & Optimize
A managed automation intelligence platform, purpose-built for credit unions and community banks.
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The 7-Step Journey
Process Qualification
Identify and score automation candidates
Operational Discovery
Deep-dive into workflows and bottlenecks
Manual Assumption
DASO takes over processes manually first
Automation Build-Out
Custom AI agents built for your workflows
Monitored Operations
Supervised automation with human oversight
Full Automation
End-to-end autonomous processing
AI Augmentation
Continuous learning and optimization
What We Automate
Contact Center
Automate call routing, member verification, ticket creation, and follow-up workflows.
Member Onboarding
Digital-first account opening with automated KYC, document verification, and provisioning.
Compliance & BSA/AML
AI-powered monitoring, suspicious activity detection, CTR filing, and case management.
Loan Processing
Streamline document collection, credit checks, and decision routing — 70% faster.
Back-Office Operations
Automate ACH, wire transfers, account maintenance, and GL reconciliation.
Financial Guardian
AI-powered monitoring to protect elderly members from financial exploitation.
Ready to See DASO in Action?
Book a 30-minute discovery call and get a personalized automation roadmap.
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