For Core-Connected Institutions

The agentic layer
your core never built.

Priage connects directly to the core banking systems community banks and credit unions actually run — Symitar, DNA, Corelation, FIS — and adds agentic AI for lending, servicing, and fraud workflows. No core conversion, no rip-and-replace, and no record ever leaves your compliance boundary.

Your core stays your system of record. Priage never touches the ledger directly.
Institution LedgerEvery install
Deployment model Private, in-core
Member/account data residency 100% in-environment
Regulatory alignment GLBA · NCUA · FFIEC
Core integrations Symitar · DNA · Corelation · FIS
Deep, not just wide

Real support for the cores you run — not a hundred thin ones.

Most AI vendors list "100+ core integrations" as a feature. In practice that usually means a thin, generic connector. Priage takes the opposite approach: real support for the transaction codes, teller workflows, and loan servicing operations the cores community banks and credit unions actually run process every day — not a lowest-common-denominator abstraction stretched across systems it barely touches.

What "100+ integrations" usually means

  • A generic connector built for the lowest common denominator across cores
  • Core-specific workflows — holds, teller codes, loan servicing — unsupported or bolted on later
  • A professional-services project to reach what you actually needed on day one
  • Your core admin becomes the de facto integration team

What real core support means

  • Built against your core's own APIs, not a generic abstraction layer
  • Native support for teller transactions, holds, and loan servicing codes
  • Your core remains your system of record — no conversion required
  • Your core admin reviews a configuration, not a migration plan
Deploys inside the cores you already run
Jack Henry Symitar Fiserv DNA Corelation CU*Answers FIS
Who this is built for

The specific roles inside your institution.

Not "financial services" as an abstraction — the actual people who'd use this day to day, the specialists who'd oversee it, and the executives who'd sponsor it.

Frontline
Member Service Rep / Teller
Core banking system Secure messaging
Loan Officer
Loan origination system Core banking system
Loan Processor
Loan origination system Core banking system
New Accounts Specialist
Core banking system CIP / KYC verification
Specialist
Credit Risk Analyst
Rules engine Core banking system
BSA / AML Compliance Analyst
AML monitoring platform Case management
Fraud Analyst
Rules engine Fraud case management
Core System Administrator
Core banking system
Executives
Executive Sponsors
Chief Risk Officer · Chief Compliance Officer · Chief Operating Officer · VP of Member Experience · Chief Information Security Officer
Regulatory reporting system Core banking system
Real workflows, real results

8 use cases across lending, deposits, payments, and compliance.

Hover to see how each workflow executes and the ROI impact.

Loan Payoff Quote

Shipped
Rep: "What's my payoff on loan 38908?"
System calculates current balance with interest. <30 sec vs 5-10 min. Zero manual work, full audit trail.
⏱️ <30 sec | 📋 Zero manual | ✅ Audit trail

Account Opening

Shipped
Member: "Open a checking account"
Verifies identity, KYC, sanctions screening, generates account, activates instantly. 2-3 min vs 15-20 min.
⏱️ 2-3 min | 💰 $15-25/acct | 📈 5-10x faster

Loan Origination

Shipped
Member: "Apply for $35K auto loan"
Verifies, pulls credit, runs decisioning, calculates terms. 5-10 min vs 2-3 days. Auto-generated terms, no manual work.
⏱️ 5-10 min | 💳 FICO-based APR | 📊 Auto-terms

Transfer Between Accounts

Shipped
Member: "Transfer $1,500 checking to savings"
Verifies, checks limits, screens fraud, posts immediately. <1 min vs 3-5 min. Zero manual review.
⏱️ <1 min | ✅ Fraud detection | 🔄 Auto-post

Wire Transfer Submission

Shipped
Member: "Send $5,000 wire"
Verifies, checks limits, OFAC/sanctions screening, submits. 2-3 min vs 15-30 min. Full compliance audit trail.
⏱️ 2-3 min | 🛡️ Sanctions check | 📋 AML compliant

Transfer Authorization

Shipped
Member: "Setup $1,000 monthly transfer"
Verifies, creates rule, activates automation. 3-5 min setup. Eliminates ongoing manual requests.
⏱️ 3-5 min setup | 💰 Zero per-transaction | 🔁 Automated

AML Alert Triage

Shipped
Analyst: "Triage alert AML-1002"
Detects patterns, drafts SAR if needed. 4-5 min vs 20-30 min. Zero missed SARs, full audit trail.
⏱️ 4-5 min | 📋 SAR auto-drafted | ✅ Zero missed

Try all 8 use cases live in the interactive demo →

Beyond a single agent

Not one agent. An operating system for agents.

Priage isn't a single chatbot bolted onto your core — it's an orchestration layer that any number of purpose-built agents run on top of, all sharing the same core-system adapters, the same compliance guardrails, and the same audit trail.

01
One integration layer, many agents
Every agent — service, risk, compliance, or otherwise — runs through the same core-system adapters, built once for Symitar, DNA, Corelation, and FIS.
02
One compliance boundary, every agent
Every agent inherits the same allow-listed actions, redaction rules, and audit logging — compliance is enforced once at the platform level, not rebuilt per agent.
03
Add a role, not a project
Standing up a new agent — a new service workflow, a new analyst function — is a configuration exercise inside the operating system, not a new integration project.
04
Scales from one workflow to a workforce
Start with a single agent handling one workflow; the same foundation scales to a full roster of role-based agents without re-architecting anything.
The ROI, modeled

What automating routine core-system requests is actually worth.

Two published industry benchmarks anchor this, applied to a worked example sized like a real credit union. Treat the example as a starting model to rebuild with your own numbers, not a promise.

Illustrative ROI Model~$1.5B-asset institution
Avg. cost per member contact (industry benchmark) $6.47
Tier-1 requests AI typically resolves (industry benchmark) 25–45%
Modeled monthly member contacts (illustrative) ~12,000
Modeled annual savings range $233K–$419K/ yr

Cost-per-contact and Tier-1 automation-rate figures are published call-center and AI-support industry benchmarks, applied directionally to a credit union contact center. Monthly contact volume is an illustrative assumption for a $1.5B-asset institution, sized against publicly reported credit unions in that range (e.g. TruMark Financial, KEMBA Financial) for scale only — not data from either institution. Replace the volume and mix with your own for an accurate number.

The adoption problem

Generic GenAI was never built for a regulated core.

Banks and credit unions don't struggle with GenAI because the models aren't good enough. They struggle because the deployment model assumes account data can leave the institution. What that leaves you with:

What generic GenAI costs you

  • Core data has to leave the institution to reach a hosted model
  • Examiners ask questions your vendor's compliance team can't answer
  • Fraud and lending workflows sit outside your existing controls
  • Vendor contracts don't map cleanly to GLBA, NCUA, or FFIEC
  • Integration projects stall for months waiting on core vendor cooperation

What Priage does instead

  • Runs entirely inside your core banking environment
  • Every agent action mapped to GLBA, NCUA, and FFIEC requirements
  • Fraud, lending, and servicing workflows execute inside existing controls
  • Native adapters for the cores you already run
  • Built to pass exam review, not just internal security review
The framework

Agentic AI, scoped to fit inside a regulated core.

Built around the constraint that account and member data never leave the core processing environment you already operate within.

01
Private by architecture
Model inference runs inside your core processing environment, VPC, or on-prem infrastructure — never a shared endpoint outside your perimeter.
02
Compliance-native guardrails
Every agent operates against an explicit, compliance-approved allow-list scoped to GLBA, NCUA, and FFIEC — with account and member data redacted before it ever reaches a model.
03
Core-connected adapters
Native connectors for Symitar, DNA, Corelation, FIS, and the other cores banks and credit unions actually run.
04
Exam-ready audit trail
Every agent decision on a lending, servicing, or fraud workflow is logged and reportable to the standard your examiners expect.
A day in the life

What this looks like for a member service rep.

This is the first workflow we're building toward with design partners — a concrete example of how the pieces work together. Watch it work step by step →

Example interactionIllustrative
Rep asks "Payoff on loan 10293, and can I quote it by phone?"
Priage checks Payoff figure from your core + your phone-quote policy
Priage answers Payoff amount, plus the ID-verification step policy requires
Every step Logged to an immutable audit trail
The bigger picture

An autonomous AI workforce for financial services.

The same operating system that runs a service agent can run role-based agents that take on defined functions inside the institution — not replacing the people who own these roles, but extending what they can cover, with every action still inside your compliance boundary.

RISK
Risk Analyst Agent
Monitors market and macro events and evaluates their impact against existing positions and risk thresholds.
COMPLY
Compliance Analyst Agent
Tracks regulatory changes and flags policies or workflows that may need updating in response.
SEC
Security Consultant Agent
Reviews access patterns and configurations against your institution's security baseline on an ongoing basis.
PROD
Product Analyst Agent
Synthesizes member feedback and usage data into structured input for product and process decisions.
A day in the life

What this looks like for a risk analyst.

An illustrative example of the target workflow — not a claim about a live deployment today. The agent recommends; a human analyst approves before anything is applied.

Example interactionIllustrative
Trigger event Fed rate change or new tariff announcement
Risk Analyst Agent Flags clearing members whose position risk now exceeds updated thresholds
Recommended action Drafts updated margin/position limits for analyst review — not auto-applied
Every step Logged to an immutable audit trail
Compliance, by architecture

Built for the examiner in the room.

Compliance isn't a layer added on top of the framework — it's the boundary the framework is built inside of.

GLBA
Data safeguards
Encryption at rest and in transit, with access controls mapped to your information security program.
NCUA / FFIEC
Exam-ready reporting
Interaction logs and retention schedules formatted for regulatory review, not reconstructed after the fact.
PCI DSS
Card data handling
Sensitive payment and cardholder data kept out of logs and model context entirely.
SOC 2 Type II
Independently audited
Annual third-party audit of security, availability, and confidentiality controls, available under NDA.
Open the conversation

Let's see if Priage fits your institution.

A 30-minute call with our team — no sales deck, just your current core, your compliance constraints, and whether we're actually a fit.