Decisions rules-governed platform gives you agility, control and visibility into your payments, banking, AI, and data processes so you can price faster, close faster, and comply without compromise. Decisions orchestrates the systems, rules, workflows, AI agents and people behind financial services operations so you can move at market speed with audit-readiness built in.
Trusted by organizations running complex, high-stakes operations.
reduction of manual work
less manual entry and reconciliation
improvement in audit review time
Proven across banking, lending, mortgage, and investment, Decisions supports the high-impact processes financial institutions rely on every day.
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Real deployments. Documented outcomes. Dig into the problem, the build, and the result.
Shift4’s aspirations for global expansion couldn’t be achieved unless they refocused their time and energy on repairing the backend applications to eliminate large manual lifts.
Automate and orchestrate financial services processes or build an application no vendor ships out of the box. If you can define it, you can build it here.
Give business and technical teams a faster way to update rules, workflows, and approvals as products, policies, and requirements shift.
Standardize decisions, enforce controls, and maintain audit-ready visibility across processes from intake to resolution.
“By leveraging the Decisions platform our organization is able to compete in an ever-changing technology world at the speed of business, meaning we can now launch products faster, stay in front of or at parity with regulations, and meet customer expectations…allowing us to spend less money, time, and energy on technology challenges.”
MidFirst Bank
Decisions automates the rules, reviews, and AI behind financial work—loan origination, KYC, fraud, compliance, mortgage—running across the systems your institution already uses or in new applications you choose to build on the platform.
Core banking and LOS platforms are systems of record—they store data and process transactions. Decisions sits above them, driving the credit decisions, compliance reviews, and approval chains those systems don’t handle.
From customer-facing processes to internal operations, Decisions helps financial teams move faster, adapt quickly, and stay in control across changing demands.
By integrating Decisions AI-driven automation, Fire Recovery has drastically improved the efficiency of its invoicing operations.
With powerhouse automated workflows, Kaiser Permanente has gained full control and visibility into four of their most critical business processes.
MidFirst Bank used the rules engine, workflow manager, and interface designer in the Decisions no-code automation platform to write a loan processing application.
Thanks to Process Intelligence, AFN was able to better understand its workforce and how they could possibly better distribute this workforce to improve time and cost metrics.
The implementation of Decisions led to a significant reduction in processing time, transforming the loan application process from a matter of weeks to just a few hours.
Build, deploy, and coordinate AI and agent-driven actions inside governed financial processes—not as disconnected experiments.
Integrate with core platforms, servicing systems, CRMs, data sources, and third-party providers so workflows, decisions, and data move together.
Yes. It integrates with core banking, LOS, LMS, mortgage platforms, CRM, third-party systems, and proprietary tools.
Every rule and decision is auditable by design. Compliance teams update policy in minutes, with full version history regulators can read.
AI agents don’t run unchecked. Credit, fraud, and KYC models operate inside governed workflows—with human approvals, policy guardrails, and a full decision log behind every action.
