The industry's first agentic-AI platform for community FIs—unifying SMS, video, voice, chat, and co-browsing with FFIEC-compliant archiving—trusted by 750+ community FIs.
Founded: 2016
Headquarters: Santa Clara, CA, USA
Ownership: Private (K1-backed)
Funding / valuation: ~$25M+ Series A (2022)
Serves: Both — community focus — Community (750+ FIs)
Notable customers: 750+ community FIs
Core integrations: Jack Henry (Symitar, SilverLake), Fiserv, FIS, DNA, Episys
Capabilities: Voice+ (CCaaS); Text Messaging; Secure Chat; Video Banking; Video Verify; Appointment Management
Compliance watch-outs
High-velocity SMS, WhatsApp, and chat carry TCPA consent, Reg E timing, and state-licensing obligations that benefit from added review.
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