Platform Overview

Ascent is the execution layer for modern financial institutions.

Why Ascent is Different

Most banking platforms optimize individual processes. Ascent connects them.

Instead of creating another silo, Ascent brings together data that already exists across your institution and keeps it connected over time. Information is captured once, trusted everywhere, and reused across onboarding, lending, servicing, compliance, and growth.

The result is not just better visibility, but better execution. Work moves forward without re-keying, handoffs, or guesswork.

Insight isn't the end. Execution is.

Ascent

Where Institutions Start

Institutions do not deploy Ascent all at once. They start where friction exists.

Each starting point creates immediate value and establishes shared data that can be reused as the platform expands.

Teams see progress quickly without needing to redesign everything upfront.

Explore a few common starting points.

Each one becomes a foundation for what comes next.

Start with one workflow. 
A document request captures data once and turns it into a shared asset.
One workflow captures data. 
Every downstream workflow benefits.
Data accumulates. 
Understanding deepens.
New workflows become obvious.
Connected workflows compound value. 
Each step builds on the last. 
New products without starting over.
Understanding a business unlocks more than lending. 
Treasury follows naturally.
Start with the thing that's frustrating you most. 
Everything else builds from there.

How the Platform Grows

Data collected in one process becomes available everywhere else. The same shared context supports new workflows, new products, and new automation without rebuilding integrations each time.

This is what turns Ascent from a starting point into a platform.

Ascent is designed so that value compounds as the platform grows. Growth strengthens the platform and makes it even more powerful.

FlowsFlows

Business and Consumer

One platform. Many expressions.

Lending, applications, servicing, reviews, and renewals are different expressions of unifed data in one platform.

What Comes Next

One platform. Built to grow.

Teams start small, go live quickly, and expand flows over time without disruption or rip-and-replace.

Business Account Opening

AI That Can Actually Act

AI only works when it has context.

Because Ascent maintains shared context across systems and over time, AI operates on the full relationship, not inside individual silos. That makes it useful, trusted, and actionable.

AI in Ascent does not replace judgment. It helps teams prioritize work, surface what matters, and move execution forward with confidence.

AI
Unifying data and turning it into action

We unify data from the systems you already use into a single, shared view of each customer/member and business. From that shared context, insights emerge and work begins automatically.

Syncing systems for seamless workflows

Ascent does not replace your core, LOS, CRM, or servicing systems. It connects them, resolves context, and allows workflows to run end to end across teams, products, and channels.

Ascent is well positioned to sit on top of the systems we have, automate many of our manual processes, and augment the member experience.
We're all in on Ascent as an investor, advisor, and a client.
Ascent is positioned to capitalize on increased data accessibility in financial services, and manage and control workflows within and across institutions.
This is a truly differentiated approach and I've enjoyed contributing to Ascent's development and seeing the impact on their early clients.