Ascent Platform

About Ascent Platform

Ascent is a Point-of-Sale platform that streamlines product applications and forms for credit unions and community banks by utilizing a no-code builder and prefilled data from third-party sources. This solution addresses the fragmented customer experience and lengthy deployment times associated with traditional fintech solutions, enabling institutions to modernize their processes without disrupting existing systems.

```xml <problem> Financial institutions often struggle with fragmented customer experiences and lengthy deployment times when implementing new fintech solutions for product applications and forms. Traditional approaches can disrupt existing systems and workflows, leading to inefficiencies and increased costs. </problem> <solution> Ascent provides a Point-of-Sale (POS) platform designed to streamline and simplify product applications and forms for credit unions and community banks. The platform utilizes a no-code builder and prefilled data from third-party sources, such as QuickBooks, Experian, IRS, and Plaid, to create a consistent experience across all digital touchpoints. Ascent automates workflows, enhances data collection, and automates decisioning, enabling institutions to modernize their processes without disrupting existing systems. The platform's intelligent forms adapt to each user, providing a personalized experience and optimizing offerings based on user behavior and preferences. </solution> <features> - No-code builder with pre-built templates for rapid deployment across various applications and forms - Prefilled data capabilities using integrations with third-party sources (QuickBooks, Experian, IRS, Plaid) - Intelligent forms that adapt to each user, creating a personalized experience - Automated data collection tools for seamless document uploads and data refreshing - Dynamic criteria for automated decisioning, pre-qualification, and auto-scoring - Data streams and feeds for real-time monitoring and proactive customer support - Customizable components for developing any application, form, or document - Integration with existing core systems and LOSs </features> <target_audience> Ascent primarily targets credit unions and community banks seeking to modernize their product application processes and improve customer experience. </target_audience> ```

What does Ascent Platform do?

Ascent is a Point-of-Sale platform that streamlines product applications and forms for credit unions and community banks by utilizing a no-code builder and prefilled data from third-party sources. This solution addresses the fragmented customer experience and lengthy deployment times associated with traditional fintech solutions, enabling institutions to modernize their processes without disrupting existing systems.

Where is Ascent Platform located?

Ascent Platform is based in East New York, United States.

When was Ascent Platform founded?

Ascent Platform was founded in 2022.

How much funding has Ascent Platform raised?

Ascent Platform has raised 5300000.

Location
East New York, United States
Founded
2022
Funding
5300000
Employees
22 employees
Major Investors
Reseda Group, TruStage Ventures

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Ascent Platform

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Executive Summary

Ascent is a Point-of-Sale platform that streamlines product applications and forms for credit unions and community banks by utilizing a no-code builder and prefilled data from third-party sources. This solution addresses the fragmented customer experience and lengthy deployment times associated with traditional fintech solutions, enabling institutions to modernize their processes without disrupting existing systems.

ascentplatform.io1K+
cb
Crunchbase
Founded 2022East New York, United States

Funding

$

Estimated Funding

$5M+

Major Investors

Reseda Group, TruStage Ventures

Team (20+)

No team information available.

Company Description

Problem

Financial institutions often struggle with fragmented customer experiences and lengthy deployment times when implementing new fintech solutions for product applications and forms. Traditional approaches can disrupt existing systems and workflows, leading to inefficiencies and increased costs.

Solution

Ascent provides a Point-of-Sale (POS) platform designed to streamline and simplify product applications and forms for credit unions and community banks. The platform utilizes a no-code builder and prefilled data from third-party sources, such as QuickBooks, Experian, IRS, and Plaid, to create a consistent experience across all digital touchpoints. Ascent automates workflows, enhances data collection, and automates decisioning, enabling institutions to modernize their processes without disrupting existing systems. The platform's intelligent forms adapt to each user, providing a personalized experience and optimizing offerings based on user behavior and preferences.

Features

No-code builder with pre-built templates for rapid deployment across various applications and forms

Prefilled data capabilities using integrations with third-party sources (QuickBooks, Experian, IRS, Plaid)

Intelligent forms that adapt to each user, creating a personalized experience

Automated data collection tools for seamless document uploads and data refreshing

Dynamic criteria for automated decisioning, pre-qualification, and auto-scoring

Data streams and feeds for real-time monitoring and proactive customer support

Customizable components for developing any application, form, or document

Integration with existing core systems and LOSs

Target Audience

Ascent primarily targets credit unions and community banks seeking to modernize their product application processes and improve customer experience.

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