Insight
See, certify, report
Connect systems with drag-and-drop ingestion. Get one clear, current view of who has access to what, with history. Run user access and entitlement reviews, and produce reporting that examiners accept.
Provision is a single identity and access management platform for credit unions and community banks. It comes in three tiers, so you can match it to where you are today and move up without a new build.
Start with the problem in front of you. Add policy when you are ready to govern by role. Add automation when connector coverage makes it worth it. You never start over.
See, certify, report
Connect systems with drag-and-drop ingestion. Get one clear, current view of who has access to what, with history. Run user access and entitlement reviews, and produce reporting that examiners accept.
Set policy once
Everything in Insight, plus a role-based access policy you set and manage once. That policy drives RBAC-based reviews across identities and entitlements, plus onboarding and offboarding, delivered as tasks your team completes with proof.
Close the loop
Everything in Govern, plus automated execution. Provision grants and revokes access automatically across your connected systems the moment policy or status changes, and governs the rest through the same guided tasks.
You do not have to climb every tier. A smaller institution can stay on Insight for years. A larger one can start at Automate on day one. All three are the same platform, and you move up in place.
Access lives in spreadsheets. Reviews are email chains. Audit prep is a fire drill.
Connect systems with drag-and-drop ingestion. Get one clear, current view of who has access to what, with history. Run user access and entitlement reviews, and produce reporting that examiners accept.
Everything in Insight, plus a role-based access policy you set and manage once. That policy drives RBAC-based reviews across identities and entitlements, plus onboarding and offboarding, delivered to your team as tasks and recorded with proof.
Everything in Govern, plus automated execution. Provision grants and revokes access automatically across your connected systems the moment policy or status changes, and governs the rest through the same guided tasks.
Insight ingests each system by drag-and-drop. Govern runs reviews and lifecycle tasks across every system. Automate executes changes automatically across your connected systems and governs the rest through guided tasks. Your connector coverage determines how much runs hands-off, and it expands over time.
Move up a tier on the platform you already run. Your data, reviewers, and history carry forward.
Every access decision, review, and lifecycle action in one place, ready for internal and external audits.
One partner who knows community financial institutions end to end, from your core systems to your examiners.
We will map it with you. Twenty minutes is usually enough, then we show you the shortest path to a defensible access program.