Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Ascent streamlines and simplifies any and all product applications and forms across the FI without disrupting your existing systems and processes!

Ascent replaces the patchwork of full-stack product applications, static online forms, and PDFs with intelligent forms featuring pre-filled data, optional pre-screening rules and logic, and collaborative document collection. Most importantly, it learns from every interaction and uses those learnings to make subsequent experiences more contextual, with fewer questions for customers and less work for bankers.

How they describe their product/innovation: Ascent will showcase both the ease of deploying beautiful applications and forms, and also how the customer experience improves as the platform learns from each interaction.

After opening a new checking account, our “customer” returns at a later time to apply for a credit card and then returns once more to apply for a card limit increase. This simple example shows how quickly Ascent builds a holistic view of the customer, thereby making each experience better than the last, reducing abandonment, improving cross-sell, and growing loyalty.

Product distribution strategy: Direct to Business (B2B)

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Glen Fossella (Head of Customer), glen@ascentplatform.io, 617-335-2181
Press: Glen Fossella (Head of Customer), glen@ascentplatform.io, 617-335-2181