Ascent Platform is a software solution designed to streamline and simplify digital product applications and forms for financial institutions, such as banks and credit unions. Ascent Platform replaces traditional, fragmented methods—like static web forms and PDFs—with intelligent, modern forms that integrate seamlessly with existing systems.
The platform provides no-code tools that allow institutions to rapidly build, configure, and deploy digital applications and forms, often going live within two weeks. Ascent’s forms can pre-fill fields using third-party data providers (including Plaid and QuickBooks), guide workflows with optional prescreening, and handle document collection efficiently. All collected data flows directly into institutional systems of record (such as loan origination systems and core banking platforms), supporting faster and more accurate processing.
A key differentiator for Ascent Platform is its ability to learn from each customer interaction. The system reuses previously gathered information to minimize redundant questions, making future applications even quicker and easier for end users. By consolidating the application process and reducing the number of disparate vendors, Ascent helps institutions gain greater control, improve security, and reduce operational overhead.
Who uses Ascent Platform?
Ascent Platform primarily serves banks and credit unions seeking to modernize and automate their digital application processes. Notable customers include Michigan State University FCU, Commercial Alliance, Reseda, Grand Bank, Trustage, Alloy Labs, First Bank, and Grasshopper. These organizations leverage Ascent to improve customer experiences, reduce application abandonment, and simplify the integration of new products.
How was Ascent Platform started?
Ascent Platform was founded by a team with deep expertise in financial services, digital transformation, and customer experience. The founding team includes:
- Ben Maxim (Chief Digital Strategy & Innovation Officer, MSUFCU)
- Kevin Porter (25 years’ experience in digital transformation)
- Kirk Kordeleski (over 40 years in the credit union sector)
- Robert Davis (mortgage industry expert)
- Bryan Clagett (community banking and credit union specialist)
- Glen Fossella (Head of Customer)
Their combined backgrounds in banking, credit unions, mortgage, and digital strategy inform the platform’s focus on ease of use, security, and rapid deployment. More details about their leadership and mission can be found on their About page.
What makes Ascent Platform different?
- No-code, rapid deployment: Institutions can launch their first application or form in production in about two weeks using pre-built templates.
- Intelligent data integration: Pre-filling forms with third-party data sources reduces manual entry and speeds up processing.
- Continuous improvement: The platform learns from each user interaction to streamline subsequent applications.
- Improved security and control: By centralizing applications and forms, Ascent reduces vendor management overhead and enhances data security.
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