Grow membership. Without scaling ops.
Caddi automates the cross-tool work between your core, CRM, loan origination system, and document management—Salesforce, MeridianLink, Symitar, Corelation KeyStone, Fiserv DNA, DocuSign, Laserfiche, Box—so your team scales member experience without scaling headcount.
The back office, on rails.
Caddi runs the cross-system work between your core, CRM, LOS, and document management—so MSRs, loan officers, and BSA analysts work members, not queues.
- Member experience
Same-day onboarding. No MSR backlog.
New-member account opening, debit card requests, beneficiary updates, and address changes run unattended — so your member service team is on the phone with members, not in the queue behind them.
- Lending velocity
Loan throughput without lending-ops headcount.
Caddi assembles loan packets, files documents to the right record, and keeps your LOS and core in sync — so underwriters work decisions, not data entry, and you can grow loan volume without growing the back office.
- Compliance, on rails
BSA, OFAC, Reg E — examiner-ready by default.
Every screening, dispute, and compliance task runs the same way every time, with a timestamped audit trail your BSA officer and NCUA examiner can walk end-to-end.
- Capacity you can report
Hours saved, attributable to the member.
Every run logs how long it took, what record it touched, and which member it served — reportable to your board, your operations dashboard, and your strategic plan.
Member onboarding to compliance reporting,
on autopilot.
New member onboarding & CIP
AI for credit unions—built to your supervisory bar.
- 01
Built by your operations team
Your VP of Operations or BSA officer records a workflow once. No engineers, no Salesforce admin queue, no waiting on IT or your core vendor.
- 02
No hallucination risk on member data
Verified code calls your CRM, core, LOS, and document management via API. No AI guesswork on member records, no surprises in your examination.
- 03
Capacity you can measure
Hours saved per workflow, runs executed, exceptions caught — reportable to your board and your supervisory committee.
- 04
Inherits your user's permissions
Caddi runs with the access your operations team already has in Salesforce, your core, MeridianLink, and Laserfiche. No new privileged service accounts, no expanded attack surface.
Built to your supervisory bar.
Attested controls. Examiner-friendly audit trail.
Every workflow, every input, every output is logged and reviewable. Your BSA officer or NCUA examiner can walk through any run end-to-end—who triggered it, what data it touched, where the output landed.
AI runs on member data—under your credit union's controls.
When a workflow needs to read a dispute letter, classify a member email, or extract a value, LLM calls run under enterprise zero-data-retention agreements with our model vendors—your member data is never used for training. Caddi keeps a 30-day audit trail of every prompt, response, and run so your BSA officer and compliance team can review activity, then it ages off. Every run is scoped to the user's CRM, core, and LOS permissions.