Industry
Finance
Company size
100-200 employees
Product
Loan Document Processing
Location
Denver, CO
Review Time through AI-powered automation, enabling faster response times and improved customer satisfaction
Compliance for instant query resolution and 24/7 customer support coverage
Community Credit Union is an finance company based in Denver, CO, serving businesses with AI-powered customer engagement solutions. They partnered with HumansAI to automate support workflows and scale operations without proportionally growing their team.
Community Credit Union processed 2,000+ loan applications monthly, each requiring manual review of 15-30 pages of financial documents. Loan officers spent 2-3 days per application, creating a 3-week backlog.
HumansAI deployed an AI document processing pipeline that automatically extracts, validates, and cross-references financial data. The system handles OCR, intelligent data extraction from W-2s, bank statements, and tax returns, automated compliance checking, and preliminary risk scoring.
Extracted data is cross-referenced across all documents automatically. Income on applications is verified against pay stubs and W-2s. Discrepancies are flagged with specific document references for quick human review.
The implementation focused on Community Credit Union's most time-consuming workflows. AI agents were trained on years of support tickets, learning the nuances of common questions and the precise, helpful tone Community Credit Union's customers expect.
The forward-deployed model means HumansAI solves concrete problems. For understanding and error-checking responses, AI agents analyze conversations of any complexity, identifying everything from intent mismatches to sentiment shifts specific to customer support.
The credit union's lending operations were transformed within weeks.
“Loan reviews that took 2-3 days now take 4 hours. The AI document processing system is incredibly accurate and maintains 100% compliance.”
Patricia Martinez
Loan Operations Manager, Community Credit Union