Frequently asked questions

Shastic is purpose-built for community-based financial institutions, including credit unions and community banks, but our AI-Workflow-Automation platform also supports regional banks, digital banks, and other financial institutions seeking to streamline operations, reduce costs, and improve member or customer experiences.

Whether you’re managing a small branch network or a multi-state footprint, Shastic helps you:

• Automate manual, error-prone processes
• Scale lending and operations without adding staff
• Integrate seamlessly with your existing LOS, core, and digital platforms

If your institution faces rising costs, operational bottlenecks, or competitive pressure to deliver faster, more efficient service, Shastic can help you do more with less.

Shastic uses AI-Workflow-Automation to eliminate manual tasks that slow down lending and member service teams. By automating processes from start to finish, Shastic gives financial institutions real‑time visibility and the ability to move work forward without adding staff.

Key efficiency gains include:

• Automated task routing: Work is automatically sent to the right person or system at the right time
• Fewer errors: Data is validated and synced across platforms, reducing rework
• Faster loan and account processing: Eliminates delays from document chasing, duplicate entry, and system handoffs
• Seamless integrations: Connects with existing LOS, core, and digital tools—no extra logins or IT burden

The result: your teams spend more time helping members and less time chasing tasks.

Shastic takes data security and privacy seriously. Our platform is built with enterprise‑grade protections to safeguard member and customer information at every stage.

Key safeguards include:

• Bank‑level encryption: All data is encrypted in transit and at rest
• Strict access controls: Role‑based permissions ensure only authorized users can access sensitive data
• Regulatory compliance: Designed to meet FFIEC, GLBA, and other financial industry requirements
• Continuous monitoring: Ongoing audits and system monitoring help identify and mitigate threats quickly

With Shastic, you can confidently automate workflows knowing your data is protected and private.

Yes. Shastic’s Mago platform and AI Banking Agents are highly configurable to match your institution’s workflows, policies, and member experience—without a heavy IT lift.

What can be tailored:

• Workflow logic & routing: Set rules to move work to the right person or queue at the right time
• Underwriting criteria: Apply your guidelines for document review and decision support
• Messaging & forms: Customize SMS/email copy, prompts, and data capture fields
• Integrations: Sync with your LOS, core, and digital tools (including API‑free options)
• User roles & permissions: Control access by team, branch, or function
• Dashboards & reporting: Track SLAs, exceptions, and throughput the way you measure success
• Deployment choices: Start with a single use case (e.g., income verification) and expand as needed

The result is an automation layer that fits your processes—so you can launch quickly, prove ROI fast, and scale on your terms.