Skip to content
Regulated industries

Built for Work That Has to Stay in the Building

BackOffice is for organizations where client records are expected to stay in-house and decisions need a named person behind them. Community banks and credit unions come first.

Illustration The same foundation serves each industry: your own hardware, your approval, and a record of who approved what.
01 · Foundation

The Same Foundation, Whatever the Industry

BackOffice is a custom-built application that runs local models on your own hardware. These three things hold for every organization on this page.

Runs on Your Own Hardware

Local models run on the device, with no cloud connection required. Client records do not need to leave your building.

Built, in Selective-Release testing

Actions Wait for Approval

BackOffice prepares the work. A person on your team approves before an action goes ahead.

Built, in Selective-Release testing

Hash-Chained Audit Log

A hash-chained audit log records activity, so a reviewer can see what was done and who approved it.

Built, in Selective-Release testing
02 · Who it is for

Community Banks and Credit Unions First

01

Community Banks

Who it is for
Community banks: COOs, CFOs, and BSA and compliance officers.
The rules you work under
The Bank Secrecy Act, fair-lending and community-reinvestment reporting (HMDA and CRA), and consumer-complaint rules. Bank examiners review this work.

BackOffice prepares the compliance and operations work your team reviews today. A person on your team approves before anything goes ahead, and the audit log shows an examiner what was done and who approved it.

Talk to us about being a pilot client

02

Credit Unions

Who it is for
Credit unions: CEOs, CFOs, and BSA and compliance officers.
The rules you work under
The Bank Secrecy Act, HMDA reporting and NCUA rules. NCUA and state examiners review this work.

Member records stay on hardware the credit union owns. A person on your team approves before anything goes ahead, and the audit log shows NCUA examiners what was done and who approved it.

Talk to us about being a pilot client

03

Small Business

Who it is for
Owners getting ready to retire, and the next generation taking the business over.
What continuity depends on
The books, contracts, licenses and the files that show how the work gets done.

BackOffice runs on hardware the business owns and keeps a record of each step it takes, so the record stays with the business when the owner steps back. If you are planning for continuity, tell us what you need to carry forward.

Talk to us about continuity

Insurance, legal and healthcare

Tell Us Which Work Comes First

Client records in these fields are expected to stay in-house, and decisions need a named person behind them. If that is your work, we want to hear what you would want off your team’s desk first.

Insurance

Carriers, managing general agents and agencies: claims, underwriting and compliance teams.

State insurance departments oversee claims practices and policyholder complaints, and many states have adopted a version of the NAIC Insurance Data Security Model Law.

Tell us what you want off your desk

Healthcare

Independent practices, clinics, and billing and revenue-cycle teams.

HIPAA protects patient health information. A vendor that works with it on a practice’s behalf generally signs a business associate agreement.

Tell us what you want off your desk

Government agencies: see the Government page for registration details and capabilities.

03 · Why it matters

Compliance Stays Yours. The Busywork Doesn’t

BackOffice prepares the routine work your team does today. Your team reviews it, approves it and stays accountable for it, as it does now.

The difference is the time it gives back, and the record it leaves behind: the audit log shows an examiner what BackOffice prepared and who approved it.

Selective-Release

Tell Us Which Work You Want off Your Team’s Desk

We are choosing our first pilot clients now. Community banks and credit unions come first, and we want to hear from small businesses and from insurance, legal and healthcare teams too.