Platform
Three interfaces. One platform.
Greatweek unifies workflow design, operations management, and customer experience into a single, AI-native platform purpose-built for financial institutions.
Canvas — Visual Workflow Engine
Design any financial workflow without code
The Canvas provides a drag-and-drop workflow builder with conditional branching, API nodes, and embedded agentic AI agents. Compose onboarding, lending, fraud, and servicing flows visually — and update them without engineering tickets.
Drag-and-Drop Builder
Visually design workflows with an intuitive node editor
Conditional Branching
Decision trees based on risk scores, amounts, geographies, and custom rules
AI Agent Nodes
Embed KYC, fraud, credit research, and ops agents directly in your flow
API Integrations
Pre-built nodes for cores, LOS, Plaid, bureaus, sanctions, and internal systems
Dashboard — Operational Intelligence
Complete visibility for ops, credit, and risk teams
A real-time pipeline gives your operators instant visibility across every workflow — onboarding queues, loan applications, and fraud alerts. AI-generated insights surface what needs attention now.
Pipeline Views
Track cases across every stage from new to resolved
AI Risk Scoring
Multi-dimensional risk assessment updated in real time
Automated Insights
AI-generated summaries and recommendations on every case
Role-Based Access
Configurable views for ops, analysts, underwriters, and managers
Customer Portal — Frictionless Experience
White-label portal branded to your institution
Give customers, members, and applicants a modern, mobile-first experience. Guided forms, document upload with AI extraction, e-signatures, and real-time status — all white-labeled.
White-Label Ready
Fully customizable branding with your logo, colors, and domain
Document Upload
AI-powered document extraction and validation
Status Tracking
Real-time updates for customers and members
Mobile-First
Responsive design optimized for any device
Try it yourself
Build a workflow right here.
AI Risk Decisioning
Agentic AI you can put in front of an examiner.
Credit Underwriting Agent
Income, cash-flow, bureau, and alt-data analysis with adverse-action reason codes.
Fraud & ATO Agent
Behavioral biometrics, device, velocity, and consortium signals scored in <200ms.
KYC / KYB Agent
Identity verification, UBO discovery, sanctions, PEP, and adverse media.
BSA / AML Agent
Transaction monitoring, alert triage, narrative drafting, and SAR/CTR e-filing.
Integrations
Plugs into the stack you already run.
Core Banking
- Jack Henry Symitar
- Fiserv DNA
- FIS Horizon
- Corelation KeyStone
Lending / LOS
- MeridianLink
- Encompass (ICE)
- nCino
- Origence
Data & Identity
- Plaid · MX
- Experian · TransUnion · Equifax
- LexisNexis · Socure
- Alloy · Persona
Risk & Compliance
- Refinitiv World-Check
- ComplyAdvantage
- Verafin
- OFAC SDN
Security & Compliance
Examiner-ready by design.
SOC 2 Type II
GLBA Aligned
FFIEC Guidance
NCUA Ready
BSA / AML
Encrypted End-to-End
Ready to automate your operations?
See how Greatweek can transform your institution in weeks.