THE DASO MODEL
Discover, Automate, Scale & Operate
A comprehensive approach to transform your credit union from manual operations to AI-optimized outcomes.
Schedule Discovery CallFrom Manual Services to AI-Optimized Outcomes
Process Qualification
Operational Discovery
Manual Assumption
Automation Build-Out
Monitored Operations
Full Automation
AI Augmentation
Discover, Implement & Support
Discover
- •Process assessment & readiness scoring
- •Workflow mapping & bottleneck ID
- •ROI modeling with clear business case
- •Technology stack evaluation
Implement
- •Custom RPA bot development
- •Intelligent document processing
- •API integrations with core banking
- •QA & user acceptance testing
Support
- •Ongoing technical maintenance
- •Version updates & patch management
- •Knowledge transfer & training
- •Enhancement & change management
Operate, Monitor, Optimize & Scale
Operate
We take full ownership of running your automations as a managed service — your team stays focused on members.
Monitor
24/7 performance dashboards, exception handling, and proactive alerts ensure nothing falls through the cracks.
Optimize
Continuous improvement cycles analyze performance data to refine processes and eliminate inefficiencies.
Scale
Expand automation across departments — from lending to compliance to member services — with a proven playbook.
USE CASES
Automation That Transforms Credit Union Operations
Contact Center
Automate call routing, member verification, ticket creation, and follow-up workflows.
Member Onboarding
Digital-first account opening with automated KYC, document verification, and provisioning.
Financial Guardian Agent
AI-powered monitoring to protect elderly members from financial exploitation.
Loan Processing
Streamline document collection, credit checks, and decision routing — 70% faster.
BSA/AML Compliance
Automated suspicious activity monitoring, CTR filing, and case management.
Back-Office Operations
Automate ACH, wire transfers, account maintenance, and GL reconciliation.
The Results: Proven, Measurable Impact
Operational Cost Reduction
Processing Time Reduction
Accuracy Rate
Capacity Freed
Annual Savings by Institution Size
Asset Size
$1B - $3B
$250K - $500K
6 months payback
Asset Size
$3B - $7B
$500K - $1.5M
6 months payback
Asset Size
$7B+
$1.5M - $3M+
6 months payback
Trusted by America's Leading Financial Institutions
Investors Testimonials
Michael Carlos
CTO of SkyOne Federal Credit Union
"Our partnership with Digital Align to launch the CUSO is a significant milestone in our journey to innovate and enhance the services we provide to our members."
Melissa Thomas
COO, Community First Credit Union of Florida
"We're excited to help shape a future where Digital Agents are driving growth, and exceptional member experiences."
Sam Inam
CEO, Community First Credit Union of Florida
"Our investment in DASO AI reflects our commitment to innovation and operational excellence."
Rajesh Patil, CEO
Digital Agents Service Organization (DASO)
"With DASO AI, we're enabling credit unions to scale efficiently and rapidly adapt to changing member needs."
Ready to Transform Your Operations?
Let's discuss how DASO can help you discover, automate, scale, and operate your way to member-focused excellence.
Schedule Discovery Call