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Keystone Systems

Financial services & credit unions

We've both worked inside financial institutions. Cwyn ran IT at a credit union, including a multimillion-dollar capital budget and a datacenter migration, and Connor worked IT support at a financial services company. We understand the uptime, security and audit expectations.

Interactive exampleFinancial services & credit unions
Show the workflow

Quarterly access review · Trigger: The audit calendar hits a review date

Current state

  1. 01Manual

    IT exports user lists from each system

    IT · Many systems

  2. 02Manual

    Build one spreadsheet per manager

    IT · Spreadsheet

  3. 03Manual

    Email managers and chase replies

    IT · Email

  4. 04Manual

    Managers mark up spreadsheets

    Managers · Spreadsheet

  5. 05Manual

    IT removes access by hand

    IT · Many systems

  6. 06Manual

    Compliance assembles evidence for auditors

    Compliance · File share

Steps
6before, then after:5
Manual touches
6before, then after:0
Hand-offs
3before, then after:2
Systems touched
4before, then after:2

Showing the current state. Counts come from this illustrative workflow, not measured client results. Legend: dashed = manual, orange = automated, solid dark = human review.

Use cases

Where we'd look first.

17 automation use cases that commonly apply to financial services & credit unions.

Filter these in the explorer

  • Ticket triage & routing

    Classify tickets by type, urgency and affected system, route them to the right queue, draft a first response and flag duplicates and outages.

    Service deskServiceNowAI agents

  • Employee onboarding & offboarding

    One HR event provisions accounts, groups, licenses and devices, and reverses all of it on exit so access is removed on day one.

    Directory & SSOService desk

  • Device imaging & zero-touch provisioning

    Scripted, standardized images and enrollment, so a new device goes from box to ready without an afternoon of clicking.

    Directory & SSO

  • Infrastructure as code

    Servers and configuration defined in Puppet and cloud templates: reproducible, reviewable and auditable instead of hand-built.

    PuppetAWS / Azure / GCP

  • Ephemeral dev & test environments

    Spin up a full environment per branch or test run and tear it down after, so teams stop queuing for shared staging.

    AWS / Azure / GCPPuppet

  • Disaster-recovery playbooks & tests

    Written, rehearsed recovery runbooks with automated backup verification, so recovery is a procedure rather than a scramble.

    AWS / Azure / GCP

  • Access reviews & certification

    Entitlements pulled from every system, reviewed by managers through one link, revoked automatically, with evidence kept for audit.

    Directory & SSOCustom app

  • Test data management & masking

    Realistic, masked copies of production data for developers and vendors, so real customer or member data never leaves production.

    AWS / Azure / GCP

  • Tax & compliance workflows

    Automated tax calculation, record-keeping and category-specific compliance checks that run on schedule, not on memory.

    E-commerce platformAccounting

  • Reconciliation & exception reports

    Automated matching between bank, processor, ERP and accounting, so people only look at the exceptions.

    AccountingERPSpreadsheets

  • Customer & member onboarding

    Collect, verify and route application documents with automated checks and a clear audit trail.

    Custom appCRM

  • AI agent for email & support

    An agent that reads the inbox, answers routine questions from your own data, drafts the rest and escalates anything unusual.

    AI agentsEmail & inboxService desk

  • Document & request intake

    Agents that read forms, PDFs and emails, extract the fields and file them to the right record.

    AI agentsEmail & inbox

  • Deadline-driven transaction checklists

    Checklists that track every deadline, send reminders and collect documents automatically.

    CRMEmail & inbox

  • Training & end-user education platform

    A custom portal that onboards staff or end users and tracks completion.

    Custom app

  • Reporting dashboards

    Dashboards fed directly from your systems for throughput, margin, pipeline or program metrics, with no spreadsheet assembly.

    SpreadsheetsERPCRM

  • Business-value & ROI models

    Reusable calculators that turn operational inputs into a business case, like the savings calculator on this site.

    Custom app

Relevant experience

We've worked inside this industry.

  • CwynSr Enterprise Architect / VP of IT / Sr Director Network Services at Teachers Credit Union (2010–12). Managed a $13M capital budget and delivered a $2.4M datacenter renovation and migration on time and on budget with under 2 hours of downtime.
  • ConnorIT Support Specialist at Triad Financial Services (2021–22).
  • CwynSenior Sales Engineer at Perforce Delphix (data virtualization, masking and test data management) and SE at Varonis (data security).

Platforms we've worked with

Data maskingTest data managementDRData security
Next industryHealthcare practices

Let's map your workflows.

A short call about how your business runs. We'll tell you honestly where automation would pay off first, and where it wouldn't.

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