A complete walkthrough of what the Org Admin, BSA Officer, Risk Manager, and Loan Officer see when they log in to PinotPulse Enterprise. From onboarding and core-banking connectors to the FinCEN BSA E-Filing center, live CAMEL benchmarking, and Reg Z TILA disclosures — in one platform, one unified data layer, one examiner-defendable audit trail.
Across PinotPulse, the Risk Analyst, Officer, BSA and Loan agents auto-populate, validate, and draft — and a human in the matching role verifies and owns every final decision. Agents propose. People decide. Every action is attributed and audited.
Meet the four agents →Fifteen compliance artifacts — 6 agency forms (NCUA 5300, HMDA, FinCEN SAR/CTR/DOEP, IRS 8300), 8 internal workpapers, and a daily OFAC screening feed — on one unified data layer. Replaces the typical six-to-ten compliance vendor stack.
Prepared and validated in one place. PinotPulse checks each artifact against the agencies’ rules and records every step in a tamper-evident audit log. You submit filings through each agency’s own channel — direct submission is in active development.
SOC 2-aligned audit logs with the regulatory citation attached to every action. One-click examiner handoff exports a complete workpaper packet. Built for the moment when the examiner is in the room.
The walkthrough you just watched is exactly what your team would see in their first thirty minutes on PinotPulse. The next conversation is about your credit union specifically — your core processor, your current vendor stack, your next examination cycle, your timeline.
We respond within one business day. No spam. No sales pressure. Just a conversation about whether PinotPulse is the right fit for your institution.
