Tavant

BACKGROUND

Please describe your company and position.

I am the Managing Director of a Banking & Lending Company

Describe what your company does in a single sentence.

Community First Credit Union offers personalized banking and lending services powered by smart technology and trusted partnerships.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tavant to accomplish?

• Improve Loan Processing Efficiency
• Enhance Borrower Experience
• Increase Loan Volume Without Increasing Headcount
• Ensure Compliance and Risk Management
• Gain Actionable Insights Through Data and AI

SOLUTION

How did you find Tavant?

Online Search

Why did you select Tavant over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit

How many teammates from Tavant were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Our engagement with Tavant focused on implementing their AI Lending platform to modernize and optimize our end-to-end loan origination and processing workflows. The scope included automation of manual processes, integration with our existing LOS and CRM systems, and deployment of intelligent decisioning models to streamline underwriting and improve customer experience.

This project was carried out in several phases, including discovery, implementation, integration, testing, training, and post-launch support. Cross-functional collaboration between our lending operations, IT, compliance, and customer experience teams ensured a smooth rollout.

AI Lending Platform Implementation

• Deployment of Tavant’s AI-powered lending solution tailored to our business needs.
• Cloud-based and scalable architecture integrated with our existing core systems

Automated Workflow Engine

• Intelligent loan processing workflows that reduced manual touchpoints.
• Customizable rule sets for loan routing, verification, and underwriting.

System Integrations

• Seamless API integrations with our Loan Origination System (LOS), CRM, and third-party data sources

AI-Powered Decisioning Engine

• Machine learning models implemented to support risk assessment, fraud detection, and automated loan decisioning.

User Training & Change Management

• Comprehensive training sessions for staff and system users.
• Documentation and support resources for adoption and best practices.

Performance Metrics & Reporting Tools

• Dashboards and analytics to monitor KPIs such as time-to-close, approval rates, and borrower satisfaction.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Loan Processing Time Reduced by 30–50%

• Automation and AI-driven workflows significantly shortened the time from application to approval.

Increase in Loan Volume by 25–40% Without Additional Staff

• Scalability through AI allowed us to handle more applications with the same team size.

Reduction in Manual Touchpoints by 60–70%

• End-to-end automation minimized the need for manual data entry, review, and approvals.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Tavant demonstrated strong project management throughout the entire engagement. They followed a well-structured and transparent implementation plan, with clearly defined milestones, timelines, and deliverables. The project was delivered on schedule, and any minor delays were communicated proactively along with mitigation steps.

Their team was highly responsive to our evolving needs — adapting the scope when necessary without compromising quality or timelines. Regular check-ins, status reports, and agile sprint planning ensured all stakeholders were aligned. They also maintained an open line of communication, which made it easy to escalate issues and get timely resolutions.

Tavant’s collaborative approach and dedication to delivery excellence contributed significantly to the success of our AI Lending transformation.

What was your primary form of communication with Tavant?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about Tavant was their deep expertise in AI Lending and their ability to translate complex technology into practical, results-driven solutions. Their platform goes beyond basic automation — it uses real-time data, predictive analytics, and intelligent decisioning to truly optimize the lending process.

Equally impressive was their client-first mindset. Tavant didn’t just deliver a product - they acted as a strategic partner, consistently aligning their efforts with our business goals, offering tailored recommendations, and staying highly responsive throughout the engagement.

Their combination of technical excellence, domain knowledge, and commitment to customer success is what truly sets them apart in the AI Lending space.

Are there any areas for improvement or something Tavant could have done differently?

While our overall experience with Tavant was highly positive, there were a few areas where we saw room for improvement.

One area was initial onboarding and documentation — some technical resources could have been more detailed, especially for our internal IT team handling integrations. More robust knowledge transfer during the early stages would have helped accelerate internal adoption.

Additionally, while their team was responsive, at times response times during peak project phases could have been quicker, especially when critical decisions or troubleshooting were required.

That said, Tavant was open to feedback and continuously worked to improve as the project progressed, which we greatly appreciated.