Brockfin Connect
Ask questions across your systems using the AI your institution approves.
Explore Brockfin ConnectYour data.Put to work.
Know your members. Ask better questions. Turn answers into action with Brockfin.
AI analytics and connected operations for banks and credit unions.
Some of the platforms we connect with
Candescent
Docusign
Twilio
more
Connections and availability are reviewed for each institution.
THE BROCKFIN PRODUCT FAMILY
Connected data.
Coordinated work.
Brockfin Workspace
Bring customer and member relationships, insights, and team follow-up into one place.
Explore Brockfin WorkspaceBROCKFIN WORKSPACE
The whole picture.
The next right move.
Know the person behind the account.
Accounts, conversations, and open tasks. One shared member view.
Ask a question. Keep the answer moving.
Explore your data with Brock AI, then turn a finding into follow-up.
See what is changing. Know where to look.
Explore deposit trends, branch performance, and the members behind the numbers.
Make the hand-off. Keep the context.
Coordinate member follow-up with shared tasks, owners, and due dates.
BROCKFIN CONNECT
Keep your AI.
Give it your data.
Your core, digital banking, and more. One conversation, grounded in your institution’s definitions.
Read-only connectionsYour approved AI
Join the waitlist THE SYSTEMS YOU ALREADY RUN
Core bankingDigital bankingContact centerDocuments
YOUR INSTITUTION’S CONTEXTBrockfin Connect
The AI you choose
THE CHALLENGE
More tools do not mean better answers.
Banks and credit unions already have valuable data across their core, digital banking, lending and service platforms. When those systems operate separately, getting a complete answer takes too much effort. Brockfin connects that information to the people who need it.
Research across large U.S. businesses shows how widespread disconnected AI systems have become.
85%
of surveyed executives describe their AI stacks as disconnected or siloed.
WSJ Intelligence + Code and Theory · The Orchestration Gap
About the research
Survey of 801 C-suite executives at U.S. companies with $500M+ in annual revenue. Cross-industry findings, not credit-union-specific or Brockfin customer results. Commercial research; the WSJ newsroom was not involved.
SECURITY & CONTROL
More capability.
Clear boundaries.
Read-only by design.
Brockfin Connect reads your data without changing source records or moving money.
Access by role.
Your administrators control what teams can access in Brockfin Workspace.
Activity you can trace.
Review AI requests and marketing hand-offs in Brockfin Workspace.
A few questions.
Do we need to replace our core or other systems?
No. Brockfin works with your existing systems. We review integrations and access requirements before rollout.
Can we keep our approved AI assistant?
Yes. Brockfin Connect works with your approved AI assistant. Brockfin Workspace includes Brock AI.
How is this different from uploading files to a chatbot?
Brockfin Connect queries connected systems using your institution’s definitions. Brockfin Workspace turns insights into shared records and follow-up.
Put Brockfin on your 2027 roadmap.
Join the waitlist. We’ll follow up about your systems, product fit, and availability.
January 2027Initial rollouts begin
March 2027Official release expected
Join the Brockfin waitlist.
Thanks for joining the Brockfin waitlist. We have received your information and will be in touch about availability.
We could not submit your request. Please try again.
Access is phased. Timing varies by institution.