August 28, 2025
Community banks should lead with AI to stay relevant, competitive, and connected in a rapidly changing financial landscape. That sentence...
Upgrading Your Bank's Technology is Scary.
PentEdge minimizes risk, maximizes compliance, and simplifies your systems - without blowing your budget. We are the world's first full suite technology partner for mid-tier financial institutions.
Need Support? Start with the AIMS Map™ - A comprehensive interactive workshop that will bring you the clarity you need to make faster, more confident decisions.
From Vendor Overload to Strategic Clarity
You Have Too Many Tech Vendors & No Clear Direction.
You know how hundreds of vendors pitch you jargon heavy and complex solutions, but no one on your team feels confident choosing any of them?
With PentEdge as your technology partner, mapping and building your ecosystem, you'll have the clarity you need to prioritize what's worth doing so it can be done with confidence. Stop scrambling and start building systems that actually serve your people.
Here's how we can help you.
AIMS™ — AI Implementation Mapping System
AIMS™ is a series of products that help community banks adopt AI and data solutions without confusion or disruption. It brings structure, clarity, and smooth execution to what often feels like a risky leap into the unknown. Whether you're planning your strategy, improving your infrastructure, or thinking of building new software, AIMS™ gives your team the tools and confidence to move forward.
FUSE™ — Foundation for Unified Systems Enablement
The FUSE™ suite of products connects all the pieces of your bank’s technology so everything works together without friction. Legacy systems, modern tools, and disconnected data often slow teams down and create confusion. FUSE™ fixes that by making your systems talk to each other. Your team sees fewer errors, spends less time switching between platforms, and gets more done with less effort. It keeps what’s working, upgrades what’s not, and brings it all together into one smooth experience.
FLOW™ — Fast, Lean Operational Workflows
The FLOW™ group of solutions is designed to help community banks run smoother behind the scenes. It replaces slow, manual processes with smart, automated workflows that save time, reduce errors, and lighten the load on your team. Whether it’s onboarding, quality assurance, CRM, or team support, FLOW™ creates momentum where things used to get stuck. It is built to fit the way your bank already works and helps your people focus on what matters most.
LUCID™ — Logic & Understanding for Compliance, Insight, and Decisions
The LUCID™ suite helps bank leaders turn complex data into clear, confident decisions. Whether you’re managing financial performance, lending risk, compliance pressure, or hiring challenges, LUCID™ brings intelligence where it matters most. Each product is built to fit into your existing environment, reduce manual effort, and give your team better control without disruption or technical overwhelm.
Think You're Stuck?
You CAN Dream Bigger.
We've published a whitepaper for community bank leaders who are tired of complex systems, manual work, and unclear tech promises.
Inside you'll learn how to reduce friction, introduce smart automations, and move your bank into the future with confidence.
Outcomes You Can Take to the Boardroom
See the measurable impact of modernizing financial infrastructure with partners who deliver under pressure and above expectation.
98%
project success rate
0
regulatory findings across 40+ audits
74%
faster transaction processing
3x
increase in transaction volume capacity
75%
reduction in manual work
99.9%
system uptime during engagements
31%
reduction in operational costs
22%
reduction in total cost of ownership
$3.2M
average savings in compliance penalties
+30%
engagement increase within 90 days
The Difference Is In The Details
Why Choose PentEdge?
Here's what you can expect when you work with PentEdge to modernize your bank.
At PentEdge, we help mid-sized financial institutions eliminate legacy tech chaos, regain strategic capacity, and modernize with confidence. Our mission is simple: enable growth through clarity. With a growing team of over 200+ members you can have confidence we can support your biggest goals.
We believe transformation shouldn’t be overwhelming, uncertain, or risky. That’s why we lead with empathy, plan with precision, and execute with discipline. Our values, integrity, transparency, and strategic foresight, guide every engagement.
What sets us apart? We bring the expertise of four best-in-class partners into one cohesive solution. We are a coalition of expert-led micro businesses under a unified brand, which offers both scale and growth for our clients. From compliance and data integrity to scalable tech infrastructure and managed services, we connect every dot so you can build your business with confidence, while avoiding the guesswork.
CEO, Lisa Pent
Where expertise meets execution - 200+ team Members
Our Partners
Your transformation deserves more than a plan. It needs the right people to lead it. You need a full service FinTech solution that suits your needs.
Techjays
AI & Tech Implementation Partner
Take advantage of scalable, enterprise-grade solutions tailored to your institution. Streamline core systems, meet regulatory demands, and eliminate manual work to cut implementation costs by up to 35%, increase client engagement by 30%, and reduce manual processes by 75%.
UBIX
Predictive Analytics Partner
UBIX empowers business leaders to rapidly build no-code AI solutions such as credit risk, fraud detection, deposit studies, interest rate modeling, and liquidity forecasting without relying on data scientists. Reduce fraud, accelerate compliance, and turn data into action quickly, securely, and without technical debt.
Barry N. Rein & Associates
Regulatory & Risk Advisor
With decades of U.S. banking compliance experience, Barry N. Rein & Associates helps you meet regulatory standards with confidence whether it's BSA, KYC, or AML. Get faster onboarding, fewer audit headaches, and a stronger compliance posture from day one.
The People Driving Precision and Progress
Meet The Rest of The Leadership Team
We’re operators, strategists, and builders who turn complexity into clarity, guiding institutions through a systematic modernization of their tech stack.
Philip Samuelraj | Tech & AI Lead
Philip leads AI and engineering strategy at PentEdge focusing on architecting intelligent systems and integrating AI solutions across client engagements.
Devon Jones | Fractional CMO
Devon manages the customer journey at PentEdge shaping positioning, refining messaging, and building the systems that keep our growth engine running smoothly.
Scott McRuer | Data Strategist
Scott leads data strategy at PentEdge, helping community banks and mid-tier firms use their data to drive growth, improve decision-making, and stay ahead of change.
Cory McNeley | Tech Strategist
Cory leads tech strategy at PentEdge, helping banks navigate digital transformation and put AI, automation, and data to work where it actually counts.
We're Hiring!
We're growing and always looking for sharp,
driven people who thrive in complexity and
care about doing work that matters.
Modernize with clarity, act with confidence, and scale without chaos.
Feeling stuck with outdated systems, risky decisions, and no clear next move?
Our phased approach gives you a real plan, safe momentum, and ongoing support so you move from overwhelm to organized growth without disrupting your day-to-day operations.
0
x
Higher Success Rates
Clear roadmaps align teams, cut confusion, and speed up real progress.
0
%
Higher Success Rates
Early wins drive momentum, trust, and long-term transformation success.
0
%
More Efficiency Gained
Ongoing refinement keeps systems sharp, fast, and built to scale.
Stay Up To Date
News & Updates From The Banking World
The world of finance, compliance, and technology moves fast.
Gain clarity, strategies, and confidence to lead through change.
Gain clarity, strategies, and confidence to lead through change.
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Let’s Uncover your path forward
Schedule A Road Map Call
Our team will help you align tech, budget, and strategy.