The Data Intelligence Platform for Financial Services

Our True Solutions Suite covers every corner of financial services, from compliance to customer experience.

True: The New Standard in Financial Services

Our solutions combine IRS-backed speed and cross-referenced accuracy to streamline workflows end-to-end.

Lead Qualifying Technology

Income Calculator

IRS-Direct Tax Transcripts

Confirm & Certity Identity

eSign & Identity Verification

Client & Partner Feedback

Markets We Cover

We serve the broad financial services ecosystem, with solutions that streamline credit approval, tax preparation, and identity verification.

Home, Student & SBA Lenders
Credit Card Issuers
Banks & Credit Unions
Accounting & Tax Prep Firms

Connected Across the Industry

System Integrations

Industry Partnerships

Interested in connecting us to your system?

Clients
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Transactions Ordered
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Rejection Rate
< 0 %
In Realized Savings
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Our Core Values

Invent at the Edge of What’s Possible

Forge Relationships that Last

Keep the Consumer in the Center

Thought Leadership
Roby Robertson

Bank-Fintech Partnerships: Strategic Alternative to M&A in 2025

As higher rates make bank M&A more expensive and harder to justify, banks and credit unions are turning to fintech partnerships instead, with announcements up 67% in 2024 even as completed acquisitions fell 34%. Partnerships deliver new capabilities in 90-120 days versus 18-36 months for in-house builds, all while preserving capital and reducing regulatory exposure. The institutions winning this shift are treating partnership infrastructure, not just partnership deals, as the real competitive advantage.

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Thought Leadership
Roby Robertson

The Great Mortgage Recalibration: How Technology Infrastructure Will Define Winners in the Post-Rate Cycle Era

Mortgage origination volume dropped 47% from its peak, and the institutions struggling most aren’t just those with high costs — they’re those whose legacy infrastructure can’t adapt. The lenders emerging stronger are doing something different: using the current downturn to modernize the operational foundation that will define their competitive position when volume returns.

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Thought Leadership
Roby Robertson

Banking as a Service Compliance: How Banks Are Adapting BaaS Partnerships After 2024 Regulatory Actions

Banking-as-a-service compliance requirements are fundamentally reshaping fintech partnerships in 2025. Following high-profile regulatory actions against Synapse Financial Technologies and Blue Ridge Bank, the “growth at all costs” mentality has given way to a compliance-first framework—and the verification infrastructure that supports it is no longer optional.

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