A member asks
A member asks a question on your website, any time of day.
Available around the clock
CU Chat / Member-Facing AI Chatbot
Answers for members. More time for your team.
A front-line chatbot that understands your members’ needs. It learns everything about your credit union and gives members a personalised response, every time, at any hour.
- Available 24/7
- Unlimited members
- Directs members to your team when needed
Chatbot features
A front-line chatbot built around your credit union.
Interactive loan calculator, bespoke branding, lead generation, weekly insights and unlimited members. Available on its own or alongside the Internal Knowledge Agent.
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Free up phone lines
The chatbot handles the simple, frequently asked questions members often phone about, so staff can focus on more complex queries.
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24/7 access to information
Members can have a conversation at any time. Often the chatbot resolves the query; if not, it explains the next steps.
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Multiple languages
Foster inclusivity and make information and services accessible to everyone in your common bond, with 50+ supported languages.
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Loan calculator in the chat
A built-in loan calculator lets members estimate repayments by adjusting the amount and term, without leaving the conversation.
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Lead generation
Ensure that no enquiry goes unanswered with AI-triggered lead generation.
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Weekly emails from your chatbot
Receive weekly insight emails to find out what members are asking about and get suggestions for what to improve.
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Gain actionable insights
Make data-driven decisions based on hundreds of member communications and AI insights.
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Personalised greetings to match your brand’s voice
Personalise the chatbot’s greetings on each page of your website, and update them for new or seasonal products.
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Bespoke colours and branding
Colours, chatbot name, icons, loan and savings products and branch details are all bespoke to your credit union.
How the chatbot helps
A clearer path from question to answer.
Members get help with the everyday questions. Your team stays available for the conversations that need them.
Your information guides the answer
The chatbot uses information about your savings, loans, branches and services to give a relevant response.
Shaped around your credit union
Your team stays in the loop
When the chatbot can’t help, it directs members to contact your credit union, with optional callback requests. The Admin Portal helps your team review conversations and usage.
A clear path to your team
On your website
Support that feels part of your credit union.
Bespoke branding keeps the experience consistent as members move from your social media or website to the chatbot.
See the guide your members readIncluded with your chatbot
Manage it all with the CU Chat Admin Portal.
A secure login area gives your team oversight of every conversation, analytics on how members use your chatbot and full control over its greetings, knowledge and settings, so governance is never an afterthought.
Knowledge base updates go live within around 20 minutes, so the chatbot keeps pace with your products and policies.
- Two-factor authentication on every account
- Oversight of every member conversation
- Analytics on volume, ratings, topics and time saved
- Control of greetings, knowledge and settings
- Regular insight emails for your team
How it works
From demo to 24/7 support.
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01
Book a call
We show you the features helping other credit unions, with a prototype chatbot based on your website.
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02
Customise your chatbot
From loan calculation features to naming your chatbot, we tailor it to your credit union.
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03
Launch on your website
Your chatbot goes live in your colours, with greetings set for the pages members visit.
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04
Grow with 24/7 support
Once launched, you can redeploy staff to focus on building your member base and increasing revenue.
Questions
What credit unions ask us.
ISO/IEC 27001:2022 certified
Visit our Trust CenterCan the chatbot use our own information?
Yes. It is tailored to your credit union’s products, services, branches and member questions. If you have queries unique to your credit union, we can add these too.
What happens when a member needs a staff member?
If the chatbot is unable to help or doesn’t know the answer, it will direct the member to contact the credit union directly. An optional setting enables the chatbot to offer callback requests in specific scenarios.
Can we review conversations and performance?
Yes. The CU Chat Admin Portal gives authorised staff access to conversations, member ratings, topics and usage trends.
How is member data handled?
Members are asked for consent before a chat that processes personal data. A Data Processing Agreement sets out how data is handled, and the current service stores data in Dublin, Ireland.
Is our data used to train AI models?
No. CU Apps has an enterprise-level AI agreement, and your conversations are never used to train external AI models.
What service commitment do we get?
The contract sets out the service level agreement and availability target.
Is there an upfront development fee?
The current CU Chat offer has no upfront development fee. Ask us about pricing and contract terms for your region.
See it working
Bring your member questions to a demo.
We will show how the chatbot could fit your services and the way your team works.