Branches that know every member.
Walk in. The Agent already knows your history, your last visit, what you came for. Your team picks up the conversation from there.
Show me today's appointments and surface each member's open opportunities and last visit
Three AI Agents that power the visit.
Set up each Agent once. From entry to exit, your tellers always know the member, the history, and the next-best move.
Member Recognition AI Agent
Recognizes the member as they arrive — by appointment, by ID swipe, or by phone. Surfaces full context to the teller's screen in under 5 seconds.
Pre-Approval AI Agent
Watches deposits, payments, and credit signals. Drafts pre-approved offers — auto-loan, refinance, card upgrade — ready before the member asks.
Hand-off AI Agent
Updates state in real time so any teammate can pick up where the last conversation ended. No double-asks, no lost notes.
From the first time a member walks up, you already know they're here for the auto-loan refinance — that's the difference.
See it on your data.
Book a working session with the engineer who'd build your first Agent.