Every Call.Smarter Outcomes.

Calls are transcribed, analyzed, and synced across CRM, service, and marketing workflows in real time.

See how it works

Result

Call centers deliver real results.

60%

Reduction in after-call documentation per member call

35%

Lift in first-call resolution from unified context

24/7

After-hours coverage without added headcount

$800K

Average annual call-center ops savings per credit union

AI Transcriptions

Every member call transcribed and summarized in real time. NCUA and OSFI audit-ready by design. Audio stays in your environment.

Unified Member Context

Phone, branch, CRM, online — one continuous member record. No more re-explaining across channels.

AI Signals

Frustration, growth, and operational signals from every call. Flow directly to your CRM as a member update.

01 · Pipeline

Voice in. Operations updated.

Capturing voice

I'm travelling next week and need help with my card.

Metadata extracted

Travel · Card

Origin · Call Center

CALL
CENTER

CRM

BRANCH

MKTG

TRAVEL REWARDS

Travel Rewards Card

•••• •••• •••• 4892

MEMBERMarcus TanakaVALID THRU05/29

Offer queued for callback · 9:00 AM

Pre Approved

Travel Rewards Card

Every member call becomes structured signal — automatically routed to CRM, the call center, the branch system, and marketing. The teller who answers tomorrow already knows what happened today.

02 · AI Data Router

Sentiment, read. Routed to every team.

Customer data routing pipeline · automated triage

Listening for tone

My card declined while I'm overseas — this is the third time.

Sentiment captured

65%

Frustration

Escalate · supervisor

Anger.65

Frust..78

Anxiety.34

LIVE CUSTOMER
CONVERSATION

Live signal

65%

FRUSTRATION

Supervisor

Live whisper

Card Services

Case opened

CRM

Profile flagged

Marketing

Suppress · 14d

The engine listens for tone, weighs risk, and routes the right signal to every team that needs it — before a frustrated member ever asks to escalate. The supervisor gets a live whisper. Card services gets the case. The member feels heard.

03 · Storage

Stored in your Credit Union's Data Silo.

Capturing call

I'm travelling next week and need help with my card.

Encrypting · AES-256

Plaintext

I'm travelling next week and need help with my card.

AES-256 · PII redacted

Encrypted

9F4A · B721 · 3DE8 · C194 · 0A2F · D8E1

7B65 · F390 · E2C8 · 4A19 · 8B7F · 2D5C

Data Encrypted at Rest + In-Transit

SOC II · OFSI · NCUA

Every conversation is encrypted, sealed, and stored in your Credit Union's Data Silo — auditable under SOC II, OFSI, and NCUA. Retention policies and role-based access applied automatically.

04 · Beyond hours

5 PM doesn't mean closed for opportunity.

After Hours · 5:30 PM

Inbound · call answered

Branch closed. Call still answered.

I need to update my mortgage info before the deadline tomorrow.

Pain point captured · routed for follow-up

Auto-response sentMember acknowledged · 18s

↓

Branchfollow-up queued

Call Centernote added

Marketingcontext tagged

Impact · after-hours capture

+35%

After-hours revenue captured

−23%

Missed opportunities

−49%

Customer frustration

Your call center closes at 5 PM. Calls don't. CUcomputer answers every after-hours call, captures the member's pain point, and routes follow-up tasks back to the branch, call center, and marketing — so every opportunity gets a next-day callback.

Governance

Bank-grade control. Built in.

Role-based access. API-level governance. Compliance dashboards in every screen. Microsoft Co-Pilot and Azure Partner. The AI transcribes, summarizes, and routes — every member-facing action stays with your team.

Roles & permissions

Role-based access on every record, API, and dashboard.

Policies & audit

Every transcript and action logged. One-click audit export.

APIs & integrations

Native connectors to your CRM, core, and member channels.

NCUA + OSFI ready

Pre-mapped to fair-lending and model-risk regulations.

FAQ

Where is call data stored, and does any member information leave our environment?

All call audio, transcripts, summaries, and metadata stay inside your own Microsoft Azure tenant — your subscription, your encryption keys, your network boundary. Nothing is forwarded to third-party services or used to train shared models. The AI processing happens inside the same Azure environment you already control through your Microsoft Co-Pilot subscription.

How are transcripts, summaries, sentiment signals, and metadata protected under US + Canadian privacy requirements like PIPEDA and state/provincial privacy laws?

Encrypted at rest with AES-256 and in transit over TLS 1.3. PII is auto-detected and redacted before any AI processing. Retention windows are configurable per data class to align with PIPEDA, GLBA, CCPA, and provincial breach-notification rules. Role-based access ensures only authorized staff see member-identifying data, and every read is logged for audit.

How accurate are the transcriptions and AI-generated summaries, especially with accents, background noise, financial terms, or member-specific details?

Word-level accuracy targets 94%+ in production conditions, on models fine-tuned for credit-union vocabulary (member, share, draw, HELOC, share certificate, NSF, courtesy pay). Background-noise suppression and speaker diarization run before transcription. Every summary cites the transcript line it came from, so your agents can verify any AI-generated detail in one click.

What guardrails are in place to prevent the AI from exposing sensitive data, making unsupported recommendations, or creating inaccurate CRM updates?

Three layers. First, PII is redacted before the LLM ever sees the transcript. Second, every AI-generated field is grounded — it must cite the transcript span it came from or it is rejected before reaching your CRM. Third, all external actions (CRM writes, outbound messages, account holds) require explicit human approval. The AI surfaces and recommends; your team confirms.

How do API and cloud costs work as call volume scales, and can we set usage limits or approval controls?

Fixed-fee licensing — the price agreed at kickoff doesn't shift with call volume. The underlying infrastructure runs inside your own Azure subscription so you see every line of consumption. You can set per-month token caps, alert thresholds, and a hard approval gate that pauses any workload exceeding a configured ceiling.

As a certified Microsoft Partner, how does your solution integrate with Microsoft Azure, Microsoft Copilot, Dynamics, Teams, or our existing call center and CRM systems?

Deployed as an Azure Container App inside your tenant, with first-class connectors to Microsoft Dynamics 365, Teams, and Copilot. The same connector layer handles Salesforce, Symitar/Episys, Jack Henry, Fiserv, and most common credit-union cores. Calls land via SIP or Teams Phone, summaries flow into Dynamics or your existing CRM, and transcripts are queryable through Copilot for teams that use it.

Get started

Ready to give it a shot? Let's talk.

30 minutes with the engineer who would lead your deployment. We'll map your call center, your CRM, and your compliance posture on the call.