Turn Banking Inquiries Into Completed Actions
why agentic workflows
Elevate Service, Eliminate System-Switching
Keep your frontline focused on customers instead of searching for answers, entering data, and juggling systems. Agentic Workflows help your team execute multi-step banking actions in one screen.
Resolve Faster
Accelerate resolutions with AI that completes actions instead of simply surfacing knowledge.
Reduce Escalations
Empower agents to handle complex inquiries without passing to specialists.
Improve Consistency
Codify approved workflows and avoid errors from manual data entry between systems.
Increase Visibility
Stay compliant with full audit trails and identify opportunities for process improvement.
customizable pre-built workflows
High-Volume Banking Workflows, Automated
Unlock Online Banking
Add Travel Notification
Freeze Card
Check Balances
Review Transactions
Transfer Between Accounts
Replace Damaged Card
Build Your Own
Easily Build and Run Agentic Workflows
From creating workflows to resolving inquiries, Glia makes it simple to turn complex banking procedures into automated processes.
1. Build
Design or Customize a Workflow
Start with Glia’s pre-built banking workflow templates or create your own using your internal documentation, historical interactions, or by simply describing a workflow using natural language.
2. Build
Determine Steps and Autonomy
Choose your workflow steps. Then determine where you want AI to autonomously complete actions and where human approval is required.
3. Run
AI Suggests Workflows During Interactions
After you’ve built a workflow, AI CoPilot scans your interactions in real-time and prompts agents to run workflows relevant to customer inquiries.
4. Run
Agentic Workflows Complete Actions In Real-Time
Once agents choose to run a workflow, AI guides them through the process by filling in relevant information, suggesting next steps, and completing actions—keeping your agents fully focused on the conversation.
Agentic AI Built For Banking
Automate high-volume workflows without adding risk or work for your team.
Set Your Level of Autonomy
Maintain full control of when AI acts independently and when human approval is required, keeping every workflow aligned with your policies and risk tolerance.
Full Audit Trails
Stay compliant while maintaining reliable, controlled execution. Every step, decision, and system action is captured and fully auditable.
End-to-End Reporting
Access our built-in reporting dashboard to identify bottlenecks, process improvements, and future automation opportunities.
Conversational Workflow Design
Create new workflows by using natural language to describe your process, required steps, safeguards, and structure.
Automates Current Procedures
Turn your standard operating procedures into automated workflows by uploading your internal documentation.
Pre-Built Workflow Templates
Customize Glia’s pre-built workflow templates for common banking processes like account unlocks, freezes, and travel notifications.
Integrations For Banking
Leverage pre-built connections to banking cores, digital & online banking, card management, payments, and disputes & account services.
Experience Agentic Workflows
See how Agentic Workflows help your team standardize accurate, expert service.
GLia banker SUCCESS STORY
How Service 1st FCU Deployed AI and Drove Loan Growth
Glia AI
The AI Workforce Built for Banking
Zero Hallucinations or Prompt Injections, Guaranteed
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