GLia copilot
Empower Your Team With Knowledge
Go beyond basic AI search and give your team a trusted companion to help them grow loans & deposits, improve care, and boost efficiency during interactions and beyond.

why glia copilot
Bring Institutional Expertise Into Every Banking Workflow
Interactions move quickly. Now your team can keep up. Glia CoPilot helps your team focus on service instead of searching for answers so they can work more efficiently while improving accuracy and quality of care.
Grow Loans & Deposits
Use AI to give your agents real-time suggestions for cross-selling and up-selling during interactions.
Solve Faster
Help agents quickly lead customers and members to answers so you can boost satisfaction and reduce AHT.
Strengthen Service
Turn every agent into an expert by surfacing relevant, approved documentation exactly when they need it.
glia copilot
Faster, More Accurate Answers, Powered by Better Questions
No more manually searching PDFs, constantly consulting supervisors, or relying on questionable AI. Glia CoPilot draws from your approved content and continuously learns from your interactions, offering team members targeted AI prompts to access trusted institutional knowledge right away.
Surface Approved Knowledge During Interactions
Knowledge CoPilot assists your care team through interactions by understanding live conversational context, offering proactive prompts in real time, and delivering source-backed answers.

Give Your Team an Always-On Research Tool
Knowledge 360 makes it easy for your team to prepare for interactions, review policies, navigate training, speed up onboarding, stay on top of product updates, and more.

glia banking ai advantage
Deploy Banking AI With Confidence
Glia gives you peace of mind your entire team is acting on the same trusted, approved knowledge—even as your financial institution evolves.
Grounded In Approved Sources
You control which knowledge sources are used, whose expertise informs CoPilot responses, and which topics are off-limits.
Continuously Improving
Glia is the only platform that powers both automated and human banking interactions with self-learning intelligence, reducing the need for constant manual doc updates.
Unifies Human & AI
With the same always-improving knowledge pool guiding your care team and AI agents, Glia helps you offer a consistently high standard of service.
glia banking coach & agent ai
Turn Every Agent Into a Universal Banker
Expand your care team’s impact without adding headcount. Glia Banking Coach and Agent AI tools are purpose-built to help frontline agents grow assets, improve service, and make care more efficient.
Convert More Loan & Deposit Opportunities
Give agents real-time guidance to cross-sell, upsell, and assist customers through the loan and deposit processes with Glia Banking Coach.

Personalize Interactions
Make callers feel like they’re talking to someone who knows them, every time, by using AI Heads-Up to prep agents with customer or member histories.

Offer Warm Handoffs
AI provides agents with a concise interaction summary so they can immediately offer help instead of asking questions callers have already answered.

Keep Agents Focused on the Conversation
Automatically transcribe interactions in real-time so your care team can concentrate on service instead of taking notes or asking callers to repeat themselves.

Eliminate Manual Post-Call Work
Help agents reclaim up to 13% of each call, gain time back for service, and standardize post-call notes by using AI to automate interaction wrap-ups.

GLIA AGENT AI SUCCESS STORY
How Heritage FCU Drives Loan Growth from the Frontline

Heritage has used voice AI to exceed 151% of its annual loan growth target, deepen member relationships, and set the stage for virtually limitless expansion.
2.5x
Increase in YOY loans, now at 151%+ of annual target, with 25% less staff
2x
More volume handled—with 20% more workforce efficiency and no extra headcount
100%
Member interactions automated or enhanced by AI
18%
Decrease in average handle time

GLIA COPILOt USE CASES
What Will You Do With 2x Workforce Capacity?
As part of Glia’s Banking AI Workforce, Glia CoPilot helps you increase team capacity without adding headcount, unlocking transformative possibilities for your financial institution.
Scale With M&A
Accelerate Deposit Growth
Close More Loans
Reimagine the Contact Center
Extend Your Virtual Presence
Improve OLB Support
GLIA BANKING AI TESTIMONIALS
Trusted Expertise, Always By Your Side
"Our call center manager used to have sticky notes all over her desktop. Glia has transformed this into a virtual system, pulling in information exactly when it's needed. It's like having an expert colleague always at your side, ready with the right information at the right moment."
Rachel Winn
Systems Administrator, Granite Credit Union

banking ai workforce
Improve Efficiency and Experience With Glia’s Banking AI Workforce
No more deciding between your growth and your mission. Glia’s Banking AI Workforce helps you unlock efficiency while strengthening care for your community.
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Glia Banker
Automate up to 80% of interactions with lifelike voice AI built for banking, freeing your care team can focus on complex interactions.
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Glia Analyst
Transform reporting and workforce planning with AI analysts that offer on-demand insights across 100% of your interactions.
Zero Hallucinations or Prompt Injections, Guaranteed
See how Glia’s responsible use of GenAI offers an industry-first guarantee: No hallucinations or prompt injections.

