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Stop Competing, Start Winning: How to Outservice Competitors and Deepen Community Impact With Glia Banker and Glia CoPilot
The competitive gap between megabanks and community institutions is no longer a matter of digital features; it is a matter of scale. While your team provides the personalized service that keeps members loyal, fintech and banking giants use aggressive automation to outpace your frontline capacity. Every minute your expert agents spend reciting routing numbers is a minute your competitors spend winning over your next generation of account holders.
With Glia Banker and the launch of Glia CoPilot, this calculation changes immediately. By deploying an AI workforce that arrives pre-trained on 1000+ banking journeys, you reclaim the time needed to defend your market share. By proactively guiding your team with approved institutional knowledge, you turn every agent into a Universal Banker so they can build relationships and grow loans & deposits. This is the new standard for the modern frontline: AI that absorbs the volume so your people can win the moments that matter.
Meet Your New Team: Glia Banker and Glia CoPilot
Glia Banker and Glia CoPilot are at the forefront of Glia’s Banking AI Workforce. Purpose-built for banks and credit unions, they’re ready to impact your frontline team right now—and community—right now.
Glia Banker
Glia Banker automates up to 80% of your inquiries using the fastest banking AI—period. With an industry-leading 95% understanding rate across hundreds of banking intents, Glia Banker quickly recognizes what your callers need and starts offering assistance. Glia Banker is trained to handle 1000+ banking journeys, automating everything from balance inquiries to account transfers. For complex requests, Glia Banker passes the caller to your care team—with a full interaction summary. That’s where Glia CoPilot helps your agents and empowers your entire team with institutional knowledge during interactions and beyond.
Knowledge CoPilot
Knowledge CoPilot turns agents into Universal Bankers by surfacing the expertise previously handled separately by tellers and personal bankers. As the tool listens to live interactions, it draws from a unified intelligence layer that combines your official knowledge base, pre-approved Glia Banker responses, and the historical interactions of your top-performing agents. This collective memory captures nuances and edge-cases that standard operating procedures (SOPs) can miss—For instance, instead of just drawing from the SOP for ordering checks, it may also surface the specific steps to delay a check shipment for a customer or member who is traveling. Knowledge CoPilot surfaces proactive prompts to address these situations before the member even finishes their question, eliminating the need to scour PDFs or lean over a cubicle wall for help. Your team stays fully present in the conversation, backed by the real-time experience of your entire institution.
Outside of interactions, Knowledge 360 serves as an always-on research tool that helps your agents access information about policies, stay aligned on product updates, navigate training and onboarding, prepare for upcoming interactions, and more.
Extend Your Team Capacity, Deepen Your Community Impact
Glia Banker and Glia CoPilot are here to enhance your human touch, not replace it—so you can build better relationships while scaling your community mission.
The formula is simple. Glia Banker delivers fast, satisfying self-service across voice and digital interactions, saving your agents from answering the same frequently asked questions they hear every day—like “What’s my balance?” or “What’s your routing number?”
Freed up from repetitive and high-volume inquiries, your care team has more time to focus on the moments that matter. And with the help of CoPilot, they can readily access the expertise they need to guide customers and members through those meaningful interactions, with more speed and confidence than ever.
As a result, your financial institution is better equipped to help your members and customers navigate the moments that make a real difference in their lives. Consider how Glia Banker and Glia CoPilot work autonomously and together to help your drive efficiency, assist your care team, and improve service.
Helping a Family Secure a HELOC Loan. Zach and Kayla have been with your credit union for a decade. They’ve decided to finally renovate their kitchen to accommodate their growing family, and they call in on a busy Tuesday afternoon to ask about a HELOC. Typically, a care team agent might have to transfer this call to a specialized mortgage officer or put the member on hold while researching the current equity requirements and interest rate tiers.
Instead, Glia Banker authenticates the couple and gets them to your Universal Banker, Shauna, with a full summary of their intent. As Shauna talks with them about their renovation plans, Glia CoPilot proactively offers her AI prompts to help her find the right knowledge in your platform—from your institution's specific debt-to-income requirements to the latest promotion on appraisal fees. Shauna doesn’t have to check with a supervisor or dig through reference materials. She stays fully present in the conversation, offering expert guidance and helping Zach and Kayla start the application process on the spot. When the interaction ends, your credit union has secured a new loan while helping two long-time members secure their family’s future.
Add AI, Enhance Your Human Touch, and Stay Safe
Generic AI vendors sell you a bot-building kit. These one-size-fits-all solutions place the burden of setup onto your financial institution. You’re in charge of programming your AI agent to understand what your customers or members need, how to respond to them, and how to fully resolve their inquiry or decide it’s time to pass to a care team agent—all without the catastrophic consequences of hallucinations.
With Glia Banker and Glia CoPilot, you can skip the lengthy setup process and keep your attention where it needs to be—on your members and customers.
1000+ Banking Goals, Out of the Box
Glia Banker is built to handle more than 1000 banking user goals, right away. With a best-in-class understanding rate for banking inquiries, it’s smart enough to understand what your callers are asking about—and what they aren’t. Also, while generic AI may draw from the internet’s vast open water, Glia Banker and CoPilot stay within the specific channels of your institution's workflows and compliance standards.
Here’s an example: To a generic AI agent trained on the entire internet, an ARM is a body part while a rate is a measure of speed. But to your customers, an ARM is an adjustable rate mortgage—their path to homeownership—while rate is the difference between a comfortable monthly payment and a financial strain.
Glia Banker understands these nuances right off the bat, then leads customers or members down the appropriate path to resolve their issue. This means your financial institution resolves inquiries faster while not just upholding, but uplifting, the high standard of service your people have to come to expect of your FI.
Continuously Raising the Bar for AI and Human Service
Your bank or credit union has spent decades amassing institutional knowledge and perfecting your service model. You need AI agents that get up to speed right away—no room for a slow learning curve or tedious manual training.
Glia Banker and Glia CoPilot immediately begin learning from your approved content and interaction history, helping you quickly unlock value without any dropoff in service. With your knowledge base and Glia Banker responses as the starting point, Glia Banker and Glia CoPilot continuously improve based on interactions from your top-performing agents.
From day one, Glia Banker’s responses are informed by the same self-improving intelligence layer that Glia CoPilot uses to guide your team. As a result, Glia Banker and Glia CoPilot act as a true extension of your workforce, ensuring your customers and members receive the same high caliber of service whether they interact with your care team or AI agents.
You stay in control at every step of the process. It’s up to you what knowledge is in play, what topics are off limits, and which agents inform your self-learning intelligence. This control ensures that AI isn’t just learning—it’s taking the best of your service and expertise and scaling it across your entire institution.
Zero Hallucinations or Prompt Injections, Guaranteed
You’ve worked tirelessly to earn and nurture trust with every account holder. Glia Banker protects that trust with an industry-first contractual guarantee: zero hallucinations, zero prompt injections.
While many AI vendors rely solely on guardrails, Glia is the only banking AI platform to mathematically eliminate the possibility of bad AI behavior. This guarantee comes from Glia’s strategic use of generative AI and large language models (LLMs) to understand exactly what a customer or member is asking for, but never to improvise answers. Instead, Glia uses a built-in proprietary approvals framework to give you full control over what your Glia Banker says to your customers or members.
Our guarantee gives you peace of mind that your banking AI workforce gives your people the same vetted, accurate assistance they get from your care team—no incorrect interest rates on loan offers or erroneous amounts during account transfers. This guarantee eliminates the risk of incorrect interest rates or erroneous account transfers. You maintain full control over every word the AI speaks.
Scale Your Mission With Glia Banker and Glia CoPilot
It’s time to stop simply competing with megabanks and fintechs and start beating them at their own game. Glia Banker and Glia CoPilot empower you to do just that. More than just an addition to your tech stack, they’re an extension of your workforce—the x-factor empowering you to accentuate the personal service your community counts on while unlocking the efficiency of an industry-leading financial institution.
Ready to stop playing catch-up and start winning? See a demo to discover what Glia Banker and Glia CoPilot can do for your financial institution today.
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