Human-Quality AI for Credit Unions
Resolve member requests with AI voice and chat agents trained on real support conversations and connected directly to your banking core.
Trusted by CX leaders across financial organizations
Resolve member requests instantly
Card Services
Routine card requests like activation, travel notices, and replacements are resolved instantly without entering the support queue.
Core Banking Transactions
Direct integration with the banking core allows members to check balances, move funds, and complete account actions in a single interaction.
Complex Resolution
Policy-based decisions such as fee waivers and account adjustments are handled automatically when eligibility is clear.
Fraud & Security
Sensitive actions are protected with step-up authentication and real-time fraud checks before changes are made.
More member requests handled instantly
Routine service requests resolved instantly through voice or chat, without adding friction for members.
One Quality Standard
Score every virtual agent conversation against the same QA rubrics and performance benchmarks as your human team.
AI that learns from every interaction
Every conversation feeds a unified intelligence layer that powers automation, agent coaching, and continuous system improvement.
Integrated across your banking stack
Direct integrations with core banking, digital banking, card platforms, lending systems, and CRM tools. No custom infrastructure required.
Built for real-time handling
Security and compliance built for financial services
Working with Level AI was a breath of fresh air after a miserable “failure to launch” with another vendor. We were able to make more progress in 4 weeks with Level AI than we had in 6 months previously. I love how responsive the implementation and development teams have been. The user experience has been excellent, and uptake and feedback from our users has been stellar. Having full control over the “truth” of our knowledge base is crucial to the overall experience. I would highly recommend the Level AI team for account management, development, and customer success management. A truly comprehensive launch success story.
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