Human-Quality AI for Credit Unions
Still struggling to automate core banking transactions while staying compliant? Leverage our NCUA - compliant, core-integrated AI Virtual Agents across chat and voice.
Discover how Level AI moves beyond simple FAQs to resolve complex transactions to build member trust. Start exploring!
Trusted by CX leaders across financial organizations
Built for every member interaction
Live balances and transaction history pulled directly from your banking core.
Stop check and ACH block requests handled without a live agent. Confirmed immediately.
Move funds between established accounts via secure, authenticated voice or chat commands.
Manage the full lifecycle of Share Certificates, from maturity alerts to renewal execution.
New cards activated by voice or chat instantly. No branch visit or hold time required.
Execute hot-listing actions directly into your banking core the moment a card is reported lost or stolen.
Members self-report travel dates to prevent card declines abroad. Done in seconds.
Bridge the gap between card approval and physical delivery by pushing virtual credentials to digital wallets.
Secure identity verification via SMS OTP or member credentials, instantly.
Mitigate fraud losses during off-hours, by confirming transaction legitimacy directly with the member.
Balance member convenience with the strict discipline of financial business rules by apply the right level of authentication walls to the right task.
Automate the processing of overdraft or late fee refunds based on a deterministic evaluation of member loyalty.
Reduce incoming check-in calls to loan officers by providing real-time tracking for pending auto loans or mortgages.
Get instant, tier-based quotes and monthly payment estimates based on their actual credit profile.
Connect members to human agents with the full transcript and verified identity already in hand.
Hold Humans and AI to One Quality Standard
Score every virtual agent conversation against the same QA rubrics and performance benchmarks as your human team - accuracy, resolution quality, brand compliance.
Maximize Business Impact with Advanced Analytics
From voice of customer analytics to Virtual Agent performance reports Level AI delivers powerful insights that turns unstructured interaction data into actionable insights across product, support, and operations.
Extend Your CX Stack With 70+ Plug-and-Play Connectors
Unlock the full potential of your CX stack with Insider's trusted integrations to core banking systems, card platforms, digital banking and your CRM tools your credit union already uses.
Built for the credit union difference
Automate with confidence using NCUA-compliant PII masking and SOC2-certified infrastructure.
Ensure 100% compliance with built-in QA and deterministic flows for critical actions.
We leverage your existing interaction data to identify high-value automation opportunities, ensuring your AI roadmap solves for true member intent.
Own the entire performance layer with an AI stack purpose-built for the Credit Unions. Deliver human-quality accuracy and sub-second response times across every channel.
Balance automated speed with the human touch through context-rich human agent handoffs for a seamless transition that never feels like a restart.
Connect your human teams and AI so they share the same core knowledge and service standards. Turn your top member interactions into the logic that powers your AI.
Enterprise-grade security embedded within every workflow
Built for Speed, Scale, and Performance
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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Built for Credit Unions
Built for every member interaction
Direct integration with your banking core means members can move money, check balances, and stop payments through voice or chat. Confirmed and complete in the same interaction.
From a stolen card to a travel notice, members get resolution the moment they ask. No hold time, no callbacks, no open tickets.
Sensitive requests are protected without adding friction to routine ones. The right verification, triggered automatically based on what the member is actually trying to do.
Fee waivers, loan status, dispute routing. Handled by the agent where possible, escalated to a human when it matters, always with full context intact.
Extend Your CX Stack With 70+ Plug-and-Play Connectors
Unlock the full potential of your CX stack with Insider's trusted integrations to core banking systems, card platforms, digital banking and your CRM tools your credit union already uses.
Unified CX Intelligence
Every interaction becomes structured signal for QA, coaching, and VoC. See what is working, where the agent falls short, and which issues drive repeat contact, then use those insights to continuously improve performance.
