Enhance your member services with our Advanced AI Assistant
Available 24/7 to provide quick, personalised member support. Our advanced generative AI chatbots are designed to enhance your member service, enabling you to focus staff on growing your mutual.
CU Chat Features
Everything needed to support your members
By using advanced AI and Large Language Models tailored for credit unions, CU Chat learns specifically about your mutual.
Interactive Loan Calculator
Generative AI assistant that handles complex questions and guides members through loan calculations conversationally.
Customised and Branded
Tailored to your mutual’s unique branding, loan products, savings accounts, and branch details.
Free Up Phone Lines
Reduces simple inquiries to call centers, allowing staff to focus on high-priority member situations.
Bespoke Responses
Trained on specific products to provide empathetic, personalized responses to every member.
24/7 Access
Resolve financial queries anytime. If the AI can’t solve it, it provides clear next steps.
Multi-language Support
Communicate in multiple languages to break down barriers and ensure accessibility for all.
Automated Lead Capture
Enhance sales by automatically capturing member leads and facilitating callback requests.
Get started with CU Chat
Three simple steps to revolutionise your member service.
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Step 1
Book a demo
Allow us to show you the features that are enhancing the customer service experience for other Mutuals and how it can help yours.
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Step 2
Customise your chatbot
From loan calculation features to naming your chatbot, we’ll customise your chatbot to your needs.
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Step 3
Grow your Mutual
Once launched, you’ll be able to redeploy staff, focussed on building your member base and increasing revenue.
Frequently asked questions
Everything you need to know about setting up and using our AI Assistant. If you have any other questions, feel free to reach out to our team.
How does CU Chat handle personal data?
As a service handling member personal data, CU Chat is fully compliant with GDPR, ensuring personal data is stored in Frankfurt, Germany and controlled by the credit union. CU Apps provide a Data Processing Agreement giving further details on how data is handled.
Will my chatbot be specific to my mutual?
Yes! Your chatbot will respond with your credit union’s answers to your member’s queries. The chat bot is customised bespoke for your credit union, including the products you sell, the services you offer and the branches you have.
How much does it cost and is there a minimum term?
CU Chat has no upfront fees or development costs. For pricing in specific regions, please contact us. There is a 6 month minimum term, a 90 day cancellation notice is required.
Do you provide insights and analytics?
Yes! The CU Chat Portal is our chat admin portal that gives you access to your chatbot conversations, member feedback, and performance analytics. You can review chat responses, track usage trends, and monitor how your chatbot is performing over time.
Do you provide an SLA?
Yes! CU Apps makes its platform available with a 99.99% target service availability as a standard. The details of our SLA are outlined in our contract.
Does the member need to agree to the privacy policy before starting a chat?
In order to accept and process personal data, consent from users/members is required. This consent is collected via a tick-box option before a member can engage past the first screen with the chatbot.
Can we name our chatbot?
Of course you can! We try to make the design and name of each chatbot specific to the credit union. Credit unions pick their own name, colour schemes and avatar.
How does request a callback work?
Request a callback allows members to request a follow-up call from the credit union team when needed. When the feature is enabled, a request callback button is presented in conversations where the AI detects that a member may require additional human support.
What personal information is collected?
We only collect chat history. The chatbot does not ask for or require any personal data, and there are no questions designed to elicit sensitive information.
Trusted by leading Mutuals
Join the growing number of credit unions already using our AI Assistant to revolutionise their member service and automate routine enquiries.
