Members ask the same questions at all hours — “Can I join?”, “What's your best CD rate?”, “Do you do auto loans?” The AI Member Concierge answers them instantly, grounded in your own data.
Grounded in your data
The concierge answers from your published rates, products, branches, and eligibility — not the open internet — so responses are accurate and on-brand.
Always on, always capturing
It answers 24/7 and can hand a warm lead to the Lead Engine when a visitor is ready to join or apply.
What's included
- 24/7 chat on your profile
- Answers from your rates and products
- Eligibility and product guidance
- Hands warm leads to your team
Frequently asked
Where does the concierge get its answers?
From your own profile data — rates, products, branches, and field-of-membership — so answers stay accurate and specific to your credit union.
Can it capture leads?
Yes. When a visitor is ready to join or apply, it offers to send their details to your team; the visitor confirms, and the lead arrives with the conversation attached.
Can we see what members ask?
Yes. Conversations appear in your portal for 90 days, so you can spot questions your rates or FAQs don't answer yet.