AI E-mail is an AI email responder for credit unions and banks: Lisa reads every message sent to your branch, lending and member-service addresses, finds the member, sorts it to the right department and writes the reply from your approved knowledge. Each department decides whether she sends routine answers herself or a person approves first.
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7 days free · per company, never per seat · nothing to install


Rule per department
Decide for lending, operations and member service whether Lisa sends, Lisa drafts for a person's approval or a person writes, each with a response time.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Send routine answers yourself; hold anything about wires, disputes or fees for a person.”
Lisa“Routine member-service answers will go out on their own, and wire, dispute and fee threads will wait for a person. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Banks & Credit Unions use it
A borrower e-mails two pay stubs on Sunday night; the thread lands on the lending desk with a reply confirming they arrived, ready to send.
A bookkeeper asks how to request a statement copy, and the reply with your published steps goes out under the member-service rule.
A member writes that a wire never arrived; the thread waits in Needs you for operations, with Lisa's draft beside it.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI E-mail does, for every business ›
Works withLisa, your AI assistantAI Follow-upAI QuotingAI BookingAI TicketsAI Returns & Warranty
Every inbox
Lending, card services, operations and member service each get a desk with its own address, colour and count of open conversations.
For most messages the answer waits in Ready to send, written from your approved wording; a representative reads it, changes a word if needed and sends.
Needs you gathers the threads that need a decision, such as a wire question or a fee refund request, each with Lisa's proposal beside it.
An unclear message gets one polite question, then a person; an unreadable attachment goes to a person; a change of address is never made by the AI.
Your rules
Lisa answers and sends, Lisa writes and a person approves, which is the default, or a person writes alone: each department makes its own choice.
Set after how long an unanswered member message counts as overdue, in working hours or around the clock, so nothing sits unseen in the shared inbox for credit unions.
A message in Spanish or Vietnamese is read to your representative in English, and the reply goes out in the member's language with your own text beside it.
Questions & answers
Yes, for the routine ones. It drafts answers from your approved knowledge, such as hours, document checklists and how to request a statement copy. Bank customer service email automation is set per department: answers that go out alone, and answers that wait for a representative's approval.
The AI does not look up accounts. It replies with the approved ways to check a balance, such as digital banking or the phone line, and routes the thread to a person when the member needs more.
Only where you allow it. By default Lisa writes and a person approves, so nothing leaves without a click; you can let member service send alone once you have read her answers for a while and trust them.
Yes. Each person connects their mailbox whole, or forwards a copy and keeps the provider as the archive. Lisa reads only the folders you allow, and replies leave from the person's own address.
It routes the thread to a person at once, with your approved fraud-safety wording ready in the draft. The AI never judges whether an account was compromised, and your rules keep it from asking for a password or a code.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Banks & Credit Unions ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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