AI Live Demo & Remote Service for Banks & Credit Unions. A representative walks the member through online banking.
AI Live Demo and Remote Service lets your member service representative or your avatar present live from the website widget: how to enroll in online banking, how mobile deposit works, where statements sit in the app. Your enrollment guides and screenshots are shared while they talk, the member asks questions live, and the session lands on the member's record.
TRY AI LIVE DEMO FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Offer live help on the online banking page during branch hours, with our representatives.”
Lisa“Done: the online banking page now offers live help from a representative during branch hours; after closing, the AI answers from the guide pages.”
Any setting, in any module · applied only on your yes
How Banks & Credit Unions use it
A retiree stuck on online banking enrollment clicks for help, and a representative shows your screenshots step by step while she follows along.
A business bookkeeper asks how positive pay review works; the business banker presents the guide pages live and answers her questions.
After each session the summary lands on the member's record, so the next representative sees what was already explained.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live presentation to a visitor from the widget, your person or your avatar presents
- Pages and pictures shared while you talk; the visitor asks live
- Remote service sessions written to the record
Add it to AI Chat or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Live Demo & Remote Service does, for every business ›
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Questions & answers
AI Live Demo & Remote Service for Banks & Credit Unions: questions & answers
Can a credit union help members with online banking remotely?
Yes. A representative presents live from your website widget, sharing your guide pages and pictures while the member asks questions. The session is written to the member's record, so a later call starts where this one ended.
Does a live session involve the member's account?
No. The session is built to show your guide pages and pictures while you talk. Passwords and codes stay out of it, and anything account-specific is handled through your authenticated channels.
Can the avatar present instead of a person?
Yes. Your avatar can present the same guide pages when no representative is free, answering from your approved knowledge. A member who wants a person can ask for one, and the AI takes the details for a callback.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Banks & Credit Unions ›
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Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.