Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Meetings for Banks & Credit Unions. Video appointments with bankers, notes on the record.

AI Meetings runs the video appointments the Front Office books: the business owner meeting the business banker from the shop, the borrower reviewing the document list with the loan officer, the family adding a spouse to a membership. Up to eight people join, checklists and disclosures are shared, and the transcript and summary go on the relationship record unless regulated mode switches recording off.

TRY AI MEETINGS FREENo credit card · Ready in 2 minutes

7 days free · per company, never per seat · nothing to install

Zanus AI · AI Meetings · The Online meetings page

AI Meetings — The Online meetings page, real Zanus AI screen

You talk. Lisa sets it up.

You“Business banker appointments can be video; switch off recording for loan conversations.”

Lisa“Done: business banker appointments can now be booked as video, and loan conversations run in regulated mode with no recording. Want the video link in the confirmation e-mail?”

Any setting, in any module · applied only on your yes

How Banks & Credit Unions use it

A restaurant owner meets the business banker by video between lunch and dinner service to review merchant services documents.

Adult children join their father's video appointment from two states away to hear what the branch needs for a power of attorney.

For a loan review the institution switches on regulated mode, so that conversation runs with no recording.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Meetings booked by Front Office, up to 8 people
Files shared; transcript and summary on the record
Regulated mode: no recording, when your sector requires it

Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Meetings does, for every business ›

Works withAI Phone AI Chat AI Web Forms

Questions & answers

AI Meetings for Banks & Credit Unions: questions & answers

Can members meet a banker by video instead of driving to a branch?

Yes. The Front Office books the video appointment like a branch visit, and AI Meetings runs it with up to eight people and shared files. The transcript and summary land on the member's record unless you choose regulated mode.

Can bank video appointments run without recording?

Yes. Regulated mode runs the meeting with no recording, for conversations your institution prefers not to record. You decide which appointment types use it.

Who can join a business banking video meeting?

Up to eight people, such as the owner, the treasurer, the bookkeeper and your business banker. Documents are shared in the meeting, and the summary with the next steps the banker promised is written on the business record.

Keep exploring