AI Team Assistant for Banks & Credit Unions. Your staff ask the procedure manual in plain words.
AI Team Assistant answers your tellers, universal bankers and member service representatives from internal documents: which branch has the notary today, how to process a stop payment, the escalation path for a suspected elder-fraud case, who covers business banking while someone is out. Internal-only knowledge stays internal, and each answer shows its source so staff learn where things are.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Load the procedure manual and branch coverage sheet for staff only.”
Lisa“Done: the procedure manual and branch coverage sheet are loaded as staff-only knowledge; members will never see them.”
Any setting, in any module · applied only on your yes
How Banks & Credit Unions use it
A teller asks how to handle a check hold on a new account; the assistant answers with the procedure page it came from.
A branch manager asks who covers the business banker's appointments next week and gets the coverage memo with its source.
A representative asks the escalation steps for a suspected elder-fraud call and receives your internal procedure, never shown to members.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
AI Team Assistant for Banks & Credit Unions: questions & answers
Can bank staff ask an AI about internal procedures?
Yes. AI Team Assistant answers your staff from internal documents you load, such as procedure manuals and coverage sheets, and shows the source of every answer. That knowledge is never shown to members on any channel.
Will the team assistant ever answer a member?
No. It serves only your staff. Member-facing channels use the approved public knowledge, and internal procedures stay behind the counter even when a member asks for them.
What happens when a bank procedure changes?
You replace the document once and the assistant answers the new way that day, at every branch. Because each answer cites its source, staff can see which version they are reading.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Banks & Credit Unions ›
Answers & books
Sells
Helps your team
Included
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.
Awards & trade shows ›
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.