AI Time Machine for Banks & Credit Unions. A member history timeline for credit unions, moment by moment
AI Time Machine gives you a member history timeline for credit unions and banks, built into the Team Assistant: ask about a member, a business or a dispute, and every dated call, e-mail, document and booking lines up on one timeline. Each moment carries a recap built from the record, nothing read from a model's memory.
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7 days free · per company, never per seat · nothing to install
Ask, then see
Ask the Team Assistant about a member or a case, and the TIME MACHINE button shows how many dated moments the answer gathered.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Go back to March.”
Lisa“Here is March: two calls, one e-mail and a document from the branch, each with its recap.”
You talk. Lisa sets it up. Applied only on your yes.
How Banks & Credit Unions use it
A member disputes a charge; operations asks the Team Assistant and plays every call, e-mail and document of the case in date order.
Before a renewal meeting, the business banker steps through a business member's year, from the first inquiry to the last signed document.
A branch manager asks Lisa to go back to March and reads what the member was told on the phone that week.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- The TIME MACHINE button: the count of dated moments an answer gathered
- Lanes: mail, mailboxes, documents, calls and bookings, records, calendar, pictures
- The jog knob: first, previous, play, next, last, by moment, day, week or month
- The pane: the moment as it lives, the passage lit
- A recap per moment: built from the record itself
- Dates in the file: a document at the date written in it
- Refresh from the records: what came after, marked new
- Print the story: the chronology on your letterhead
Add it to AI Team Assistant or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Time Machine does, for every business ›
Works withAI File CabinetAI Chat for your teamAI E-mailAI Calls Transcripts
The timeline
Business member history, every moment in its lane
A member relationship timeline built from what your Front Office already holds.
One lane per kind
E-mail, documents, calls, appointments, records and the calendar run in separate lanes, with each moment marked where its date falls.
Step through it
Play the case, or move one moment, one day, one week or one month at a time; the red cursor can also be dragged by hand.
The moment as it lives
The e-mail's text, the document's page with the passage lit, the call's transcript: open it where it lives or ask about that moment.
Refreshed from the records
New mail and new documents after the answer are laid on the same timeline marked new, so the history grows with the case.
Set-up
A dispute case timeline for banks in 2 minutes
Ask the Team Assistant
Ask about a member, a business member or a disputed charge in your own words, as you would ask a colleague.
Press TIME MACHINE
The button beside the box shows how many dated moments the answer gathered; press it and the lanes open.
Move through the story
Play it or step through it, the case chronology for bank operations laid out from the first call to the last document.
Try it on a real case
Run it for 7 days on your own records with no credit card, then print the story of a real case before you decide.
Questions & answers
AI Time Machine for Banks & Credit Unions: questions & answers
Where do the dates on the timeline come from?
Only from what your institution holds: member e-mail, the File Cabinet's documents, calls, appointments, front-office records and the calendar. A signed resolution scanned today still sits at the date it carries, so the order follows the case.
Does the timeline show account transactions?
No. It lays out the moments your Front Office holds: calls, e-mails, documents, bookings and records. Balances and transactions stay in your core banking system.
Can the story be printed for a case file?
Yes. Print the whole chronology on your letterhead, ready for the meeting or the case file, with each moment keeping its recap and its source.
Does the recap come from the AI's memory?
No. Each moment's recap is built from the record itself; the pane shows the e-mail's text, the document's page with the passage lit or the call's transcript beside it.
How do we open the timeline?
Ask the Team Assistant about a member, a business or a case, then press TIME MACHINE: the button shows how many dated moments the answer gathered, and the timeline opens in lanes.
Keep exploring
Where next?
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
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 ›
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Try it free on your own business — no credit card, per company, never per seat.
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Or call +1 (954) 736-3939 — the AI answers.