Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Banks & Credit Unions. A credit union CRM that writes every member conversation

AI CRM is a credit union CRM that keeps itself: every member or prospect who calls, chats, writes or fills a form becomes a front-office record with the whole story, and business members are grouped into company records. Calls due and replies to answer reach the right banker, and your core stays the account record, untouched.

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

Zanus AI · AI CRM · Members and prospects

Credit union CRM: everyone who left a name and an e-mail or phone on any channel, with the source, real Zanus AI screen

Members and prospects

Everyone who left a name with an e-mail or a phone on any channel lands on one list, with where they came from and where they stand.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Add the kinds of contact we use: member, prospective member and business member.”

Lisa“Your contact kinds will be member, prospective member and business member, shown on every record. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Banks & Credit Unions use it

A bakery's owner, treasurer and bookkeeper appear under one business record, each with the questions they asked on file.

A branch manager asks Lisa for a one-page brief on a business member before calling back about merchant services.

A prospect who asked twice about a home equity line shows on the TO DO desk as a call due for the loan officer.

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

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

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

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

Every member

What a credit union CRM records without anyone typing

Every channel, one record

A name with an e-mail or a phone, given on a call, a chat, a form or an e-mail, becomes a contact by itself, with the source on the row.

The whole story

Every call, chat, e-mail, booking and request on one timeline, newest first, so the loan officer reads what was said before calling back.

Business members as companies

People with a verified address at the same business domain form one company record, with its people, deals, tasks and conversations together.

Brief me before a call

One click on Brief me and Lisa writes a one-page brief: who the member is, what they asked, what was sent and what to say next.

Inquiries

A CRM for community banks that follows each inquiry

A crm for credit unions should keep the front-office story; the account record stays where it is.

Inquiries as deals

A loan or business-account inquiry opens a deal on the first signal, and it moves through your stages as the member books or replies.

Only a person closes it

The machine never marks an inquiry lost and never moves it back; a banker decides, and the reason is kept for the win and loss report.

Your core stays the account record

Balances, loans and transactions stay in your core and digital banking; the CRM keeps the conversations, appointments, requests and follow-ups beside them.

Questions & answers

AI CRM for Banks & Credit Unions: questions & answers

Does an AI CRM replace our core banking system?

No. It is the front-office record beside your core: conversations, appointments, requests and follow-ups. Balances and transactions stay in your core and digital banking, and the AI never reads or writes an account.

Can we name our own contact kinds, like member and prospective member?

Yes. You name the kinds of contact your institution uses, and add fields of your own to contacts, companies and deals, such as the branch or the membership date: text, number, date or choice.

Can calls be recorded on the member's record?

Every call the AI answers lands on the member's timeline with its transcript. Call recording is off as shipped; when you switch it on, each call keeps its recording in the call register and callers can be told the call may be recorded.

Who can export member data?

Only Managers. Every export of contact data is logged with its author, and imported lists wait in Import review until someone accepts each contact; imported contacts are never auto-called.

How does member relationship management work for business members?

Each business member becomes a company record from its verified e-mail domain, with the owner, the treasurer and the bookkeeper as its people and one timeline of everything they asked. Business member records carry the deals and the tasks too.

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