ChatBeacon AIX brings AI chat, live agents, and co-browse to your credit union — so members get answers 24/7, your contact center breathes, and your data stays yours.
Figures illustrative — modeled on typical credit-union deployments.
Members don't bank 9-to-5, and they don't read your FAQ page. Meet them where they are — and route the hard stuff to the right person.
Balances, rates, branch hours, card replacement — Beacon handles the everyday questions so your team owns the complex ones.
When a member stalls on a loan or account form, co-browse lets an agent see their screen and point to the exact field — no screen-share download.
Members bank at 11pm. Beacon answers overnight and on weekends, then briefs an agent with full context in the morning.
Audit trails, data residency, and access controls that satisfy GLBA and your examiners. You own your member data — always.
Deflect routine calls to chat and let members self-serve. Hold times drop, and agents focus on the members who truly need them.
A member calls because the online application "isn't working." Instead of guessing, your agent opens co-browse and sees their screen in real time — then points to the exact field. No downloads, no remote-desktop software.
"Since launching ChatBeacon, after-hours questions get answered the instant a member asks — and our phone volume is noticeably lighter. Members tell us it feels like we're always open."
Illustrative — composite of customer feedback.
Built for regulated financial institutions. ChatBeacon never sells your data or trains public models on member conversations.
Export or delete every conversation at any time. It's yours, not ours.
Infrastructure and a support team based in the United States.
Independently audited security controls, reviewed annually.
All data encrypted in transit and at rest, with masked sensitive fields.
Every action logged and exportable for your examiners.
SAML SSO, SCIM provisioning, and granular agent permissions.
Drag to estimate. Based on 68% of routine conversations deflected from phone and email to AI chat.
Illustrative estimate assuming ~$6 fully-loaded cost per routine interaction. Your savings will vary.
Yes. ChatBeacon is built for regulated financial institutions, with full audit trails, configurable data-retention, and access controls designed to satisfy GLBA and your examiners. We will walk through your specific exam scope during onboarding.
Your data is hosted on US-based infrastructure and it stays yours. ChatBeacon never sells your data or trains public AI models on member conversations — and you can export or delete it at any time.
ChatBeacon integrates through secure APIs and webhooks and runs alongside common cores and digital-banking platforms. Our team scopes the exact connection with you before launch.
When a member needs a human — or simply asks for one — ChatBeacon AIX passes the full conversation, context, and member details to an available agent with a Smart Handoff, so nobody has to repeat themselves.
Beacon answers overnight, on weekends, and during call surges. Anything it cannot resolve is queued with full context for your team the next morning, so no member is left waiting.
Most credit unions go live in a few weeks. We help train ChatBeacon AIX on your rates, products, and FAQs, configure your handoff rules, and match the chat widget to your brand before go-live.
See ChatBeacon set up for a credit union like yours. 20 minutes, no slides — just the product answering real member questions.
No credit card · See it on your own site · Made in USA
