Increase member engagement, capture more lending and service opportunities, and give staff AI-assisted support while keeping human judgment at the center. Adopt AI at the pace that fits your credit union.
Give members faster answers, more convenient digital support, and a clear path to a person when it matters, while helping your team increase engagement and capture more lending and service opportunities.
Give members quick answers about rates, branch hours, cards, account services, and other everyday needs, while staff stay focused on more complex conversations.
Use Co-Browse to guide members through loan and account applications in real time, helping them move forward without requiring a screen-share download.
Extend service beyond branch hours with AI-assisted answers, then carry full conversation context forward when staff follow up.
Support GLBA-aligned data handling with audit trails, access controls, flexible data residency, and deployment options designed for greater control.
Shift common service questions to digital channels so members can self-serve and staff can focus on conversations that need human attention.
Figures illustrative — modeled on typical credit-union deployments.
A member calls because the online application “isn’t working.” Instead of guessing, your agent opens Co-Browse, sees the screen in real time, and guides them to the exact field. No downloads or remote-desktop software required.
"ChatBeacon has made after-hours service much easier for our members. Routine questions get answered right away, phone volume is lighter, and our team can focus more time on the conversations that need a person.
Illustrative — composite of customer feedback.
Built for regulated financial institutions. ChatBeacon never sells customer data or uses your conversations to train public AI models.
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
