On-Demand Webinars - AI Success in Banking

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Featured Webinar

How Agentic AI is Transforming Collections with Earlier Outreach and Higher Recovery

In this CUbroadcast interview, interface.ai’s CEO explores how agentic AI is transforming how credit unions and community banks tackle collections – shifting outreach from a 30-day manual process to a day-one, multichannel engagement that recovers more, costs less, and gives members a safer space to navigate financial difficulty.

SPEAKERS

Michael Lawson - Creator and Host, CUbroadcast, Srinivas Njay - CEO and Co-Founder, interface.ai,

2-3x higher recovery vs. 30-day follow-up cycles 20–25% improvement in delinquency recovery rates $2–3M in recoverable losses for a $2B institution

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How Agentic AI Is Improving Efficiency Ratios at Navigator and Red Rocks Credit Union

Navigator Credit Union and Red Rocks Credit Union deployed Agentic Voice AI to move beyond call deflection — automating end-to-end member interactions, eliminating third-party after-hours costs, and freeing staff to focus on the conversations that actually build relationships.

SPEAKERS

Krystle Brown - Senior Director of IT, Navigator Credit Union, Josh Henderson - SVP of IT, Red Rocks Credit Union, Srinivas Njay - CEO and Co-Founder, interface.ai,

70%+ call automation Eliminated third-party after-hours costs

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Impact & Insights from Credit Union of America's Employee AI Strategy

Credit Union of America deployed interface.ai’s Employee AI to give frontline staff instant access to accurate answers, reduce reliance on tribal knowledge, and free agents to focus on the conversations that matter most — driving turnover down from 90% to 24% and member satisfaction to 4.73 out of 5.

SPEAKERS

Austin Hammond - Employee Engagement Lead, Credit Union of America, Srinivas Njay - CEO and Co-Founder, interface.ai,

Turnover reduced from 90% to 24% 4.73 / 5 member satisfaction score

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How Securityplus Federal Credit Union Drove 6% Growth with Voice AI

When Securityplus Federal Credit Union’s IVR system reached end-of-life, leadership saw it as an opportunity to rethink member service from the ground up — not just replace aging technology. By deploying interface.ai’s Voice AI Agent, they transformed their contact center into a 24/7 member engagement engine that delivers personalized, consistent support at scale.

SPEAKERS

Jeff Gehris - COO, Securityplus FCU, Srinivas Njay - CEO and Co-Founder, interface.ai,

84% call automation 6% membership growth 85% first contact resolution

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How Bank of Guam Trusts AI to Strengthen Its Legacy of Service Excellence

Bank of Guam took a deliberate, phased approach to deploying Voice AI and Chat AI — bringing members and staff along for the journey rather than surprising them with change. Three years in, the results reflect both the patience of the strategy and the strength of the partnership.

SPEAKERS

John Reyes Jr. - VP Director of Business Innovation, Bank of Guam, Kyle Aguon - AVP Customer Experience, Bank of Guam,

60% call automation 200 hours saved monthly 90%+ CSAT achieved

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Meet the Industry's First Agentic Voice AI — Live in Credit Unions and Community Banks

Navigator Credit Union and Red Rocks Credit Union were among the first financial institutions in the world to go live with Agentic Voice AI. In this webinar, they share what the deployment actually looked like — the testing, the member reactions, and the results — giving other credit unions a candid, practitioner-level view of what’s now possible.

SPEAKERS

Krystle Brown - Senior Director of IT, Navigator Credit Union, Josh Henderson - SVP of IT, Red Rocks Credit Union, Tara Mitchell - Project Manager, Navigator Credit Union,

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From Voice Bots to Voice Beings: The Agentic AI Leap Redefining the Banking Experience

Traditional voicebots handle simple tasks. Agentic Voice AI does something fundamentally different — it reasons, acts, and resolves member needs end-to-end. This session breaks down what makes the technology different, why now is the inflection point, and what the shift means for credit unions and community banks.

SPEAKERS

Srinivas Njay - CEO and Co-Founder, interface.ai, Jack Chawla - VP Marketing, interface.ai,

10x easier implementation 10x performance gains Higher automation rates fewer escalations

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How University of Michigan CU Uses AI to Elevate Member Service Without Losing the Member-First Promise

University of Michigan Credit Union deployed Voice AI and Chat AI through a phased, member-friendly rollout — including a deliberate decision to offer AI as an option rather than a forced path. The result: strong automation rates, 24/7 member support, and a fraud detection capability that caught three suspicious attempts in the first two weeks of launch.

SPEAKERS

Sherry Wu - CTO, University of Michigan Credit Union, Srinivas Njay - CEO, interface.ai,

67% chat automation rate 3 fraud attempts caught in first 2 weeks

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How Employee AI Supercharges Employee Service, Speeds Up Onboarding & Reduces Turnover

Contact center agents are asked to know everything and answer it instantly, under pressure, all day long. Employee AI changes that dynamic — giving frontline staff a ChatGPT-like assistant that surfaces accurate answers in real time, speeds up onboarding, and frees agents to focus on the conversations that matter most.

SPEAKERS

Srinivas Njay - CEO and Co-Founder, interface.ai, John Taranzetti - VP Customer Success, interface.ai,

30% productivity uplift for new agents 15% more issues resolved per hour

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Prospera Credit Union's Journey from IVR Phone Banking to AI-Powered Member Service Excellence

When Prospera Credit Union faced a core conversion, they chose to go live with Voice AI — including full transactional capability — on the same day. What followed was a 10x call volume surge on day one, 43% automation from the start, and a 2.5-year journey to 66% automation and a 94% answer rate, all without adding contact center headcount.

SPEAKERS

Todd Thiel - Chief Digital & Technology Officer, Prospera Credit Union, Jon Terenzetti - VP Customer Success, interface.ai,

43% automation on day 1 66%+ call automation 94% answer rate (up from low 60s)

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Inside Affidian Credit Union's Multichannel AI Strategy for Members and Frontline Staff

Ahead of a significant membership expansion and rebrand, Affidian Credit Union proactively deployed Voice AI, Chat AI, and Employee AI across member and frontline touchpoints — going fully live in under eight months and building a frictionless service model before problems could arise.

SPEAKERS

Christine Wiley - President & CEO, Affidian Credit Union, Srinivas Njay - CEO and Co-Founder, interface.ai,

Voice AI, Chat AI & Employee AI live in under 8 months

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Unpacking EFCU's AI Strategy: Driving Automation and Frontline Efficiency with Voice AI & Employee Co-Pilot

EFCU Financial deployed Voice AI and Employee AI to tackle rising call abandonment, high third-party contact center costs, and frontline knowledge gaps — and within just 60 days, they were already seeing measurable results across all three.

SPEAKERS

Tyler Brooks - VP Projects & Innovation, EFCU Financial, Srinivas Njay - CEO and Co-Founder, interface.ai,

50%+ call automation within 60 days 30% reduction in calls reaching agents

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Inside WEOKIE FCU's AI-Powered Contact Center: Transforming Member Service with Voice and Chat AI

WEOKIE Federal Credit Union was dealing with 30-minute wait times, rising staff attrition, and an end-of-life phone system. Instead of patching the problem, they deployed Voice AI and Chat AI — and achieved $800k in annual savings, 66% call automation, and a wait time of 30 seconds, all without adding headcount.

SPEAKERS

Rhonda Neathery - VP Digital Branch, WEOKIE Federal Credit Union, Srinivas Njay - CEO and Co-Founder, interface.ai,

66% call automation $800k saved per year Wait time cut from 30 mins to 30 secs

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Learn How Dupaco Sets the Standards for Fraud Prevention and Personalized Member Experiences with AI

Dupaco Community Credit Union built a three-legged stool of fraud prevention: caller ID forensics, biometric authentication, and call automation — all working together to stop fraudsters while delivering a seamless 24/7 member experience. Chief Risk Officer Todd Link shares how the strategy came together and what it has delivered.

SPEAKERS

Todd Link - Chief Risk Officer, Dupaco Community Credit Union, Charlie Peterson - VP Strategic Initiatives, Allied Solutions,

80% after-hours call automation $350k net savings in year one

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Secure Banking: How to Achieve A+ Security Without Compromising CX

Great Lakes Credit Union deployed Voice AI with layered fraud prevention — including device biometrics — to protect members without creating friction. COO Elizabeth Osborne shares how GLCU balanced security and experience, achieving strong call containment rates both during and outside business hours.

SPEAKERS

Elizabeth Osborne - COO, Great Lakes Credit Union, Chris Bechtel - VP Marketing, interface.ai,

60% call automation during business hours 75% call automation after hours

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Creating a Great Member Experience in a Finance-First State: A Fireside Chat with Del-One FCU

Del-One Federal Credit Union — Delaware’s largest credit union — deployed Voice AI and Chat AI with one goal: be the easiest place to work and do business with. Their AI assistant Breezy now handles 60-65% of all calls while still welcoming members who prefer to speak with a person.

SPEAKERS

Dan McCarthy - President & CEO, Del-One FCU, Horacio Cruz - Director of Member Experience, Del-One FCU,

60–65% call automation 1,500–1,800 calls/day handled by AI Eliminated after-hours outsourcing

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Learn How University Credit Union is Transforming Banking in the Age of AI

University Credit Union is using generative AI to give frontline staff instant, accurate answers and elevate every member interaction. In this webinar, interface.ai unveils its AI-powered Frontline Assistant alongside UCU’s EVP & COO Estela Nagahashi, and shares a first look at the future of AI-native banking.

SPEAKERS

Estela Nagahashi - EVP & COO, University Credit Union, Srinivas Njay - CEO and Co-Founder, interface.ai,

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How Neighborhood CU Is Leveling-Up Their Member Experience with AI

Neighborhood Credit Union deployed Voice AI to tackle rising call volumes, reduce wait times, and deliver 24/7 member support — without adding headcount. Their AI assistant Nick handles routine inquiries instantly, freeing agents to focus on the conversations that actually build member relationships.

SPEAKERS

Carolyn Jordan - Chief Growth Officer, Neighborhood Credit Union, Srinivas Njay - CEO and Co-Founder, interface.ai,

90% call automation 98% call accuracy $4.4m saved in support operations