GLia copilot
Make Every Agent a Top Performer
Deploy agentic AI to complete complex banking workflows and surface approved knowledge during interactions so agents can grow loans & deposits, improve care, and boost efficiency.
why glia copilot
Bring Actionable Guidance Into Every Banking Interaction
Interactions move quickly. Glia CoPilot helps your team keep pace by bringing approved knowledge and automated workflows directly into live conversations—without placing customers on hold, jumping between systems, or escalating to specialists.
Grow Loans & Deposits
Identify relevant selling opportunities and help agents convert with real-time guidance through complex, multi-step processes.
Resolve Faster
Turn customer and member requests into completed banking actions all in one screen, without leaving the interaction.
Strengthen Service
Codify complex processes into automated workflows and scale knowledge from your top performers across your entire team.
glia copilot
Scale Approved Workflows and Expertise to Your Entire Team
No more searching through PDFs, waiting on supervisors, or relying on unverified AI. Glia CoPilot uses your approved institutional knowledge and live interaction context to surface relevant knowledge and guide your team through complex workflows in real-time.
Surface Approved Knowledge During Interactions
Glia CoPilot assists your care team through interactions by understanding live conversational context, offering proactive prompts in real time, and delivering source-backed answers.
Turn Requests into Completed Banking Actions
Glia CoPilot recognizes customer intent during interactions and suggests a relevant Agentic Workflow, which guides your team through processes in real-time.
Give Your Team an Always-On Research Tool
Glia CoPilot makes it easy for your team to prepare for interactions, review policies, navigate training, speed up onboarding, stay on top of product updates, and more.
glia banking ai advantage
Deploy Banking AI With Confidence
Glia gives you peace of mind your entire team is acting on the same trusted, approved knowledge, even as your financial institution evolves.
Approved By Your Institution
You control the knowledge, workflows, actions, and boundaries your CoPilot can use.
Autonomy With Full Control
Determine whether AI or human executes each step of your Agentic Workflows.
One Unified Execution Layer
Stay consistent by scaling the same knowledge and governed processes to your care team and AI agents.
glia banking coach & agent ai
Turn Every Agent Into a
Universal Banker
Expand your care team’s impact without adding headcount. Glia Banking Coach and Agent AI tools are purpose-built to help frontline agents grow assets, improve service, and make care more efficient.
Convert More Loan & Deposit Opportunities
Give agents real-time guidance to cross-sell, upsell, and assist customers through the loan and deposit processes with Glia Banking Coach.
Personalize Interactions
Make callers feel like they’re talking to someone who knows them, every time, by using AI Heads-Up to prep agents with customer or member histories.
Offer Warm Handoffs
AI provides agents with a concise interaction summary so they can immediately offer help instead of asking questions callers have already answered.
Keep Agents Focused on the Conversation
Automatically transcribe interactions in real-time so your care team can concentrate on service instead of taking notes or asking callers to repeat themselves.
Eliminate Manual Post-Call Work
Help agents reclaim up to 13% of each call, gain time back for service, and standardize post-call notes by using AI to automate interaction wrap-ups.
GLIA AGENT AI SUCCESS STORY
How Heritage FCU Drives Loan Growth From the Frontline
Heritage has used voice AI to exceed 151% of its annual loan growth target, deepen member relationships, and set the stage for virtually limitless expansion.
2.5x
Increase in YOY loans, now at 151%+ of annual target, with 25% less staff
2x
More volume handled—with 20% more workforce efficiency and no extra headcount
100%
Member interactions automated or enhanced by AI
18%
Decrease in average handle time
GLIA COPILOt USE CASES
What Will You Do With 2x Workforce Capacity?
As part of Glia’s Banking AI Workforce, Glia CoPilot helps you increase team capacity without adding headcount, unlocking transformative possibilities for your financial institution.
Scale With M&A
Accelerate Deposit Growth
Close More Loans
Reimagine the Contact Center
Extend Your Virtual Presence
Improve OLB Support
GLIA BANKING AI TESTIMONIALS
Surfacing Expertise
With Banking AI
"Our call center manager used to have sticky notes all over her desktop. Glia has transformed this into a virtual system, pulling in information exactly when it's needed. It's like having an expert colleague always at your side, ready with the right information at the right moment."
Rachel Winn
Systems Administrator, Granite Credit Union
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Glia AI
The AI Workforce Built for Banking
Stop deciding between your mission and your growth. Glia helps regional and community institutions unlock efficiency, grow loans & deposits, and strengthen personalized care.
Zero Hallucinations or Prompt Injections, Guaranteed
See how Glia’s responsible use of GenAI offers an industry-first guarantee: No hallucinations or prompt injections.
