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AI Growth Agents

Purpose-built AI agents that grow deposits, loans, and membership at credit unions and community banks. Deployed in a 10-day sandbox on your real member data, with human-in-the-loop review at every step.

How deployment works

10-Day Sandbox Setup

Agents deploy to a governed sandbox connected to your real data. No core changes.

Human-in-the-Loop Review

Every agent output is reviewed and approved by your staff before it reaches a member.

Deploy & Measure

Promote to production with dashboards for lift, savings, and audit trails.

Agents available today

Deposit Growth Agent

Identifies deposit expansion opportunities across the existing book and drafts personalized outreach.

Loan Cross-Sell Agent

Surfaces the next-best loan product for each member with pre-computed offers.

Onboarding Concierge

Guides new members through funding, direct deposit switch, and first-week engagement.

Fraud Triage Agent

Reviews flagged applications and prioritizes the queue for human analysts.

Servicing Deflection Agent

Answers common member questions inside digital banking with cited internal policy.

Portfolio Insight Agent

Weekly executive briefing on portfolio trends, at-risk deposits, and pipeline health.

What makes it examiner-ready

Every agent action is audited, reviewable, and reversible
PII is masked by default; model access is scoped and logged
Designed to fit NCUA's 2026 AI supervisory posture, SR 11-7 model risk management, GLBA, and FFIEC guidance
Vendor management and TPRM artifacts available on request