Banks & Credit Unions

Give members and customers fast, clear answers while your teams focus on higher‑value conversations. Wally & Sally act as AI front line for service and growth.

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What’s really happening today

Without Vanguard

Call centers and branches are overloaded with repetitive questions.
Leads for loans, accounts, and business services aren’t always followed up fast.
Members and customers feel like tickets, not relationships.
No simple way to see which relationships and campaigns drive growth.

With Vanguard

Common questions about accounts, cards, and access are answered instantly.
Inquiries for loans, accounts, and services get routed and followed up.
Proactive communication keeps members in the loop during key events.
Reporting highlights relationship growth and opportunity.

Services we run for banks & credit unions

📞 Service & support triage

Handles routine questions around hours, access, and basic account info.
Routes complex or sensitive issues to the right human quickly.
Reduces wait times and pressure on branch and call‑center staff.

🏦 Lending & product inquiries

Qualifies loan and product inquiries with key questions up front.
Books appointments or callbacks with bankers and lenders.
Reminds prospects about next steps and needed documents.

🌐 LLM website & education hub

Clear explanations of products, terms, and processes in plain language.
LLM‑assisted article and FAQ content for financial education.
Site structure tuned for search and accessibility.

⭐ Reviews & community presence

Review collection for branches and digital experiences.
Showcasing testimonials and success stories.
Routing negative feedback internally for resolution.

📣 Campaigns & relationship growth

Proactive outreach for new products, features, and programs.
Follow‑ups after major life events and financial milestones.
Targeted campaigns for businesses, students, or specific segments.

📊 Analytics & relationship insights

Visibility into engagement across channels and products.
Signals for at‑risk relationships or high‑potential clients.
Support for planning branches, products, and staffing.

What this usually means in numbers

Lower service burden on branches and call centers by offloading repetitive contacts.
Better response times on high‑value lending and product opportunities.
Stronger relationships through more consistent, proactive communication.

Exact results depend on your volume, offer, and current systems – we’ll plug in your numbers on the call.

See what Vanguard would handle for your banks & credit unions operation

On your strategy call, we’ll map your customer journey, show where Wally & Sally plug in, and outline the revenue and time you can realistically get back.

Request Your Free Strategy Call →