A leading U.S. credit union with $8 billion in assets and over 400,000 members transformed its member experience and cut costs by partnering with 247.ai. Facing limited digital engagement, high costs from lack of automation, long wait times, and insufficient metrics, the credit union implemented 247.ai’s Engagement Cloud, including 7 Answers chatbots, 7 Assist agent workspace, and 7 Target for proactive outreach. This enabled self-serve query resolution, multimodal conversations for faster authentication, and seamless handoffs to live agents. Integration with Salesforce boosted agent productivity, while comprehensive analytics supported data-driven decisions, significantly improving member satisfaction and operational efficiency.

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