Glia

Automates banking interactions and workflows while helping financial institutions deliver connected, governed service across channels and in branches.

Automates routine banking inquiries and authenticated tasks so customers get fast self-service and frontline teams can focus on complex, personalized support.

Helps banking teams resolve requests, personalize service, and pursue growth opportunities with trusted, real-time guidance.

Helps financial institutions improve interaction quality, coach agents, monitor compliance, and make informed staffing decisions with on-demand AI insights.

Automates routine calls and preserves caller context so financial institutions can serve customers efficiently while freeing agents for higher-value support.

Automates routine inquiries and gives customers connected, personalized digital support while helping agents guide complex journeys.

Automates banking outreach and engages leads through voice AI and SMS, helping financial institutions grow deposits and loans, reduce delinquencies, and focus staff on ready-to-act customers.

Automates complex banking tasks across systems to help teams resolve inquiries faster, reduce escalations, and deliver more consistent service.

Gives frontline banking teams a complete customer view to personalize service, identify opportunities, and strengthen customer relationships.

Helps financial institutions implement, optimize, and govern banking AI while building internal expertise and working toward measurable results.

Glia Banking AI Platform

Glia Banking AI Platform is built for regional and community banks, credit unions, and other financial institutions. It automates inbound inquiries, outbound interactions, and internal workflows, and connects banking cores, engagement systems, and other infrastructure through a unified system of action. The platform brings AI and frontline teams together across customer interactions, using shared knowledge and banking system integrations to support governed task completion, service, and campaigns. Glia Branch extends the platform to in-person service, giving branch staff customer intelligence, approved guidance, and governed workflows alongside voice and digital support. Branch interactions can be recorded with permission, transcribed, summarized, and included in unified customer histories and reporting.

Category: Contact Center Software

• Automate Banking Interactions
  Automate routine customer interactions and internal work so teams can focus on more complex requests and service.
• Govern AI Responses And Actions
  Keep AI responses and actions under institutional control with approved knowledge, an approvals framework, and a contractual guarantee against hallucinations and prompt injections.
• Protect Sensitive Banking Data
  Apply banking-focused security controls, including PCI Level 1 compliance, encryption, PII protections, and auditable support access.
• Connect Service Across Channels
  Keep interaction context available as customers move between voice, digital, and branch service.
• Coordinate Banking Workflows
  Bring systems and shared knowledge together so interactions, workflows, and campaigns can operate from a unified foundation.
• Maintain Reliable Banking Service
  Support service continuity with redundant architecture and low-latency voice AI designed for reliable operation.
• Complete Governed Banking Tasks
  Enable staff to carry out approved banking tasks in back-end systems while maintaining institutional control over AI actions and human approvals.
• Unify Interaction Histories
  Bring branch, voice, and digital interaction summaries together in Glia Relationship Management so staff can access a fuller customer record.
• Connect Existing Banking Systems
  Use pre-built integrations and extensibility options to connect the platform with banking infrastructure and existing systems.
• Surface Visitor Profiles
  Give staff access to a visitor’s customer record at the start of an interaction, helping them provide personalized service.
• Capture Branch Conversations
  Record branch interactions with visitor permission and configure consent requirements for applicable state-specific laws.
• Transcribe Conversations Live
  Turn in-branch conversations into real-time transcripts to support record-keeping and reduce manual note-taking.
• Find Verified Guidance
  Help branch staff quickly access verified institutional knowledge during customer interactions rather than searching static resources.
• Surface Customer Intent Signals
  Give staff access to captured customer signals and interaction insights that can help identify service needs and growth opportunities.
• Evaluate Every Interaction
  Support comprehensive coaching with analysis of all interactions, rather than relying only on a sample or on in-person service data.
• Track Interaction Activity
  Give teams visibility into interaction activity across routing, AI handling, and CRM exports.
• Bring Branch Data Together
  Include branch interactions in unified reporting alongside interactions from other service channels.
• Control Platform Usage Costs
  Use unlimited seats and minutes under Glia’s stated pricing model without surprise costs.
• Bring Experts Into Conversations
  Connect branch staff with colleagues from other branches or departments during a conversation to help address nuanced questions.

Glia Banker

Glia Banker is an AI agent purpose-built for banks and credit unions that automates customer and member inquiries across voice and digital channels. Trained on more than 1,000 banking user goals, it handles routine questions and authenticated tasks such as account transfers and payment status inquiries. It can use approved internal documentation and past agent interactions to develop and improve responses, personalize voice greetings, and brief staff when a customer needs human assistance. Glia Banker connects with banking systems through more than 100 pre-built integrations and includes a contractual guarantee against AI hallucinations and prompt injections.

• Automate Up To 80% Of Inquiries
  Offloads routine customer and member requests, helping provide self-service while giving care teams more time for complex interactions.
• Serve Customers Across Voice And Digital
  Gives customers and members access to automated banking support through voice and digital interactions.
• Complete Authenticated Banking Actions
  Resolves eligible requests by carrying out banking tasks and retrieving account information within the institution’s authenticated environment.
• Use AI With A Contractual Guarantee
  Provides a contractual guarantee against AI hallucinations and prompt injections, as stated by Glia.
• Connect To Banking Systems
  Uses pre-built connections to integrate the AI agent with banking systems needed to support inquiries and authenticated tasks.
• Build Responses From Approved Knowledge
  Helps institutions configure responses using internal documentation and improve them with insights from past agent interactions.
• Brief Agents Before Handoff
  Provides agents with context when a request needs human assistance, helping them pick up the interaction without restarting the conversation.
• Understand Banking Inquiries
  Uses banking-specific training to understand customer and member inquiries, supporting accurate responses and inquiry handling.
• Personalize Caller Greetings
  Uses a caller’s interaction history to tailor greetings and support a more personalized automated experience.
• Deploy Without Months Of Custom Training
  Pre-trained banking goals and pre-built integrations are intended to help institutions get started without lengthy custom AI training.

Glia CoPilot

Glia CoPilot is an AI assistant for banking teams that surfaces institution-approved knowledge and actionable guidance during live interactions. It uses conversational context to offer source-backed answers and suggest relevant workflows, guiding agents through complex banking processes. Teams can also use it to prepare for interactions, review policies and training materials, personalize service with customer history, and support loan and deposit opportunities. Institutions control the knowledge, workflows, actions, and boundaries CoPilot can use, including which workflow steps require human approval.

• Surface Trusted Answers During Live Interactions
  Give agents immediate access to relevant, institution-approved answers grounded in sources, so they can focus on the customer conversation instead of searching for information.
• Guide Agents Through Banking Actions
  Help agents follow relevant workflows during customer interactions, complete banking requests in one screen, and reduce the need to switch systems or escalate to specialists.
• Convert More Loan And Deposit Opportunities
  Equip agents with timely guidance and product knowledge to support customers through loan and deposit processes and help convert relevant growth opportunities.
• Control AI Actions And Approvals
  Set the boundaries for AI-supported work and decide which workflow steps can be completed autonomously and which require human approval.
• Scale Approved Knowledge Across Teams
  Help teams and AI agents work from the same approved knowledge and governed processes as the financial institution evolves.
• Find Policies And Training Information
  Help team members access institutional information when preparing for interactions, learning procedures, onboarding, or catching up on product updates.
• Prepare Agents With Customer History
  Provide customer or member history to agents before or during interactions, helping them offer more personalized service.
• Provide Context For Warm Handoffs
  Give agents a concise summary of the interaction so they can continue helping customers with context during a handoff.
• Transcribe Interactions In Real Time
  Capture spoken interactions as they happen so agents can concentrate on the conversation rather than manual note-taking.
• Automate Post-Call Notes And Wrap-Ups
  Reduce manual post-call work and standardize interaction notes, helping agents regain time for customer service.

Glia Analyst

Glia Analyst is an AI agent for managers and executives at financial institutions, providing on-demand insights for quality management, coaching, workforce planning, and operational performance. It analyzes 100% of voice and digital interactions, scores them against quality criteria, and helps managers identify coaching opportunities, compliance concerns, service trends, and customer responses to banking products. Leaders can ask questions in everyday language to get interaction insights, create custom dashboards, and run staffing scenarios using historical data.

• Review Every Interaction
  Gives managers a comprehensive view of interaction quality by reviewing all interactions, helping them find issues and opportunities that sampling can miss.
• Target Coaching With Evidence
  Helps managers spend less time searching through calls and more time acting on objective, agent-specific insights and recommendations.
• Identify Compliance And Risk Issues
  Helps managers find potential regulatory slips and fraud patterns across interactions, supporting more focused review and follow-up.
• Get Answers By Asking
  Enables leaders to find answers about interactions and operations by asking questions, rather than waiting for reports or manually reviewing calls and transcripts.
• Forecast Future Staffing Needs
  Supports informed service center staffing and hiring decisions using historical interaction data and forecasts of future demand.
• Uncover Product And Loan Opportunities
  Helps financial institutions identify application and promotion opportunities in interaction data to support loan and deposit growth.
• Plan For Staffing Scenarios
  Helps managers assess potential staffing needs and service levels for different operating conditions, supporting near-term planning and hiring decisions.
• Create Custom Performance Dashboards
  Makes performance trends and operational metrics accessible in custom visual formats, helping leaders monitor service levels and identify areas for improvement.
• Understand Interaction Sentiment
  Helps leaders assess customer and member sentiment alongside interaction data to identify service improvements.
• Find Workflow Improvements
  Helps managers see how agents work across systems and identify opportunities to improve manual processes.

Glia Voice

Glia Voice is banking voice AI that automates high-volume phone inquiries and helps financial institutions handle more calls without additional hiring. Trained on more than 1,000 banking journeys, it identifies caller intent, accesses account context in real time, and resolves requests or routes callers to the appropriate agent. When human support is needed, it provides agents with interaction context for a warmer handoff. Glia Voice integrates with existing banking systems and CCaaS environments, and includes a contractual guarantee against AI hallucinations and prompt injections.

• Automate 1,000+ Banking Journeys
  Automate a wide range of routine banking calls with AI trained on more than 1,000 banking journeys, helping financial institutions handle high call volumes and free agents for other interactions.
• Prevent Hallucinations And Prompt Injections
  Keep AI responses within institution-approved topics and policies, backed by Glia’s contractual guarantee against hallucinations and prompt injections.
• Use Caller Context In Real Time
  Use caller intent, account context, and interaction history to support relevant greetings and responses, and help determine whether to resolve an inquiry or route the call.
• Transfer Calls With Full Context
  Give agents a summary and relevant context when a call is transferred, so they can begin assisting the caller without repeating questions already answered.
• Deliver Faster, Lifelike Voice Service
  Provide callers with natural-sounding voice interactions and low-latency service. Glia states that its voice AI is 50% faster than the nearest banking competitor.
• Complete Authenticated Banking Actions
  Enable the AI agent to handle supported authenticated tasks, such as account transfers and payment status inquiries, within the institution’s banking environment.
• Connect To Existing Banking Systems
  Integrate voice AI with banking cores, online banking platforms, and CRMs using Glia’s pre-built banking connections.
• Add Voice AI Without Replacing CCaaS
  Add Glia voice AI to an existing contact center environment and expand to the broader Glia platform at the institution’s own pace.
• Route Calls Based On Predicted Needs
  Use predictive routing as part of the voice AI experience to direct callers based on their interaction needs.

Glia Digital

Glia Digital combines AI and human support to deliver customer service across chat, voice, video, SMS, and secure messaging. It includes virtual assistants for self-service, AI tools that support agents, and digital interaction tools such as Live Observation, CoBrowsing, and video. Its ChannelLess® Architecture lets customers switch channels without losing context, while pre-built integrations support deployment with major online banking platforms and core systems.

• Automate Routine Inquiries
  Give customers an AI-powered self-service option for routine inquiries, including virtual assistants trained on more than 900 banking user journeys.
• Preserve Context Across Channels
  Let customers move between chat, voice, and video without losing context, disconnecting, or repeating themselves.
• Equip Agents With Real-Time Support
  Help agents handle customer interactions with context, real-time coaching, and tools for automating post-call work.
• Serve Customers Across Digital Channels
  Provide customer support across chat, voice, video, SMS, and secure messaging.
• See Digital Customer Roadblocks
  Give agents visibility into customer challenges on digital properties so they can understand what is happening and offer relevant assistance.
• Guide Customers Through Online Tasks
  Help agents provide hands-on guidance through online banking, applications, forms, and other digital journeys.
• Reach Customers Facing Digital Roadblocks
  Automatically message customers who encounter roadblocks on digital properties so they can receive support before abandoning their journey.
• Connect With Existing Systems
  Integrate digital tools with major online banking platforms, core systems, web and mobile apps, and other external systems.
• Personalize Support With Video
  Use one-way or two-way video to create personal customer connections and support processes such as document verification.
• Launch Digital Tools Faster
  Use pre-built integrations to deploy digital tools across web and mobile with less setup effort for IT teams.

Glia Outreach

Glia Outreach uses banking voice AI and SMS to run outbound campaigns that start two-way conversations with customers and members. It supports campaigns for CD and share certificate renewals, indirect borrower conversion, loan offers, and payment reminders. AI handles dialing and initial questions, then passes interested leads to agents with interaction summaries and real-time coaching. Teams can configure campaign flows, channels, timing, and frequency, and use branded caller ID, CRM integrations, automated call summaries, transcripts, and sentiment analysis.

• Automate Calls And Texts To Contact Lists
  Automates outbound dialing and messaging from supplied contact lists, reducing the need for staff to make cold calls manually.
• Engage Leads In Banking Conversations
  Starts responsive voice or text conversations with leads, answers initial questions, and helps move them toward relevant banking services.
• Target Renewals, Borrowers, Loans, And Payments
  Supports targeted campaigns to retain deposits, convert indirect borrowers into account holders, follow up on lending offers, and automate payment reminders.
• Equip Agents With Lead Interaction Context
  Provides agents with concise interaction context when a lead is transferred, helping them continue the conversation with relevant, product-specific service.
• Customize Campaign Flows And Timing
  Lets teams configure campaign interaction flows and select channels, frequency, and timing to suit each outreach campaign.
• Coach Agents During Lead Handoffs
  Gives agents real-time coaching during transferred interactions so they can respond to leads with relevant service.
• Generate Concise Post-Call Summaries
  Creates accurate, concise summaries after calls so agents can spend less time on record-keeping and move on to the next lead.
• Increase Answer Rates With Branded Caller ID
  Displays a branded caller identity for outbound calls, helping campaigns reach more customers and members.
• Manage Inbound And Outbound Interactions Together
  Brings inbound and outbound interactions into a unified agent view, reducing the need to use external dialers or toggle between screens.
• Analyze Interactions And Answer Manager Questions
  Provides transcripts and sentiment analysis and lets managers ask questions about interactions to gain insight into campaign conversations.
• Protect Outbound Calls From Spoofing
  Helps prevent fraud by providing spoof protection for outbound calling.
• Monitor Phone Number Reputation In Real Time
  Provides real-time visibility into a number’s reputation score so teams can monitor their outbound calling identity.

Glia Agentic Workflows

Glia Agentic Workflows turns approved banking procedures into governed AI actions that automate multi-step work across connected systems. Financial institutions can customize pre-built templates or create workflows from internal documentation, historical interactions, or natural-language descriptions. Teams control which steps AI completes autonomously and where human approval is required. During interactions, AI can suggest relevant workflows and guide agents through actions in real time, while audit trails and reporting support oversight and process improvement.

• Control AI Autonomy
  Set the level of autonomy for each workflow, from actions that require human approval to steps AI can complete independently, while keeping execution aligned with institutional policies.
• Complete Banking Actions In One Screen
  Guide agents through multi-step tasks in one screen, with AI filling in relevant information, suggesting next steps, and carrying out actions according to the workflow's approval settings.
• Build Workflows From Your Procedures
  Turn institutional procedures and expertise into workflows your team can use, with options to describe a process in natural language or upload internal documentation.
• Connect Banking Systems
  Use pre-built connections across banking infrastructure so workflows can perform actions across relevant systems without requiring agents to switch between them.
• Track Every Workflow Action
  Maintain a record of workflow steps, decisions, and system actions to support oversight and compliance.
• Automate Common Banking Requests
  Start with templates for frequent banking tasks, then customize them to help teams handle common service requests through guided workflows.
• Surface Relevant Workflows
  Use live interaction context to prompt agents with relevant workflows, helping them act on customer requests without searching for a process manually.
• Identify Process Improvements
  Review workflow reporting to find bottlenecks, spot opportunities to improve processes, and identify work that may be suitable for further automation.

Glia Relationship Management

Glia Relationship Management (GRM) is an AI CRM built for banks and credit unions. It combines voice, digital, and branch interaction histories with core banking data in a unified customer or member view, surfaced directly where frontline teams work. AI-generated summaries and insights help staff personalize service and act on cross-sell, retention, service, and risk opportunities. GRM automatically captures interactions and updates records, reducing manual logging and the burden of managing a separate third-party CRM.

• Unify Customer Context Across Every Channel
  Bring interaction histories from voice, digital, and branch together in one record so frontline teams can see customer context without manually logging each interaction.
• Connect Interaction History With Banking Data
  Give frontline teams a combined view of customer interactions and core banking information, including balances, transactions, products, and loans.
• Surface Customer Context As Interactions Begin
  Show frontline staff a customer or member profile and a scannable history summary at the start of an interaction, helping them begin with relevant context.
• Reveal Relevant Growth And Retention Signals
  Use interaction history, staff notes, and core banking details to help frontline teams recognize opportunities to personalize service, cross-sell relevant products, support retention, and respond to risk signals.
• Keep Customer Records Current Automatically
  Reduce manual record keeping by automatically updating records after interactions and creating records for digital or voice interactions that do not yet have one.
• Access Customer Context In Existing Workflows
  Make customer information available where frontline staff already work, while avoiding the need to buy and manage a separate third-party CRM.

Banking AI Advisory and Support Services

Glia provides advisory, implementation, training, and ongoing support to help financial institutions realize value from their AI investments. Services include AI journey guidance on security, workflows, integrations, and long-term strategy; process consultation based on institutional challenges and KPIs; implementation support; proactive training; and technical expertise. Support plans can include AI impact reviews, performance recommendations, risk monitoring, roadmap planning, and custom integration guidance. Additional services include contact center optimization, interaction strategy workshops, and integration and development support.

Category: AI Consulting

• Navigate AI Decisions Confidently
  Get guidance on the broader AI journey, from security governance and workflows to integrations and long-term strategy.
• Launch Banking AI With Expert Support
  Work with designated implementation and launch experts to support deployment and move banking AI into production.
• Align Solutions With Measurable Goals
  Use a review of challenges, KPIs, and interaction strategy to shape solutions around institutional targets and measurable outcomes.
• Improve AI Performance
  Review AI impact and receive recommendations and performance tuning to support KPI progress and customer experience improvements.
• Plan Roadmaps And Monitor Risk
  Get strategic and roadmap guidance alongside proactive risk monitoring and innovation consulting.
• Resolve Technical Questions With Experts
  Access in-house technical experts, with plan-dependent options for a designated point of contact, phone support, response commitments, and service reviews.
• Build Team Expertise
  Prepare teams to use Glia tools and features through proactive training and education.
• Streamline Contact Center Workflows
  Review existing workflows and identify ways to make agent processes more streamlined and efficient.
• Refine Interaction Strategies
  Use workshops to review and improve interaction strategies across agent performance, AI efficiency, and customer service.
• Connect And Customize Glia
  Get support for pre-built or custom integrations and development services that adapt the platform to institutional requirements.