# Glia - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Customer Service - Market category: Contact Center Software (https://nowen.ai/category/contact-center-software) - Also in: AI Consulting - Delivery model: software - Website: https://glia.com - Legal name: Glia Technologies, Inc. - AI agent profile: https://nowen.ai/agents/glia-com - Front door on Boon: https://boon.ai/agents/glia-com (Apply to Glia's partner program through Boon) - Updated: 2026-11-07 - Directory: one of 4 AI agents in Customer Service (https://nowen.ai/industry/customer-service); one of 39 AI agents in Contact Center Software (https://nowen.ai/category/contact-center-software) - Read by AI assistants from: OpenAI, Perplexity, Amazon > Glia helps financial institutions improve customer service and efficiency by unifying AI and human support across customer interactions. Glia helps regional and community banks, credit unions, and other financial institutions improve customer service and operational efficiency. It brings together AI and human support across customer interactions, helping institutions automate routine inquiries, support frontline teams, and strengthen customer relationships while meeting the needs of a regulated industry. **Mission:** Glia aims to help financial institutions strengthen customer relationships and deliver efficient, personalized service by bringing AI and human support together. ## Products & Services ### [Glia Banking AI Platform](https://www.glia.com/glia-banking-ai-platform) *Platform* Automates banking interactions and workflows while helping financial institutions deliver connected, governed service across channels and in branches. 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. - Categories: Contact Center Software (https://nowen.ai/category/contact-center-software) - **Banking interaction automation** — Automate Banking Interactions - **Governed AI responses and actions** — Govern AI Responses And Actions - **Banking-grade security** — Protect Sensitive Banking Data - **Unified cross-channel engagement** — Connect Service Across Channels - **Unified system of action** — Coordinate Banking Workflows - **High availability and voice performance** — Maintain Reliable Banking Service - **Governed branch workflow execution** — Complete Governed Banking Tasks - **Unified customer records** — Unify Interaction Histories - **Banking system integrations** — Connect Existing Banking Systems - **Branch visitor identification** — Surface Visitor Profiles - **Consent-based branch conversation recording** — Capture Branch Conversations - **Real-time branch conversation transcription** — Transcribe Conversations Live - **Real-time branch knowledge search** — Find Verified Guidance - **AI-generated customer insights** — Surface Customer Intent Signals - **Interaction quality evaluations** — Evaluate Every Interaction - **End-to-end interaction observability** — Track Interaction Activity - **Unified branch reporting** — Bring Branch Data Together - **Transparent, predictable pricing** — Control Platform Usage Costs - **Live colleague conferencing** — Bring Experts Into Conversations ### [Glia Banker](https://www.glia.com/ai-banker) *Product* Automates routine banking inquiries and authenticated tasks so customers get fast self-service and frontline teams can focus on complex, personalized support. 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. - **Banking inquiry automation** — Automate Up To 80% Of Inquiries - **Voice and digital self-service** — Serve Customers Across Voice And Digital - **Authenticated banking actions** — Complete Authenticated Banking Actions - **Hallucination and prompt-injection guarantee** — Use AI With A Contractual Guarantee - **Banking integrations** — Connect To Banking Systems - **Knowledge-based responses** — Build Responses From Approved Knowledge - **Agent handoff context** — Brief Agents Before Handoff - **Banking inquiry understanding** — Understand Banking Inquiries - **Personalized voice interactions** — Personalize Caller Greetings - **Rapid banking deployment** — Deploy Without Months Of Custom Training ### [Glia CoPilot](https://www.glia.com/ai-copilot) *Product* Helps banking teams resolve requests, personalize service, and pursue growth opportunities with trusted, real-time guidance. 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. - **Real-time knowledge guidance** — Surface Trusted Answers During Live Interactions - **Agentic workflow guidance** — Guide Agents Through Banking Actions - **Loan and deposit opportunity guidance** — Convert More Loan And Deposit Opportunities - **Workflow autonomy controls** — Control AI Actions And Approvals - **Consistent governed knowledge** — Scale Approved Knowledge Across Teams - **Institutional knowledge research** — Find Policies And Training Information - **Customer history preparation** — Prepare Agents With Customer History - **Interaction summaries for handoffs** — Provide Context For Warm Handoffs - **Real-time interaction transcription** — Transcribe Interactions In Real Time - **Automated interaction wrap-ups** — Automate Post-Call Notes And Wrap-Ups ### [Glia Analyst](https://www.glia.com/ai-analyst) *Product* Helps financial institutions improve interaction quality, coach agents, monitor compliance, and make informed staffing decisions with on-demand AI insights. 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. - **Full interaction quality analysis** — Review Every Interaction - **Agent coaching insights** — Target Coaching With Evidence - **Compliance and risk monitoring** — Identify Compliance And Risk Issues - **Natural-language interaction analysis** — Get Answers By Asking - **Workforce forecasting** — Forecast Future Staffing Needs - **Banking product insights** — Uncover Product And Loan Opportunities - **Staffing scenario planning** — Plan For Staffing Scenarios - **Custom dashboards and reporting** — Create Custom Performance Dashboards - **Interaction sentiment analysis** — Understand Interaction Sentiment - **Screen recording analysis** — Find Workflow Improvements ### [Glia Voice](https://www.glia.com/voice-ai) *Product* Automates routine calls and preserves caller context so financial institutions can serve customers efficiently while freeing agents for higher-value support. 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. - **Banking inquiry automation** — Automate 1,000+ Banking Journeys - **Hallucination and prompt-injection protection** — Prevent Hallucinations And Prompt Injections - **Real-time caller context** — Use Caller Context In Real Time - **Context-preserving agent handoffs** — Transfer Calls With Full Context - **Fast, lifelike voice interactions** — Deliver Faster, Lifelike Voice Service - **Authenticated banking actions** — Complete Authenticated Banking Actions - **Banking system integrations** — Connect To Existing Banking Systems - **Existing CCaaS compatibility** — Add Voice AI Without Replacing CCaaS - **Predictive routing** — Route Calls Based On Predicted Needs ### [Glia Digital](https://www.glia.com/digital-customer-service) *Product* Automates routine inquiries and gives customers connected, personalized digital support while helping agents guide complex journeys. 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. - **AI self-service** — Automate Routine Inquiries - **Digital channel continuity** — Preserve Context Across Channels - **AI agent assistance** — Equip Agents With Real-Time Support - **Digital channel support** — Serve Customers Across Digital Channels - **Live Observation** — See Digital Customer Roadblocks - **CoBrowsing and screen sharing** — Guide Customers Through Online Tasks - **Proactive digital assistance** — Reach Customers Facing Digital Roadblocks - **Digital system integrations** — Connect With Existing Systems - **Video interactions** — Personalize Support With Video - **Rapid digital deployment** — Launch Digital Tools Faster ### [Glia Outreach](https://www.glia.com/glia-outreach) *Product* 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. 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. - **Outbound campaign automation** — Automate Calls And Texts To Contact Lists - **Two-way banking conversations** — Engage Leads In Banking Conversations - **Banking campaign agents** — Target Renewals, Borrowers, Loans, And Payments - **Agent transfer summaries** — Equip Agents With Lead Interaction Context - **Campaign configuration** — Customize Campaign Flows And Timing - **Real-time agent coaching** — Coach Agents During Lead Handoffs - **Automated call wrap-up** — Generate Concise Post-Call Summaries - **Branded caller identification** — Increase Answer Rates With Branded Caller ID - **Unified agent interaction view** — Manage Inbound And Outbound Interactions Together - **Automated interaction insights** — Analyze Interactions And Answer Manager Questions - **Spoof protection** — Protect Outbound Calls From Spoofing - **Caller reputation monitoring** — Monitor Phone Number Reputation In Real Time ### [Glia Agentic Workflows](https://www.glia.com/agentic-workflows) *Solution* Automates complex banking tasks across systems to help teams resolve inquiries faster, reduce escalations, and deliver more consistent service. 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. - **Configurable AI autonomy** — Control AI Autonomy - **Guided real-time action execution** — Complete Banking Actions In One Screen - **Custom workflow design** — Build Workflows From Your Procedures - **Banking system integrations** — Connect Banking Systems - **Auditable workflow execution** — Track Every Workflow Action - **Pre-built banking workflow templates** — Automate Common Banking Requests - **Real-time workflow suggestions** — Surface Relevant Workflows - **Workflow reporting** — Identify Process Improvements ### [Glia Relationship Management](https://www.glia.com/relationship-management) *Product* Gives frontline banking teams a complete customer view to personalize service, identify opportunities, and strengthen customer relationships. 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. - **Unified customer records** — Unify Customer Context Across Every Channel - **Core banking data integration** — Connect Interaction History With Banking Data - **Real-time profile pop-ups** — Surface Customer Context As Interactions Begin - **AI-generated relationship insights** — Reveal Relevant Growth And Retention Signals - **Automated record updates** — Keep Customer Records Current Automatically - **Frontline workflow access** — Access Customer Context In Existing Workflows ### [Banking AI Advisory and Support Services](https://www.glia.com/services-support) *Service* Helps financial institutions implement, optimize, and govern banking AI while building internal expertise and working toward measurable results. 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. - Categories: AI Consulting (https://nowen.ai/category/ai-consulting) - **AI journey advisory** — Navigate AI Decisions Confidently - **Implementation and launch support** — Launch Banking AI With Expert Support - **Process consultation** — Align Solutions With Measurable Goals - **AI performance guidance** — Improve AI Performance - **Strategic planning and risk monitoring** — Plan Roadmaps And Monitor Risk - **Technical support and client engineering** — Resolve Technical Questions With Experts - **Ongoing training and education** — Build Team Expertise - **Contact center optimization** — Streamline Contact Center Workflows - **Interaction strategy workshops** — Refine Interaction Strategies - **Integration and development support** — Connect And Customize Glia ## Sources - [Glia](https://glia.com) - [Glia Banking AI Platform](https://www.glia.com/glia-banking-ai-platform) - [Glia Banker](https://www.glia.com/ai-banker) - [Glia CoPilot](https://www.glia.com/ai-copilot) - [Glia Analyst](https://www.glia.com/ai-analyst) - [Glia Voice](https://www.glia.com/voice-ai) - [Glia Digital](https://www.glia.com/digital-customer-service) - [Glia Outreach](https://www.glia.com/glia-outreach) - [Glia Agentic Workflows](https://www.glia.com/agentic-workflows) - [Glia Relationship Management](https://www.glia.com/relationship-management) - [Banking AI Advisory and Support Services](https://www.glia.com/services-support)