Our chatbot guides you through complex procedures and resolves issues in real-time. Enjoy a stress-free and reliable banking experience with ChatBeacon's fast and efficient support
Unlock new revenue streams by seamlessly guiding members on-screen to discover and apply for tailored financial products, such as loans and credit cards.
Foster real-time interactions and personalized guidance with live chat agents, ensuring member queries are addressed efficiently and enhancing overall satisfaction.
With built-in security measures, protect sensitive member data, mitigating the risks of cyber threats and phishing attacks, and fostering trust in the digital banking environment.
Credit union teams can quickly integrate ChatBeacon AI Digital Chat Platform, thanks to its user-friendly interface and personalized training, optimizing operations and member engagement.

In today's rapidly evolving digital landscape, the credit union industry faces unique challenges in providing exceptional member service while maintaining security and efficiency. Enter ChatBeacon AI, a comprehensive platform designed to transform your member engagement and support experience. Our innovative tools, including agent-assisted co-browse, website screen recording, live visitor monitoring, video chat, SMS messaging, and Facebook Messenger integration, empower your credit union to stay ahead of the curve.
Navigating complex financial transactions can be daunting for your members. With ChatBeacon AI's agent-assisted co-browse, your support team can seamlessly guide members through your website in real time. Whether it's assisting with loan applications, online banking, or account management, co-browsing enables your agents to see what the member sees, providing step-by-step guidance and instant solutions. This personalized approach enhances member satisfaction, reduces frustration, and builds trust.

ChatBeacon provides members with instant answers about hours, locations, membership requirements, rates, and online banking features using real-time web search. This reduces phone wait times and helps members get fast, reliable support 24/7.
Yes. ChatBeacon can explain membership criteria, benefits, and account types using safe, guardrail-restricted language. For anything sensitive or specific, the AI automatically routes members to the right CU representative.
Yes. The AI guides members to your secure portals for loan applications, online banking, credit card services, and member resources. ChatKit ensures no sensitive account data is collected or exposed.
AgentKit workflows can qualify member needs, explain product options, and capture intent—helping your team convert more loan inquiries and new-member signups while reducing workload on branch and call center staff.