Resource Library
Playbooks and calculators for credit unions evaluating AI voice agents — free to download.
A field guide to scaling delinquent-account outreach — call-flow design, compliance guardrails, SFTP data setup, and escalation routing.
Read the Playbook → Dormancy & EscheatmentRe-engage inactive members before state escheatment deadlines — segmentation strategy, two-campaign framework, and week-by-week benchmarks.
Read the Playbook → Member OnboardingTurn the first 14 days after account opening into a structured activation sequence — for both new members and indirect auto-loan borrowers.
Read the Playbook → Mergers & ConversionsDeliver personalized member notifications at the 100,000+ scale that mergers and core banking conversions demand — with live-transfer escalation built in.
Read the Playbook → CalculatorFour interactive calculators to model your specific return: collections recovery, labor cost savings, dormant account reactivation, and coverage expansion.
Open Calculators →Book a 30-minute intro with Aaron to walk through your specific use case.