The AI Budget Report for Credit Unions 2026-27

Answer Queries 10x Faster

Conversational AI transforms customer interactions and internal communications. This AI Agent is trained on your company's knowledge base, FAQs, and industry-specific information to provide rapid, accurate responses.

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10x faster query resolution

24/7 availability for support

tailored to your company's processes

Industry Recognition

Recognized and trusted by industry leaders in finance, insurance, and AI

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2025 Class

Cloud AI Accelerator 2025

Fintech 2024

Insurance & Wealth 2024

Finance & Insurance 2024

South Summit Future of Work 2024

AI Top 100 2024

NJFAST by Plug and Play 2024

AI That Searches Information

Unstructured AI

Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or GenAI applications.

Document AI

Trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more.

Conversational AI

Conversational AI workflow

Database AI

Database AI workflow

Decision AI

Report AI

Conversational AI Enhances Customer and Employee Experiences

Customer service representatives and employees spend significant time answering repetitive questions and searching for information. This creates delays in response times and reduces overall productivity.

30%

amount of time customer service agents spend looking up information to answer queries.

40%

amount of time employees spend on internal communication and information retrieval.

78%

percentage of customers who expect immediate responses to their inquiries.

How Conversational AI Works

Tailored to Your Company's Communication Style

Conversational AI dramatically reduces response times and workload. It integrates with your existing systems to provide instant, accurate answers, allowing your human agents to focus on complex issues and high-value interactions.

Tailored to Your Company's Communication StyleTailored to Your Company's Communication Style

Key Features

Natural Language Processing

Understands and responds to queries in natural language, mimicking human conversation.

Natural Language Processing

Multi-Channel Support

Provides consistent responses across various platforms including chat, email, and voice.

Multi-Channel Support

Knowledge Base Integration

Accesses your company's databases and documents to provide up-to-date and accurate information.

Knowledge Base Integration

Sentiment Analysis

Detects customer emotions and escalates complex or sensitive issues to human agents when necessary.

Sentiment Analysis

Continuous Learning

Improves its responses over time based on user interactions and feedback.

Continuous Learning

Industry-Specific Knowledge

Fine-tune for vertical applications, providing context-aware responses.

Industry-Specific Knowledge

Reliability Metrics

Provide confidence scores to reduce uncertainty in high-stakes scenarios.

Reliability Metrics

Security & Data Privacy First

Flexible deployment

AgentFlow runs as a managed platform with customer data separated by account; private cloud options can be evaluated and scoped separately.

Data security

Your data stays within your systems, ensuring user privacy and compliance with regulations, enhancing business security.

Enhanced protection

This setup safeguards your users, keeping your operations secure and compliant.

Security & Trust

Why Conversational AI

Conversational AI integrates with your existing communication channels to automate up to 80% of routine interactions - ensuring faster, more consistent, and round-the-clock support for both customers and employees.

Multi-Language Support

Communicate effectively in multiple languages, breaking down language barriers for global operations.

Flexible API

API setup that integrates seamlessly with your CRM, help desk, and internal communication tools. The API operates where your data resides, ensuring minimal friction and zero manual data transfer.

End-to-end Workflow Automation Support

In addition to Conversational AI, you can leverage Multimodal's other AI Agents to automate your entire workflow, regardless of complexity or type.

Self-Learning

Continuously improve through human feedback, adapting to evolving needs.

Transparent Decision-Making

Offer insights into the reasoning behind each response for user confidence.

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How Companies Save Time and Money With Multimodal

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20x faster

application approval process

Direct Mortgage Cuts Loan Processing Costs by 80% with our Agentic AI

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100%

automation of contract cancelability determination

Transforming Loan Underwriting with AI-Driven Contract Analysis

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100%

automated decisioning

FORUM Credit Union Streamlines Loan Decisions with AgentFlow at 99% Accuracy

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FAQs

What types of queries can Conversational AI handle?

Conversational AI can work with unstructured documents like policy reports, loan agreements, financial statements, emails, and audio files.

How long does it take to implement and deploy Conversational AI?

It takes us about 4-6 weeks to develop a pilot for your specific use case and about 3 months to develop a complete solution.

Can I use Conversational AI if my company has strict data privacy requirements?

Absolutely. AgentFlow runs as a managed platform with customer data separated by account; private cloud options can be evaluated and scoped separately.

How will you use my data for training your models?

We will use your internal data to fine tune Conversational AI, but we will not store it outside of your company’s data cloud or storage system. Our use of data abides by all data privacy regulations as well.