Branch Employee Assistant for banks and credit unions
Branch Employee Assistant
A thirty-minute walkthrough, live. No recordings, no deck.
A three-minute read on what brings customers into a branch.
- The next question, in the banker's own style
- In the banker's own words
- Your catalog beside the competitor's, dated
- Word-for-word answers to common objections
- Says so when the customer's deal is better
- A training version for role play
- Live in days. No core connection.
- Nothing that identifies the customer
- Every word written in advance
- Off with one URL
Branches are back. Customers are coming in for a conversation.
The conversation is the hardest part to get right.
What retail and branch leaders told us.
Their name for what was missing: sales confidence.
When the goal is the next product, the conversation feels pushy. When the goal is the customer's problem, the one they brought and the one they didn't know to ask about, it feels like help. The business follows the trust.
The right question. The right facts. On one screen.
It sits in a second browser window on the banker's desk, which is where bankers told us they wanted it.
For every banker, especially the newest.
The next question, in their own words.
The prompts follow the way the banker likes to talk. One banker said it helped to see what to cover, then say it in their own words. Which is the point.
Illustrative.
For walk-ins nobody scheduled.
A path through the conversation.
Whatever brought the customer in, the next good question is ready. Handle the task first. Then, if the customer is open to it, go one question further.
Illustrative.
For the moment a competitor's name comes up.
The answer when a competitor comes up.
Your published catalog beside the competitor's, dated, with a word-for-word response to each common objection. The facts come from Vira's record of what that competitor publishes.
Illustrative. Fictional institutions.
For keeping trust, even when you don't win the deal.
The truth when you lose.
When the customer's existing deal is the better one, the screen says so. A banker who says "keep it, it's a good deal" has earned the next conversation.
Illustrative.
For trainers and new hires.
A place to rehearse.
A training version of the same screen, for role play before a banker is live. Practice the pushback where the only one judging is the trainer.
Illustrative.
The customer's need first. The product only if it fits.
A product shows up only as the answer to something the customer said, with the reason in plain sight.
No pitch list. No quota in the conversation. If the customer's own deal is better, the banker says so.
"All set, the wire's on its way. Can I ask what it's for? Sometimes there's a way to make the next one easier."
If they say a house: "Congratulations. Have you thought about where the down payment sits until closing?"
Illustrative.
Built for the questions your compliance team will ask.
It makes no decisions
It suggests. The employee decides.
No core connection
It sits in a browser window beside the core system. The two are not connected.
Nothing that identifies the customer
There is nowhere to enter a name or an account number.
Every response written in advance
No AI writes anything during the conversation. Every word can be reviewed before a customer hears it.
Public facts, dated
Competitor facts come from what competitors publish, with the date they were read.
Off with one URL
Remove one URL from your allowlist and it is gone.
Built with the people who run branches.
Built around your products, the competitors your customers name, and the objections your bankers hear every day. Made for consultative conversations: the confidence to ask, an honest path to a deeper relationship, and the customer's outcome first. The business results follow.
"This is only providing some additional guardrails and structure around a conversation that today plays out a hundred times a day."A chief retail officer
"I love the fact that the employee could customize the approach based on their preference."The same chief retail officer, who asked that each style stay rooted in the institution's service standard
"Do I trust the person that's sitting in front of me?"A chief information officer, on the question a customer is really asking
Confidence first. Then deeper relationships, counted as products per customer.
How branch leaders said they would judge itOne screen. Five people who care about it.
Confidence with a customer they've never met.
The next question and the facts, without leaving the conversation to go looking.
A rehearsal room that looks like the real thing.
The same screen in training mode, so practice transfers one to one.
The same footing in every branch.
Every prompt can be checked against your service standard before it goes live. A conversation you can finally describe.
Test a message where it's spoken.
Put a new value proposition in front of customers through your bankers, hear what lands, and refine it without waiting for a campaign cycle.
Easy to review. Easy to switch off.
No integration, nothing that identifies the customer, every word written in advance, and an off switch.
What it won't do, on purpose.
Not a script to read aloud.
A banker reading a script sounds like a banker reading a script. These are prompts in their own style.
Not a sales quota machine.
A product only appears as the answer to something the customer said. No add-on stage, no pitch list.
Not an AI that improvises.
Nothing is generated during the conversation. If it's on the screen, someone wrote it and someone can review it.
Not a CRM.
Your CRM knows your customer. It doesn't know your competitors. This sits beside it.
Not an integration project.
One URL on your allowlist. That's the project plan.
Not a replacement for good bankers.
It gives the newest banker the same questions and facts as the most experienced one.
See it first. Then put it in a branch.
See the screen
Thirty minutes, live, with your products in mind.
Walk through a real conversation from the banker's side of the desk. Bring your head of retail and your trainer.
See the screenRun a pilot
A few bankers, a few branches, your measures.
A paid pilot on your own catalog and the competitors you name. You set what success looks like before it starts.
P.S.Somewhere, a customer just finished a transaction and walked out without anyone asking a thing. That's the conversation this is for.
The questions a compliance officer asks first.
Does it connect to our core?
No. It runs in a browser window beside your core system, and the two are not connected.
Does it see customer information?
It doesn't connect to your systems, and there is nowhere to enter a name or an account number. Its loan comparison uses only the figures a customer chooses to share, such as a rate or a balance.
Does AI write what the banker says?
Not during the conversation. Every response is written in advance, so your team can review every word before a customer hears it.
Who decides what the banker says?
The banker. The screen suggests and the employee decides. Because every response is written in advance, your team can check each response against your own service standard before anyone uses it.
Where do the competitor facts come from?
From what competitors publish on their own websites, read by Vira and dated, so the banker can see how fresh each fact is.
What if our bankers don't use it?
The right question to ask. That's what a pilot is for: your leaders set the measures, and the pilot shows whether it earned a place on the desk.
Questions we didn't cover? partners@audareai.com