01
Automated Websites & Funnels
A member site that joins, applies, and books
- Membership eligibility & application
- Loan calculators & applications
- Appointment booking
- Member resources
AI automation for credit unions
Serve every member instantly — and grow membership without growing the call centre.
AI member service, membership and loan application automation, member communication workflows, and reporting — built for credit unions.
60%
Member calls resolved by AI
+30%
Membership applications completed
24/7
Member support
Typical results across credit unions we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your credit union every week
Hold times01
Members wait on hold
Small teams can't cover peak call volumes.
Drop-off02
Membership applications drop off
Eligibility and document steps lose applicants.
Slow03
Loan decisions communicated slowly
Status updates depend on staff availability.
Manual04
Member communications are manual
Rate changes, AGM notices, and renewals sent by hand.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for credit unions, monitored by us, owned by you.
1
AI member service
Balances, payments, and product questions answered with verification; complex cases to staff.
2
Membership and loan workflows
Eligibility checks, document collection, and decision updates automated.
3
Member communication automation
Notices, renewals, and campaigns delivered on schedule.
4
Board-ready reporting
Service, growth, and loan performance dashboards.
✦Everything we automate
Everything we automate for a credit union like yours
Six connected systems, each built with the specifics for credit unions.
02
Lead Capture & Instant Follow-up
Prospective members engaged instantly
- Eligibility qualification
- Application follow-up
- Loan enquiry booking
- Community partner enquiries
03
AI Voice & Chat Agents
A member line that never puts anyone on hold
- Balances & payments (verified)
- Loan status
- Appointment booking
- Escalation to member services
04
Workflow & Back-office Automation
Membership, loans, and notices on autopilot
- Onboarding & KYC
- Loan document collection & decisions
- Renewal and rate-change notices
- Arrears and hardship workflows
05
AI Customer Support Automation
Member questions resolved securely
- Card and access help
- Statement requests
- Product and fee questions
- Staff escalation
06
Data, Reporting & AI Assistants
Growth, service, and loan performance live
- Membership growth & funnel
- Call deflection & satisfaction
- Loan book performance
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a credit union when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your credit union today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your credit union — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from credit unions we work with
★★★★★
“Members get instant answers around the clock and our small team isn't drowning.”
★★★★★
“Membership applications complete far more often now that steps are followed up automatically.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will members know they're talking to an AI?
The assistant introduces itself as your credit union's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most credit unions are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for credit unions · 45 min · ranked plan · fixed price
Free automation audit for credit unions
Book free audit →