Banks and credit unions

94 tools · 105 ways people use them. Updated Oct 30, 2026.

1 sourced write-up.

NewCredit union grows loans 2.5x with banking AI in the call center

Heritage Federal Credit Union in Newburgh, Indiana, 16 branches and 65,000 members, used Glia. 2.5x Increase in YOY loans, now at 151%+ of annual target, with 25% less staff. That adds up to a 2.5x increase in loan growth after switching to Glia. Heritage achieved its 2.5x increase in loan growth despite a 25% reduction in its loan team due to attrition. For three years prior to Glia, Heritage hit around 75% of its annual virtual lending goals. In the first year of switching to Glia, Heritage shattered its virtual lending target with 122% of its annual goal and expects to exceed 160% of that goal this year. Heidi fully resolves 45% of interactions without agents.

Uses Glia

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One prompt finds six outbound triggers in 2 to 3 minutesAccount research that took 15 to 30 minutes now takes about 2 to 3, using one structured ChatGPT prompt.
Ten minutes of voice roleplay with ChatGPT before each call blockReps warm up on an AI prospect that hangs up when they stumble, then get two strengths and two fixes.
A Claude Project writes the discovery questions only a prepared rep would askResearch on the prospect plus your own company goes in one Claude Project; out come cited, non-generic questions.
Use a saved ChatGPT setup to research a prospectHuge catalog, slow lead analysis.
Use AI to draft the proposalPrep time limited customer time.
Turn a company website into an account brief90-minute manual research.
An AI agent team that texts leads, ships books, and keeps the CRM cleanScout, Ship, Trace, and Chuck run the texts, the shipment, the booking, and the CRM card. Every message to a prospect still needs Morley's OK.