avg. first ring 0:18 Get started
Community banks and CUsGoal: Branch visit booked

The AI receptionist that clears the branch phone queue without touching an account.

Most branch calls are the same five questions. Avoonta answers them from your own approved answers, books appointments with a loan officer or member services rep, and sends anything account-specific to your staff.

Get started Hear a sample call

Banks & Credit Unions · 101 of 200 industries

  • Answers hours and routing questions
  • Books loan officer appointments
  • Never asks for PINs or passwords
The problem

Why banks & credit unions leads go cold.

Members on hold for branch hours are not opening accounts.

Tellers and member services reps answer the same calls all day: what time does the drive-through close, what's the routing number, is the branch open on the holiday. Each one pulls someone away from the person standing at the counter.

Meanwhile the calls that matter, a member who wants to talk about an auto loan or a family opening first accounts, sit in the same hold queue and sometimes hang up.

What Avoonta does for banks & credit unions

Four jobs, done on every call.

Answers the routine questions

Inbound

Branch hours, holiday closures, ATM locations, the routing number and how to order checks, all from the answers your compliance team approved.

Books appointments with staff

Inbound

Auto loans, home equity, new business accounts or a notary visit. It offers times from your Google, Outlook, HighLevel or Cal.com calendar.

Calls back online inquiries

Outbound

When someone asks about a loan or account on your site and consents to a call, your AI Agent rings back and books time with the right officer.

Routes lost cards and fraud

Live transfer

A stolen card or a suspicious charge goes straight to your staff or the card hotline you set. The agent never asks for card numbers or account details.

What's in the snapshot

Banks & Credit Unions: 5 AI agents, ready in one click.

One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.

  • 30minBranch or phone appointment, booked live
  • 4ready texts
  • 7FAQ answers for the receptionist
  • 1click installs all five
  1. New leads

    Online inquiry caller

    Calls people who asked about a loan or account on your site and books time with a staff member.

    Hi first name, this is an AI assistant calling for business about the inquiry you sent on our website.

    Asks first Which product were you asking about?

    • Appointment booked
    • Call back later
    • Not interested

    Hands off to: a person (Lending desk)

  2. Follow-up

    Inquiry follow-up

    Tries again when an online inquirer missed the first call or wasn't ready to book.

    Hi first name, this is an AI assistant calling for business.

    Asks first Are you still interested in that product?

    Calls day 0, 2, 5 · text after each missed call

    • Appointment booked
    • No longer interested
    • Stop calling

    Hands off to: a person (Member services line)

  3. Receptionist

    Branch line

    Answers branch calls 24/7 with approved answers on hours, routing and services, and books appointments.

    Thanks for calling business, I'm the AI assistant and this call is recorded.

    Asks first Which branch are you calling about?

    • Question answered
    • Appointment booked
    • Transferred

    Hands off to: a person (Card services or fraud line)

  4. Reminders

    Appointment confirmer

    Confirms tomorrow's branch or phone appointment and lists what to bring.

    Hi first name, this is an AI assistant calling for business to confirm your appointment tomorrow at time.

    Asks first Still able to make it?

    Calls the day before · text if no answer

    • Confirmed
    • Rescheduled
    • Cancelled

    Hands off to: a person (Branch staff)

  5. Win-back

    Unfinished application caller

    Calls applicants who started an online application and stopped, and offers help from staff.

    Hi first name, this is an AI assistant calling for business.

    Asks first Would a short call or branch visit help?

    • Appointment booked
    • Will finish online
    • Stop calling

    Hands off to: a person (Lending or account opening desk)

Get the full snapshot — start free Agencies: install it for every client
Sample call

A member asks about a car loan on a Saturday.

A member calls the main line while the branch is closed for the weekend.

Loan call bookedMember, used autoNote sent to staff
Example call
AIThanks for calling Lakeshore Community Credit Union, I'm the AI assistant and this call is recorded. I can't access accounts, but I can help with branch information and appointments. What can I do for you?
TERESAI want to talk to someone about financing a used car.
AII can set that up with a loan officer. Would you like to meet at the Elm Street branch or by phone?
TERESABy phone is fine. Monday if possible.
AIMonday at 10:30am or 2pm are open. Which works? Please don't share any account numbers with me.
TERESA10:30, thanks.
Fits your tools · and the math

Works with your CRM, calendar and Zapier.

Avoonta sends appointment details and call notes to your systems by webhook, Zapier, Make or the API. It doesn't connect to your core banking platform and can't see balances.

Track appointments in a scheduling or CRM tool your branch already uses? Connect it via Zapier or webhooks.

  • Google Calendar
  • Outlook
  • HighLevel
  • Cal.com
  • Webhooks
  • Zapier
  • Make
  • API

What lands in your CRM after each call

  • Reason for call
  • Branch preferred
  • Appointment time
  • Member or not
  • Recording and transcript
Example

What taking routine calls off the counter could mean.

Routine calls a month
300
Talk time per call, roughly
2 min
Minutes used
about 600 of 750
Plan
Agency, $199/mo

If those calls stop interrupting the counter, your staff gets hours back each week for members who want to open accounts or talk about loans.

Example only. Call mix and length vary by branch; use your own call logs to size it.

Limits and compliance

No account access, no credentials, no advice.

Your agent never asks for or accepts PINs, passwords, card numbers or account numbers, and it can't see any account. It doesn't quote rates or give financial advice; it books time with your staff. Outbound calls go only to people who asked to be contacted, between 8am and 8pm their time, after a do-not-call check. Avoonta doesn't claim GLBA compliance on your behalf, so keep the agent's script to public information.

  • Never collects account credentials
  • No rate quotes or advice
  • Fraud calls go to a person
Banks & Credit Unions FAQ

Straight answers.

Can it check a balance or transfer money?

No. It has no access to accounts and is set up to refuse those requests and point members to online banking or staff.

What if a member reports a stolen card at night?

It transfers the call to the card hotline or on-call number you set, and tells the caller not to share card details with the AI.

Can it handle several branches?

Yes. Give it each branch's hours and services and it books into the right calendar.

Will it quote loan rates?

Only if you choose to publish a rate sheet answer. By default it books a loan officer, who discusses rates.

Related industries

Similar agents, other trades.

All 200 industries
Mortgage BrokersGoal: Loan officer call set5 agentsCalls rate-shopper leads in seconds and hands ready borrowers to a loan officer. Financial AdvisorsGoal: Intro meeting booked5 agentsCalls prospect inquiries in seconds and books the intro meeting with you. Insurance AgentsGoal: Licensed agent connected5 agentsCalls quote requests in seconds and live-transfers them to a licensed agent.

Your next banks & credit unions lead gets a call in seconds.

Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.

Get started See pricing