The 2027 Banking AI Roadmap: Drive Efficiency, Grow Deposits, and Win the Next Generation

Regional and community banks and credit unions approach the 2027 planning cycle with added complexity and urgency. Join our webinar to see how financial institutions are closing the execution gap and turning banking AI into a driver of bottom-line impact by deploying an AI Workforce purpose-built for banking.

Webinar Details:

  • Duration: 60 minutes
  • Date: Wednesday, August 5, 2026
  • Time: 2:00 p.m. EST 

Speakers:

  • Crystal Miceli, SVP, Brand & Product Marketing, Glia
  • Madeline Fredin, SVP of Growth & AI Transformation, Alloys Labs
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Glia Call Center for Insurance Companies

News
September 19, 2025
Glia Survey Finds 69% of Leaders Are Dissatisfied With Current Contact Center Technology
Company Launches “Glia Difference” Initiative to Spotlight Solutions Purpose-Built for High-Trust Customer Interactions in the AI Era
Partnership types

Better Business, Easier Integrations

Whether you’re looking to grow your customer base or integrate Glia with your tech stack, we help you create connections that drive results.
Channel Partners
Lead your customers to the future-forward interaction platform they’ve been waiting for—with a partner that has your back at every step.
Integration Partners
Elevate your interactions without the heavy lift. Our pre-built integrations with leading tech partners let you drive instant value instead of adding extra work.
See Our Integrations
Glia’s Guiding Principles

Values That Drive Innovation

Collaborate

We empower each other through collaboration and shared success.

Challenge

We believe in ideas over hierarchy—open debate leads to strong decisions.

Master

Driven by curiosity, we master our craft, delivering powerful, delightful experiences

Persevere

We thrive on challenges, pushing through them together to drive innovation.
Overview

Execute Your Strategic Initiatives Without Adding Headcount

Reclaim Frontline Capacity

Automate routine inbound inquiries with banking AI agents. This frees your frontline teams to extend interactions, understand specific needs, and suggest relevant loan and deposit products.

Proactive Revenue Growth

Deploy outbound AI teams to contact customers before CDs and share certificates mature. Scale your targeted outreach to indirect borrowers and educate account holders without increasing manual labor.

Win the Next Generation

Meet the evolving expectations of younger consumers, who are 73% more likely to want AI-powered financial advice and immediate self-service.

Centralize AI Ownership

Overcome bureaucratic slowdowns by establishing a clear product ownership model. Ensure your AI investments are directly tied to your strategic 2027 business outcomes.
Deep Dive

Transform Your Frontline Into a Growth Engine

Today, megabanks and fintechs are aggressively competing for workflows, and the deposits follow. Defend your market share and your return on assets (ROA) by using banking AI to automate outbound outreach and scale personalized service.

By deploying a unified banking AI platform, you eliminate the risk of tech sprawl and bypass the lengthy integration processes required by generic point solutions.


  • Turn Agents into Product Experts: Deploy AI copilots to move your frontline teams toward the Universal Banker model, providing real-time guidance and approved institutional knowledge during live interactions.
  • Deliver Seamless Handoffs: Use AI agents to handle high-volume inquiries and pass complex requests to your human staff with full context preserved, ensuring the customer never has to repeat themselves.
  • Mitigate Compliance Risk: Avoid the dangers of generic AI by choosing a solution that meets industry-leading cybersecurity protocols and offers an ironclad guarantee against prompt injections and hallucinations.

Break the Efficiency Tradeoff with a Unified Banking AI Platform

Reclaim Capacity
Deflect up to 80% of routine inquiries with voice AI, immediately freeing your team for proactive outbound engagement.
Empower Universal Bankers
Provide agents with real-time context and instant coaching prompts to turn every service touchpoint into a precise cross-sell opportunity.
Eliminate Tech-Sprawl
Stop relying on disconnected systems. Add one intelligence layer, purpose-built for banking, that sits above and orchestrates all existing infrastructure.
Guarantee Security
Leverage a secure architecture that separates probabilistic understanding from deterministic responses to make hallucinations impossible.
Elevate Empathetic Care
Shift human labor away from low-value, repetitive noise and funnel it straight into high-value, complex lending conversations that move your ROA.
Transparent Pricing
Guard your operational budget by demanding a flat-rate structure that eliminates hidden bills for seat licenses or minute usage.
Success Stories

The Hype Is Real

“Glia was fresh and well designed, making it simple for us to deploy, train our teams and maintain great service for our customers. Plus the Glia team asked the right questions to better understand our business from our KPIs to our future plans.”
Cindy Clark
CIO, Granite Credit Union
Read Case Study
97%
Find out how Granite reduced call abandonment by
62%
Find out how Granite reduced call abandonment by
42%
Find out how Granite reduced call abandonment by
55%
Find out how Granite reduced call abandonment by
“Glia was fresh and well designed, making it simple for us to deploy, train our teams and maintain great service for our customers. Plus the Glia team asked the right questions to better understand our business from our KPIs to our future plans.”
Cindy Clark
CIO, Granite Credit Union
Read Case Study
97%
Find out how Granite reduced call abandonment by
62%
Find out how Granite reduced call abandonment by
42%
Find out how Granite reduced call abandonment by
55%
Find out how Granite reduced call abandonment by
“Glia was fresh and well designed, making it simple for us to deploy, train our teams and maintain great service for our customers. Plus the Glia team asked the right questions to better understand our business from our KPIs to our future plans.”
Cindy Clark
CIO, Granite Credit Union
Read Case Study
97%
Find out how Granite reduced call abandonment by
62%
Find out how Granite reduced call abandonment by
42%
Find out how Granite reduced call abandonment by
55%
Find out how Granite reduced call abandonment by
“Glia was fresh and well designed, making it simple for us to deploy, train our teams and maintain great service for our customers. Plus the Glia team asked the right questions to better understand our business from our KPIs to our future plans.”
Cindy Clark
CIO, Granite Credit Union
Read Case Study
97%
Find out how Granite reduced call abandonment by
62%
Find out how Granite reduced call abandonment by
42%
Find out how Granite reduced call abandonment by
55%
Find out how Granite reduced call abandonment by

ChannelLess: Break Barriers, Build Connections

ChannelLess Architecture passes context with every transition so you can transform the experience and better your bottom line.
Read White Paper
Beat Your Competitors
Make service your competitive edge by delivering the seamless experience competitors only claim to offer.
Convert the Curious
Turn prospects into customers by avoiding clunky handoffs, multiple transfers, and long waits that lead to abandonment.
Drive Lasting Delight
‍Speed up time to resolution so you keep customers moving while delivering service that keeps them coming back.
The Glia Advantage

Tailor Pricing to Your Actual Needs

Select from flexible tiers based on your supported channels, automation goals, growth stage, and industry needs—so pricing works with you, not against you.
Glia
Others
Unlimited Seats
No tracking, no scaling penalties.
Unlimited Usage
All API, IVR, chat/voice transcripts.
Built-In AI
No token fees, no usage caps.
Fixed Price
Predictable budgeting designed to drive ROI.
Hear From Glianeers

People Make The Difference

"1. My favorite thing about Glia is the difference that we're making in people's lives. We're positively impacting employees of financial organizations with reduced stress, better service, and an opportunity to focus on giving back and educating.”

Andrea
Sales

"2. My favorite thing about Glia is the difference that we're making in people's lives. We're positively impacting employees of financial organizations with reduced stress, better service, and an opportunity to focus on giving back and educating.”

Andrea
Sales

"3. My favorite thing about Glia is the difference that we're making in people's lives. We're positively impacting employees of financial organizations with reduced stress, better service, and an opportunity to focus on giving back and educating.”

Andrea
Sales
Testimonials

Hear From Customers 

“Having a unified, single solution for digital and phone support that was intuitive for our staff to train on allowed us to successfully complete our digital banking conversion without member disruption. The staff and member perception has been amazing. It’s one of the easiest systems I’ve ever trained on.”

Chris Nelson
VP of Operations, Expedition Credit Union
Great tech needs great people. Join our fast-growing, fast-moving team to keep our mission—and your career—flying into the future.

Find out why 600+ high-trust institutions are leading the charge toward tomorrow with Glia.

Offer seamless customer interactions, embed AI everywhere, and stay secure with the only contact center platform built for businesses centered on security, compliance, and trusted relationships
GLIA webinar

Stop Abdicating Deposits

Secure your spot for this executive strategy session to unlock a proactive growth strategy that pays for itself.
Mapping the Roadmap
Learn how to connect your unique 2027 strategic planning initiatives directly to banking AI use cases.
The Ownership Mode
Discover the exact steps for building an internal AI coalition and governance model that safely moves AI from ideation to production.
Technology Reality Check
Understand how to evaluate vendor security, maintain compliance, and avoid the risks associated with generic CCaaS tools.
Live Executive Q&A
Bring your toughest questions about navigating the innovation-risk paradox of AI with host Crystal Miceli and guest Madeline Fredin.

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Agenda

Detailed session information will be available prior to event liftoff. In the meantime, here is a sneak peek at the Interact 2025 flight plan:
October 12
October 13
October 14
October 15
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)
Account Executive - Enterprise
Sales
USA (Remote)