Implementation Excellence: How a Top Credit Union Transformed Their Contact Center

Discover how Jovia Financial Credit Union seamlessly evolved from digital chat to AI-powered voice solutions

Why Attend This Webinar:

• Learn from Jovia's success story (240,000+ members, 22 locations)
• Get a proven roadmap for digital transformation
• See how AI and automation saved hours in just one month

Join us on June 18th as Eric Oterson, SVP of Service and Sales at Jovia Financial—New York's 8th largest credit union—reveals their implementation roadmap from digital engagement to voice and phone AI solutions. Eric will discuss their implementation approach, internal preparation processes, staff training strategies, and how they navigated change management across their organization. You'll hear practical insights about critical success factors that made their implementation remarkably smooth.

Beyond the impressive metrics (Glia’s phone virtual assistant saved their contact center representatives significant time in a single month), this session focuses on the strategy behind Jovia's success. Eric will share strategies they used to ensure adoption across departments, techniques for getting leadership buy-in for technology expansion, and practical lessons learned throughout their digital transformation journey. Rick DeLisi will guide this conversation to ensure you receive actionable implementation intelligence applicable to your institution.

Whether you're currently using digital engagement tools and considering expansion or exploring a comprehensive CX transformation, this webinar provides invaluable insights from one of the nation's top credit unions. Learn how Jovia's methodical implementation approach delivered both member satisfaction improvements and operational efficiency, creating a blueprint you can adapt for your organization.

Session Details:
June 18, 2025
2:00 p.m. ET

Can't attend the webinar? Register anyway and we'll send you the recording.