Credit Unions

Members do not stop needing help when the branch closes.

Zingly extends trusted member service beyond branch hours, using AI where it helps and bringing in employees with the full context when human judgment or authority is required.

The gap

The relationship starts to feel like every other bank.

A member may need to resolve a problem, move money, address suspected fraud, understand a loan, or make an important financial decision at night or over the weekend. They chose a credit union because they value trust and personal service. When help depends on branch hours, phone queues, disconnected systems, or finding the right employee, the relationship begins to feel like every other financial institution.

The member loses access to the relationship they value. The credit union loses the advantage that makes it different.

A member waiting in a quiet office lounge
The experience

One place, even after hours.

Members start when they need to, keep their place, and reach a person with context when it counts.

Retirement journey

The Retirement journey

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retirement

Flight cancellation

Flight cancellation

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airlines

Insurance journey

The Insurance journey

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Direct rollover

Direct rollover

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retirement

Damaged baggage

Damaged baggage

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The platform

How Zingly applies

Rooms

Keeps the work together.

Journeys

Runs the steps and keeps them moving.

ZinglyIQ

Understands the need and coordinates what happens next.

Foundation

Connects systems and keeps people in control.

Ignite

Tailors it to credit unions.

Journeys

Lead use case

After-hours member service

Keep serving members outside branch hours with AI, and bring in employees with the full story when judgment or authority is needed.

Adjacent needs
  • Account servicing
  • Lending and application follow-up
  • Fraud and dispute support
  • Financial guidance
  • New-member onboarding
Business relevance
  • Serve more needs after hours
  • Protect member loyalty
  • Capture more opportunities
  • Reduce repetitive servicing
  • Preserve the human relationship
A member at home in the evening, working on a laptop
Lead journey
One Room that tracks the bag, files the claim, and settles compensation without a new call.

Read the customer story
A member at home in the evening, working on a laptop
Lead journey
Members served when the branch is closed, with the same context waiting in the morning.
50%+

faster consolidation timeline at Transamerica

Read the customer story

Journey card

A member at home in the evening, working on a laptop
Credit Unions

Extend the relationship beyond the branch.