Your website should be
your best branch.
Members and prospects visit your site to compare rates, explore products, and make decisions. They deserve more than a static page and a phone number.
The acquisition gap
Big banks spend billions on digital. They have teams building personalized web experiences, AI-powered product selectors, and instant engagement tools. Credit unions and community banks? Still running a static website with a rate table and a phone number.
A first-time homebuyer visits your site looking for mortgage guidance. A young professional wants to compare checking accounts. A small business owner needs a commercial account. They all get the same generic page and leave.
ShowPilot gives credit unions the same digital advantage as the largest banks — without the enterprise budget. An AI agent that engages visitors, understands your product suite, and guides every visitor to the right product, the right moment.
Beyond chatbots
Chatbots answer questions. ShowPilot grows membership.
Most banking AI focuses on servicing existing members — call routing, account lookups, transaction support. That's important, but it doesn't help you acquire new members or deepen relationships on your website.
Proactive, not reactive
Traditional chat waits for a click. ShowPilot engages visitors based on what they're viewing — mortgage page, auto loan calculator, account comparison — and starts the right conversation.
Acquisition, not just service
Most AI tools help you service existing members. ShowPilot helps you win new ones — guiding prospects through product selection, answering questions, and converting them to applications.
Your content, your control
Every response comes from your approved content — product details, rates, eligibility criteria. ShowPilot never gives financial advice or makes promises. Compliance-conscious by design.
Use cases
Built for how members actually shop
Guide every visitor to the right product
Checking, savings, loans, mortgages, CDs — the agent understands your full product suite and recommends based on what each visitor needs. Not a static product page. A guided conversation that leads to applications.
- Needs-based product recommendations in real time
- Rate comparisons and eligibility guidance in conversation
- Application handoff when the visitor is ready
- Cross-sell relevant products based on member profile
Turn new accounts into lifelong relationships
New members don't just need an account — they need a guide. ShowPilot walks them through digital banking setup, recommends relevant products, and builds engagement from day one. The branch welcome experience, online.
- Personalized welcome journeys based on account type
- Digital banking feature tours and adoption nudges
- Contextual cross-sell based on member life stage
- Proactive check-ins that deepen the relationship
Answer questions before they leave your site
Most visitors leave your website with unanswered questions — about rates, fees, eligibility, hours. ShowPilot answers instantly, in natural conversation, using your approved content. Fewer calls to the branch. More informed members.
- Instant answers to rates, fees, and product questions
- Branch hours, locations, and ATM information
- Seamless escalation to staff for complex needs
- Content delivery — videos, guides, and calculators in conversation
How it works
Live in days, not months
No IT project. No core banking integration required. No six-figure contract.
Train on your products
Point ShowPilot at your website. Upload rate sheets, product details, and FAQs. Your agent learns your offerings, terminology, and brand voice.
Deploy to your site
One line of code. Your agent is live and engaging visitors — guiding them to the right products and answering their questions.
Grow and measure
See which products visitors are exploring, where they drop off, and what converts. Optimize engagement with real data, not guesswork.
The numbers that matter
73%
of members prefer digital self-service
BAI Banking Outlook
2.4×
more applications started with guided engagement
Guided vs. unguided
40%
fewer routine calls to the branch
Questions answered on-site
24/7
engagement without staffing costs
Always-on AI agent
Frequently asked questions
Most banking AI focuses on servicing existing members — call center automation, transaction support, account management. ShowPilot focuses on the other side: helping you acquire new members and deepen relationships through your website. Proactive engagement, product guidance, content delivery, and conversion — the marketing and growth side of AI that operational tools don't address.
ShowPilot delivers content you control. All responses are grounded in your approved product information, rate sheets, and content. It never provides financial advice, makes lending decisions, or accesses account data. Your compliance team reviews and approves all content before it goes live.
ShowPilot doesn't need core banking access — it works on the marketing and engagement layer of your website. Product information and rates can be synced from your site or uploaded directly. For application handoffs, the agent links to your existing online banking or LOS platform.
Yes. The agent adapts to your terminology — member vs. customer, share account vs. savings. It works equally well for credit unions, community banks, and other financial institutions.
Most credit unions are live within a week. There's no IT project, no core integration required, and no long implementation cycle. One line of code on your site, your content uploaded, and the agent is engaging visitors.
ShowPilot focuses on product guidance and member acquisition — not account-level transactions. For anything account-specific, the agent seamlessly hands off to your authenticated online banking platform or connects the visitor with your team.
ShowPilot works across industries. See how SaaS companies and universities use ShowPilot.
What is AI banking engagement?
AI banking engagement uses AI agents on credit union and bank websites to guide members and prospects through product comparisons, rate information, and account options — delivering the personalized branch experience online. Instead of static pages and phone numbers, AI agents proactively engage visitors with relevant content and answers, helping financial institutions grow membership and cross-sell products 24/7.
Give every visitor the branch experience — online.
See how credit unions and community banks use ShowPilot to grow membership.
No credit card required