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Kate Rogerson

Voice AI vs. Traditional IVR: What Credit Unions Should Know
Members Public

For decades, traditional IVR (Interactive Voice Response) systems have been the backbone of contact centers in financial services, including credit unions. These systems greet callers with pre-recorded menus such as “Press 1 for…

Kate Rogerson
AI Call Center for Banking

Not All AI is Equal – A Framework for Evaluating Banking AI Agents
Members Public

For years, banks and credit unions have been promised “AI” that would transform service. But in reality, much of what’s been delivered are scripted bots in disguise. They look polished in a demo,…

Kate Rogerson
Agentic AI

Why Contact Center Modernization Can’t Wait
Members Public

The contact center is still the most used service channel for financial institutions, and it’s also the most outdated. While many websites, mobile apps, and chat tools have undergone complete overhauls in the…

Kate Rogerson
AI Banking

Agentic AI Vendors – Who’s Leading the Shift from Bots to Autonomous Agents?
Members Public

Agentic AI is changing the role of artificial intelligence — from responding to requests to acting with autonomy. As more industries adopt this new generation of AI agents, a growing number of vendors…

Kate Rogerson
AI Banking

Getting Members On Board: Best Practices for Launching an AI Voice Assistant
Members Public

Launching an AI voice assistant is a big step forward in improving member service – but even the smartest technology needs the right introduction. For credit unions, the key to success isn’t just…

Kate Rogerson
AI Banking

AI Agent Use Cases: What Today’s Smartest AI Agents Can Actually Do
Members Public

If you’re reading this blog, chances are you’ve started hearing about the next big thing in AI: AI agents. They’re popping up everywhere — in industry headlines, at conferences, and in pitch decks…

Kate Rogerson
AI Banking

Credit Union Membership Growth Strategies: What’s Working in 2025?
Members Public

Credit unions across the U.S. added approximately 1.9 million new members in 2024, according to the National Credit Union Administration (NCUA). But not all credit unions are seeing the benefits of this rising…

Kate Rogerson
AI Banking

We Asked the Top AI Assistants What the Best Voice AI Platform is – They Said interface.ai
Members Public

In a market full of Voice AI platforms, how do you know what’s the best for your credit union? Instead of making the case ourselves, we let AI decide. We asked two of…

Kate Rogerson
AI Banking