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Securityplus Federal Credit Union achieves 84% call automation and 6% membership growth with Voice AI

“Securityplus Federal Credit Union achieves 84% call automation and 6% membership growth with Voice AI” documents a Customer Service & Virtual Assistants deployment in Credit Union at Securityplus Federal Credit Union. interface.ai reports call automation rate: 84%; this directory has not independently verified that result.

Maintained by Peter Korpak, Founder & Chief AnalystHow evidence is checked

Evidence at a glance

Evidence status:
Automated evidence gate passed
Deployment timeframe:
Not reported by source
Reported outcome metrics:
2 cited below
Directory entry published:
Source link checked:

The source-link check confirms reachability, not independent re-verification of every claim.

84%Call Automation Rate
6%Membership Growth (2022–2025)

Source-reported figures — cited source: interface.ai

The Challenge

Securityplus FCU's legacy IVR system was due for decommission, and rising call volumes were tying staff to repetitive, low-value interactions like password resets and balance inquiries. Member expectations were increasing while staff capacity for meaningful engagement was constrained. The credit union needed to modernize its contact center without sacrificing the human touch central to its identity.

The Solution

The credit union deployed interface.ai's Voice AI Agent to replace its legacy IVR with a conversational, agentic system capable of handling routine member inquiries naturally and autonomously. The implementation was designed not just to deflect calls but to redesign how the contact center operated — freeing staff to focus on relationship-building, financial education, and revenue-generating conversations such as loan applications and product introductions.

Results

Over 84% of calls are now automated, allowing members to get fast answers for routine inquiries while staff redirect their time to high-value interactions. Between 2022 and 2025, the credit union achieved 6% membership growth alongside gains in accounts per member and loans per member. Employee fulfillment improved as staff shifted from transactional work to meaningful member engagement.

Key Takeaways

  • Replacing a legacy IVR with agentic Voice AI can simultaneously improve member experience and drive measurable business growth, not just cost savings.
  • Redeploying staff time — rather than reducing headcount — creates a compounding effect on revenue through deeper member relationships and product conversations.
  • Automation and human empathy are complementary: high containment rates free staff for the interactions where the human touch matters most.

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Details

Industry
Credit Union
Company Size
SME
Evidence status
Automated evidence gate passed
Deployment timeframe
Not reported by source
Directory entry published
Source link checked

Cited source

interface.ai

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