We Florida Financial Credit Union

We Florida Financial Credit Union was preparing for a major core migration from Fiserv's Branch Suite to a newer Fiserv core system, anticipating a substantial surge in member call volume. The contact center needed to manage elevated call levels without increasing staff while maintaining high service standards. Additionally, their existing basic IVR system could handle only a very limited set of requests and needed to be replaced to meet modern digital expectations.

The credit union deployed interface.ai's Voice AI as the first point of contact for all inbound calls, automating high-volume transactional requests such as balance inquiries, transaction history, password resets, and card-related issues. The team trained the assistant on common use cases, built smart routing flows for agent transfers, integrated Voice AI with existing systems to replace the outdated IVR, and aligned internal staff through targeted education.

Voice AI automates 58% of all calls, enabling the credit union to reduce contact center staff from 16 to 13 agents (a 19% reduction) without affecting service quality. The contact center now consistently maintains a 90–95% answer rate with very few missed calls. Agents shifted to handling higher-value, more complex member interactions, improving both employee experience and member engagement.

• Planning for a temporary surge (core migration) with AI automation can yield permanent operational efficiency gains well beyond the initial event.
• Replacing a legacy IVR with conversational Voice AI delivers measurable staffing and service-level improvements simultaneously.
• Agent role elevation — moving from transactional to complex issue resolution — is a key downstream benefit of high call automation rates.