Meet Penny, our AI-enhanced brandable chatbot for Credit Unions

Who is Penny you wonder? Penny is our AI enhanced brandable chat bot designed by the CRM Dynamics team specifically for Credit Unions’ and she will be star of today’s demo. Sales teams within the financial services industry have little insight into where their customers or prospects have browsed, how qualified they are and more importantly what they have found so far. Our goal at CRM Dynamics is to link the initial research and browsing phase of the customer journey directly to the next action, which is to become a new customer. We have worked beside numerous Credit Unions to learn from the many challenges faced everyday. From these experiences we built Penny so your business can begin meaningful conversations with people who have an interest in what you do and/or what you have to sell! https://www.youtube.com/watch?v=ISTer5zD2w0