You’re Fastest Route to Knowledge
 Directlink helps community banks and credit unions serve faster, smarter, and more securely, across every channel your customers trust. From AI-powered voice banking to governed internal knowledge and intelligent conversion experiences, we give your institution conversations it can stand behind.
Conversational AI that replaces scattered documentation with instant, policy-aligned answers empowering staff to work smarter, faster, and always in complianc
Conversational AI that handles everyday banking, resolving account questions, processing transactions, and delivering 24/7 support so your team can focus on higher-value needs.
Conversational AI that supports digital and core banking conversions resolving issues in real time, reducing call volume, and guiding customers through change with confidence.
Traditional IVR keypad solution for secure self-service, giving customers fast access to account info, while easing call volume and supporting high-frequency banking tasks.
Compass isn’t just another AI tool, it’s a Conversational AI knowledge platform designed to assist your staff in real time. Ask a question, and Compass instantly finds relevant answers from your uploaded policies, training materials, or procedure documents.
Upload internal content, policies, and training materials
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Chat with your AI to instantly find answers and procedures
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Manage users, review chat logs, and track adoption and engagementÂ
No more scouring local drives or asking “go-to” employees
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Say farewell to inconsistent support and outdated information
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Ensure every response aligns with policies and procedures
Compass isn’t just another AI tool, it’s a Conversational AI knowledge platform designed to assist your staff in real time. Ask a question, and Compass instantly finds relevant answers from your uploaded policies, training materials, or procedure documents.
Upload internal content, policies, and training materials
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Chat with your AI to instantly find answers and procedures
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Manage users, review chat logs, and track adoption and engagementÂ
No more scouring local drives or asking “go-to” employees
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Say farewell to inconsistent support and outdated information
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Accelerate employee onboarding with guided, AI-powered learning
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Ensure every response aligns with policies and procedures
Virtual Banker delivers conversational self-service for everyday banking:
Identify and authenticate callers
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Provide balances, history, payoffs, and account details
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Direct dial and name/role directory support
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Process configured transfers, payments, and other core-connected actions
Offer proactive prompts and announcements during high-impact events (conversions, outages, card reissues, etc.)
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Smart Auto-Attendant & Call Routing
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 Natural language or simple prompts (“Sales,” “Lending,” “Report a lost card”)
Virtual Banker delivers conversational (or guided) self-service for everyday banking:
Identify and authenticate callers
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Provide balances, history, payoffs, and account details
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Process configured transfers, payments, and other core-connected actions
Handle common “how-to” and troubleshooting flows for digital banking
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Offer proactive prompts and announcements during high-impact events (conversions, outages, card reissues, etc.)
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 Routes intelligently based on intent, customer profile, time of day, and business rules
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Smart Auto-Attendant & Call Routing
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 Natural language or simple prompts (“Sales,” “Lending,” “Report a lost card”)
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 Dynamic routing by department, branch, skill, language, or queue conditions
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 Direct dial and name/role directory support
Watch United Bank’s story of transformation with Directlink’s Virtual Banker.
“At Telco, we believe in the power of community and service. Directlink has enabled us to meet our members cost-effectively, wherever they prefer—by phone or online. Our goal is to ensure every member is supported 24/7, in their preferred way, and this partnership allows us to enhance service without impacting our staffing or hours.”
"The results we've seen in just the first few weeks of implementation are remarkable – over 60% of routine banking tasks automated and a substantial number of our customers are engaging after hours. We've found a win-win partnership with Directlink, one that demonstrates the potential for community banks to thrive in the digital age without compromising their core values."
“The results have truly exceeded our expectations, with the system successfully handling around 4,000 inquiries and achieving an impressive 67% success rate in resolving them. This made a significant impact on our service efficiency and member satisfaction.”
Challenges with hiring, training, and retaining retail staff?
Struggling to provide personalized service whenever and however customers prefer?
Slow advances with digital transformation due to disjointed and legacy technology?
Reactive retail service preventing proactive customer financial growth opportunities?
Real-time performance monitoring is essential for effective AI implementations to ensure accuracy, security, and seamless customer experiences. Directlink offers this and more, customizing key metrics for each organization.
Dive in and take a look at AI in the current banking landscape while we tackle some perceptions & misconceptions.
 AI-driven voiceÂ
Scalable communications
AI Cheat Sheet Inside!
Learn how United Bank of Georgia optimized its contact center operations without sacrificing customer satisfaction.
New for a tech-forward Bank
Improving Call Center Efficiency
Jack Henry Silverlake Integration
Telco faced a challenge: high call volumes and limited agents. Their commitment to their members led them to Directlink.
Resolve staffing constraints
Community Representation
Jack Henry Symitar Integration
Directlink goes beyond a platform it’s a commitment to seamless service, enhanced efficiency, and genuine connection. Step into the future of banking where every interaction is designed to deliver exceptional outcomes, build trust, and elevate customer experiences.