Introducing Compass đź§­

You’re Fastest Route to Knowledge

AI Virtual Assistants Begins With Agent Assistants AI Trainers Learn More AI Knowledge Base Modern Banking Conversion Concierge Smarter Conversations Compass Virtual Banker

What Is Directlink?

Conversational AI Platform

 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.

Purpose-Built Products

Explore our automation capabilities

Compass

Your Fastest Route to Knowledge

Your Agentic Knowledge Assistant

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

 

Chat with your AI to instantly find answers and procedures

 

Manage users, review chat logs, and track adoption and engagement 

No more scouring local drives or asking “go-to” employees

 

Say farewell to inconsistent support and outdated information

 

Ensure every response aligns with policies and procedures

Your Agentic Knowledge Assistant

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

 

Chat with your AI to instantly find answers and procedures

 

Manage users, review chat logs, and track adoption and engagement 

No more scouring local drives or asking “go-to” employees

 

Say farewell to inconsistent support and outdated information

 

Accelerate employee onboarding with guided, AI-powered learning

 

Ensure every response aligns with policies and procedures

Virtual Banker

Conversational AI Self-Service

Conversational Self-Service

Secure voice experiences customers actually use

Virtual Banker delivers conversational self-service for everyday banking:

Identify and authenticate callers

 

Provide balances, history, payoffs, and account details

 

Direct dial and name/role directory support

 

Process configured transfers, payments, and other core-connected actions

Offer proactive prompts and announcements during high-impact events (conversions, outages, card reissues, etc.)

 

Smart Auto-Attendant & Call Routing

 

 Natural language or simple prompts (“Sales,” “Lending,” “Report a lost card”)

Conversational Self-Service

Secure voice experiences customers actually use

Virtual Banker delivers conversational (or guided) self-service for everyday banking:

Identify and authenticate callers

 

Provide balances, history, payoffs, and account details

 

Process configured transfers, payments, and other core-connected actions

Handle common “how-to” and troubleshooting flows for digital banking

 

Offer proactive prompts and announcements during high-impact events (conversions, outages, card reissues, etc.)

 

 Routes intelligently based on intent, customer profile, time of day, and business rules

 

Smart Auto-Attendant & Call Routing

 

 Natural language or simple prompts (“Sales,” “Lending,” “Report a lost card”)

 

 Dynamic routing by department, branch, skill, language, or queue conditions

 

 Direct dial and name/role directory support

Client Showcase

Who's adopting voice automation?

Client Testimonials

See what our clients have to say

Banking on Innovation Testimonial

Watch United Bank’s story of transformation with Directlink’s Virtual Banker.

Solution Segments

Tailored roadmap opportunities

Business_setting
Operations

Challenges with hiring, training, and retaining retail staff?

Business_setting
Operations

Boost retail efficiency and service with AI-powered solutions

Content Communication_user
Experience

Struggling to provide personalized service whenever and however customers prefer?

Content-Communication_user
Experience

Deliver smarter, personalized service with Conversational AI

Digital Technology_internet
Innovation

Slow advances with digital transformation due to disjointed and legacy technology?

Digital-Technology_internet
Innovation

Orchestrating integrations while reducing IT burden

Business_target
Growth

Reactive retail service preventing proactive customer financial growth opportunities?

Business_target
Growth

Unlock growth with community focussed personalized engagement

Success by the Numbers

Solutions that drive real-results

Real-Time Monitoring for Smarter AI

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.

Pre-trained FAQs
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Banking Skills
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Automation Rate
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Reduced Queue Time
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Case Studies & Resources

Learn from our success stories

AI in Banking

Dive in and take a look at AI in the current banking landscape while we tackle some perceptions & misconceptions.

 AI-driven voice 

Scalable communications

AI Cheat Sheet Inside!

Banking on Innovation

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

Beyond Business Hours

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

Our Partners

Relationships with industry’s finest

Transform Every Interaction with Directlink

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.

Schedule A Demo