Conversion Concierge

Core, Digital and M&A Conversions Start Here

AI-powered virtual assistants purpose-built to support your institution during digital, core, and M&A migrations, ensuring consistency, scalability, and 24/7 customer support.

Simplify the Moment

Take the Burden Off the Contact Center

Navigating Critical Moments

Digital and core banking conversions, as well as M&A’s are critical moments of transformation for financial institutions. Directlink helps banks and credit unions navigate these transitions with AI-powered virtual assistants built specifically to handle the challenges of conversion events.

Key Challenges in Digital & Core Banking Conversions:

Imperfect customer data reconciliation

 

Inflexible customer routines are impacted

 

Unpredictable call volumes and support tickets

 

Overwhelmed staff not used to such large IT projects

 

Inconsistent messaging across channels

 

Inability to broadcast responses to new issues and resolutions

A Digital Shift: Using AI for M&A Challenges

Explore how Directlink’s purpose-built AI platform empowered CFCU to maintain superior service delivery, alleviate agent workload, and create a frictionless experience for members navigating the merger.

An influx of merger-related FAQs

Saved 208hrs of call time

24/7 instant support

Conversational AI for IT Conversions

Key Features

See what Conversion Concierge can do

Implementation

Timeline for seamless conversions

Why Directlink?

Rapid deployment in 45-60 days

 

Scalable support with unlimited call handling

 

24/7 coverage during conversion weekends, and beyond

 

Significantly cost-competitive compared against outsourcing calls

 

Onboarding

By the Numbers

Solutions that drive real-results

Call Containment Rate
0 %
Pre-built conversion FAQs
+ 0

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.

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