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TruStone Financial
Project

Real-Time Member Engagements

TruStone Financial Credit Union

TruStone Financial elevated member and employee experiences by deploying a modern cards reward program that updates points in real-time with each member purchase, providing immediate value. Second, we introduced seamless digital customer support through integrating chat, SMS, and a chatbot into secure digital banking, providing instant assistance either through Artificial Intelligence (AI) or a live agent. Third, TruAssist, our generative AI application, revolutionized internal processes, enabling employees to swiftly access policy information.

View TruStone’s presentation here

Jill Schaffler, Vice President of Enterprise Applications, TruStone Financial Credit Union

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