DASO AI | Managed AI Agents for Credit Unions & Community Banks
Free Your People.
Your Members Are Waiting.
Your staff is buried in manual processes while your members wait. DASO's managed AI agents take over the back-office work — so your team can get back to doing what they joined a credit union to do: build real relationships with real people.
Let DASO handle the manual work. Let your people handle the members.
INDUSTRY PULSE
What percentage of your employees
are member-facing?
Take a moment to reflect on your credit union's workforce allocation.
Select your answer:
Your response helps us understand the industry better.
Live Results
Cast your vote to see the results!
The Uncomfortable Truth
of Credit Union employees are in member-facing roles
"Financial institutions allocate roughly 60–70% of their workforce to operations, compliance, and administrative functions — leaving only a fraction for direct customer engagement."
— McKinsey & Company, 2024; Deloitte Financial Services Workforce Study, 2023
OUR VISION
We believe 60% of your employees
must be member-facing
Your team should be financial partners — guiding members through hardships and walking alongside them on their financial journey.
Eliminate the Waste
Remove inefficiencies and manual processes that drain your team's potential
Enhance the Rest
Augment operations with intelligent automation that works 24/7
Empower the Best
Free your people to do what they do best — build meaningful relationships
The Best you have is People and People bring Profits
The Member-Facing Advantage
When your people are free to connect, the numbers speak for themselves.
The Face-to-Face Advantage
more effective
Face-to-face converts at 60-70% vs. digital-only at 5-20%
better retention
Engaged members stay loyal vs. merely satisfied ones
next-product consideration
When members are truly engaged vs. 40% when just satisfied
The ROI of Retention
5% retention improvement
= 25-40% profit increase
Retention costs 5x less
than new member acquisition ($442 per member)
95%+ sustained retention
when employees focus on relationships
Revenue Acceleration Timeline
6-12 Months
- • 15-25% increase in products per member
- • 36% higher revenue per member
- • 24% attrition reduction
- • 35% of revenue from cross-selling
1-3 Years
- • Products per member: 2.0 → 4.5 (125% increase)
- • 15-25% annual small business growth
- • 48-80% revenue above baseline
The DASO Equation
Automation doesn't replace people—it unleashes them.
Current State
Employees in member-facing roles today
DASO Transforms
Back-office staff freed by AI agents
The Result
Workforce redeployed to member relationships
Automation doesn't replace people—it unleashes them to do what humans do best: build relationships that drive exponential growth.
Schedule Discovery CallReady to Transform Your Workforce?
Discover how DASO AI can help you shift from operations-heavy to member-focused.