01
Automated Websites & Funnels
A bank site that opens accounts and books appointments
- Account & loan application start
- Rate and product pages
- Branch appointment booking
- Secure document upload
AI automation for community & regional banks
Big-bank digital service with community-bank relationships — without the big-bank headcount.
AI customer service across phone and chat, account opening and loan application automation, branch appointment booking, and compliant reporting — built for community banks.
60%
Calls resolved by AI
−40%
Application abandonment
24/7
Customer coverage
Typical results across community & regional banks we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your bank every week
Queues01
Call centre queues
Balance, card, and branch questions tie up staff and frustrate customers.
45% abandon02
Applications abandoned
Account and loan applications stall on documents and next steps.
Callbacks03
Branch appointments by phone
Booking a mortgage or business banking meeting takes calls and callbacks.
Slow to change04
Compliance-heavy communication
Every message must meet regulatory standards, which slows automation.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for community & regional banks, monitored by us, owned by you.
1
Compliant AI customer service
Routine questions answered securely with verification; complex or sensitive cases to bankers.
2
Application completion workflows
Document reminders, status updates, and banker follow-up until funded.
3
Appointment booking
Branch and video appointments booked instantly with the right specialist.
4
Audit-ready reporting
Every interaction logged; service and funnel dashboards for leadership.
✦Everything we automate
Everything we automate for a bank like yours
Six connected systems, each built with the specifics for community & regional banks.
02
Lead Capture & Instant Follow-up
Product enquiries answered and booked instantly
- Loan & account pre-qualification
- Specialist appointment booking
- Application follow-up
- Business banking enquiries
03
AI Voice & Chat Agents
A 24/7 banking assistant with verification
- Balance, transaction & card questions (verified)
- Branch hours and services
- Appointment booking
- Fraud and complex cases to staff
04
Workflow & Back-office Automation
Onboarding, applications, and servicing on autopilot
- KYC & account opening workflows
- Loan document collection
- Renewal and maturity notices
- Compliance and audit logs
05
AI Customer Support Automation
Customer service resolved securely
- Card and access issues
- Statement and document requests
- Fee and rate questions
- Escalation to bankers
06
Data, Reporting & AI Assistants
Service, funnel, and risk metrics live
- Call deflection & CSAT
- Application funnel by product
- Branch performance
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a bank when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your bank today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your bank — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from community & regional banks we work with
★★★★★
“Routine calls are handled instantly and securely; bankers spend time on relationships.”
★★★★★
“Loan application completion rose 40% once documents were chased automatically.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will customers know they're talking to an AI?
The assistant introduces itself as your bank's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most community & regional banks are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for community & regional banks · 45 min · ranked plan · fixed price
Free automation audit for community & regional banks
Book free audit →