Glia Launches CoPilot, an Agentic Knowledge Partner for Every Banking Team

Glia, the leading platform for intelligent banking interactions, today announced Glia CoPilot - a self-learning AI knowledge tool for every role - and Glia Banker, the next generation of the Glia Virtual Assistant (GVA), the banking industry's most widely adopted AI for automating customer and member interactions.

The announcement arrives as regional and community institutions face mounting pressure on every front: fintechs capturing new accounts, megabanks outspending on technology, and the race to grow loans and deposits. One solution for many is the accelerating shift toward the Universal Banker - a staffing model in which a single agent, empowered by AI, combines the roles of a teller and a personal banker.

By promoting generalist roles, institutions can reinvest or reallocate the efficiency gains from AI to other areas of the institution. Glia CoPilot was designed to support this transition by surfacing critical information during and outside of live interactions. This allows agents to spend less time searching for answers and more time building the high-value relationships that fuel growth.

"Our platform wasn't built to replace banking teams, but it was built to support them as their roles evolve in the AI era," said Dan Michaeli, CEO and Co-Founder of Glia. "We want institutions to have the autonomy they need to double down on what makes them different, while providing the financial education and guidance their communities rely on them for."

Glia CoPilot includes two powerful tools:

• Knowledge CoPilot brings agentic intelligence directly into the flow of live interactions. Rather than pausing a call to search policy documentation, query their personal AI chatbot, or ask a colleague, agents receive context-aware, source-backed answers in real time, either by selecting from proactive prompts that support the live conversation or by typing questions in natural language. Knowledge CoPilot doesn't just surface data - it actively captures and applies institutional expertise by learning from approved content and trusted agent interactions. Over time, the system improves - scaling what top performers know across the entire organization.

• Knowledge 360 extends this same self-learning intelligence beyond live interactions, giving every member of the banking workforce - tellers, training teams, loan officers - access to answers from approved institutional knowledge at any time.

Whether used in a live conversation or as a research tool, Glia CoPilot capabilities include:

• Context-Aware Precision: Knowledge CoPilot understands the nuances of a live transcript - what's been clarified or ruled out - to deliver situation-specific answers rather than generic search results.
• Proactive Next-Best Guidance: Instead of forcing agents to craft the perfect prompt, Knowledge CoPilot suggests relevant questions based on the unfolding conversation.
• Self-Improving Institutional Expertise: The system captures real-world expertise from top-performing agents, historical interactions and screen recordings, automatically scaling that knowledge across the entire organization.
• Deep Thinking for Complex Reasoning: For highly technical inquiries, employees can trigger an advanced reasoning mode that uses more intensive models to provide comprehensive, analytical responses.
• Institutional Governance: Institutions maintain total control by defining which data sources inform the AI. They can restrict sensitive topics, and determine which agents' interactions train the system, ensuring every response is compliant and on-brand.

"Our entire banking AI platform is self-learning," said Justin DiPietro, Chief Strategy Officer and Co-Founder of Glia. "This architecture ensures that every institution has a unique, always-improving banking brain to power both its AI and human workforce. Glia Banker is already doing this for hundreds of banks and credit unions. It's so much more than an assistant. It executes complex, authenticated actions like a human would, with the nuance and security essential to banking workflows."

Key capabilities of Glia Banker include:

• Human-Like Self-Service: Glia Banker transcends basic chatbots and IVRs by using advanced AI to resolve up to 80% of routine inquiries autonomously. With deep contextual understanding of banking nuance, it delivers the intuitive experience customers and members expect from a live banker, while significantly reducing abandonment rates and wait times.
• ChannelLess^® Architecture: Glia Banker handles customer and member interactions across digital and voice channels. It recognizes when a complex request requires a human touch and executes a warm transfer to the right specialist - providing the agent with full conversational context so the customer or member never has to repeat themselves or start from scratch.
• Compliance and Security: Built specifically for the regulated financial industry, Glia Banker eliminates the risks of generic AI tools through a contractual guarantee against AI hallucinations and prompt-injection attacks. With 1,000+ pre-built, optimized banking goals, institutions can deploy a responsible AI workforce that is secure, compliant and ready to deliver immediate, measurable value across the organization.

"In the five months I've been overseeing the Glia platform for my organization, I've seen firsthand how it keeps getting better as the AI models evolve," said Skyler Martin, Consumer Process and Systems Administrator at Busey Bank. "Glia Banker is clearly the next step in that journey, and the impact is already noticeable."

Glia's commitment to banks and credit unions goes beyond its technology. The company ensures that every institution is supported by a specialized Banking AI Advisor. This evolution of the traditional customer success role reflects Glia's deep domain specificity. These advisors serve as dedicated strategic partners, guiding institutions through seamless implementations and helping them maximize the ROI of their AI workforce.

"Glia continues to be a valued partner, always forward thinking in identifying new AI capabilities, which have been integral in our success in managing our business and supporting our member's needs," said Mindy Coopersmith, Director of the Member Experience Center at Diamond Credit Union.

Glia will offer additional information via an educational webinar Thursday, April 9, at 2 p.m. ET titled "How Banks Resolve Up to 80% of Inquiries with a Self-Learning AI Workforce." Registration is open now on Glia's website.

About Glia

Glia is the No. 1 platform for intelligent banking interactions, providing an AI workforce purpose-built for the banking industry - and the only one with a zero-hallucination and prompt injection guarantee for customer and member AI. Trusted by over 700 financial institutions, Glia's ChannelLess^® architecture eliminates the friction of traditional support by unifying voice, digital and AI into a single efficient foundation. With 1,000+ pre-built banking goals and seamless human-to-AI handoffs, we help institutions slash operational costs and abandonment rates while accelerating growth in loans and deposits. Our mission is to help build thriving communities, ensuring that every banking interaction - AI or human - builds lasting trust and measurable value. Learn more at glia.com.