Financial Services
Organizations that provide consumer and commercial financial products and services such as deposits, lending, payments, and wealth management.
ExploreCU Copilot
The agent-first infrastructure layer for credit unions
CU Copilot gives AI agents everything they need to serve credit union members — structured product data, policy logic, and workflow definitions that enable agents to execute onboarding, enrollment, and service requests end-to-end.
Agent-First
Built for LLMs
Credit Unions
Industry Focus
Executable
Workflows + Policies
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What is CU Copilot?
CU Copilot is the structured infrastructure layer for credit union AI. We publish product catalogs, policy rules, onboarding procedures, and enrollment workflows in a format that AI agents can read, reason over, and execute — not just reference, but act on.
When a member asks an agent to open a new account, compare mortgage rates, or file a dispute, the agent doesn't scrape your website. It reads structured data from CU Copilot — rates, eligibility rules, required documents, approval workflows — and executes the procedure directly into your core systems.
CU Copilot is the operating layer between your members' AI agents and your core banking systems — turning static content into executable workflows that agents can run on behalf of members.
Why publish on CU Copilot?
Agent-Executable Workflows
Go beyond static content. Publish onboarding flows, enrollment procedures, and policy decision trees that agents can execute end-to-end.
Compliant by Design
Every workflow includes policy guardrails, eligibility rules, and audit trails — so agents make decisions that comply with your credit union's policies.
Your Brand, Your Domain
Publish under your credit union's own domain while benefiting from shared infrastructure and agent distribution.
Real-Time Policy Updates
Rate changes and policy updates take effect immediately. Every agent serving your members reads the latest version — no lag, no stale data.
Core System Integration
Structured procedures map directly to your core banking operations — account opening, loan applications, service requests — executed by agents on behalf of members.
Member Experience at Scale
Members get instant, accurate service through any AI agent — while your credit union maintains full control over policies, procedures, and compliance.
How it works
01
Register Your Credit Union
Create your organization profile and map your products, services, and procedures into the credit union taxonomy.
02
Publish Workflows & Policies
Publish structured content — onboarding flows, rate sheets, eligibility rules, enrollment procedures — with machine-readable policy logic.
03
Agents Execute for Members
AI agents discover your workflows and execute them on behalf of members — opening accounts, comparing products, processing requests — with full compliance.
04
Evolve with Your Members
Update policies and procedures as your credit union evolves. Every agent immediately operates on the latest version of your workflows.
Who should join?
Credit Unions
Compliance Teams
Operations Teams
CU Vendors
Built for Member Trust
Every workflow on CU Copilot is structured, policy-governed, and auditable. We're building the execution layer between members' AI agents and credit union core systems — so agents can act, not just answer.
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Ready to let agents serve your members?
Join the waitlist and be among the first credit unions to publish agent-executable workflows and policies.
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