AI Agents for Employees, Marketing & Research

Built a set of AI agents that give CFCU employees fast answers, keep marketing on-brand and compliant, and speed up pricing decisions — on Microsoft Copilot Studio and Claude, grounded in the credit union’s own documents.

Agents

• Intranet AI assistant for employee questions, policy lookups, and research, grounded in SharePoint content
• Marketing and compliance review agent that checks copy against the style guide and brand guidelines and flags items for compliance review
• Competitive rate research tools that gather local and national deposit rates to support rate-change decisions

Client

Communication Federal Credit Union

Date

2026