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Banking Overhaul: 63% Fewer Reps, 80% Less Hardware

In this webinar, Steve Schexnayder, CIO of Neighbors FCU, shares how his team overhauled their digital infrastructure—cutting outdated hardware by 80%, reducing their rep count from 27 to just 10, and using AI to manage up to 60% of incoming calls.

Whether you’re in banking, credit unions, or customer operations, their story is a powerful example of how secure, AI-enabled communication can drive real results.

Key Takeaways:

  • How to modernize your bank without disrupting service
  • What a phased AI rollout looks like in real finance operations
  • Why reducing headcount didn’t reduce credit union member satisfaction
  • What to prioritize when consolidating communication platforms

Whether you’re in banking, credit unions, or customer operations, Neighbors’ story is a powerful example of how secure, AI-enabled communication can drive real results.

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