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Glia and Alloy Labs unveil Banking AI Strategic Annual Planning Kit. * Banking AI platform Glia and financial services consortium Alloy Labs have jointly released their 2026-2027 Banking AI Strategic Annual Planning Kit. * The planning kit is a cross-functional blueprint that gives leaders at banks and credit unions guidance on deploying banking-specific AI solutions. * Glia is a multiple-time Finovate Best of Show winner. Alloy Labs most recently demoed its technology on the Finovate stage at FinovateFall 2022. Banking AI platform Glia and financial services consortium Alloy Labs have teamed up to jointly release their 2026-2027 Banking AI Strategic Annual Planning Kit. The new resource is a cross-functional blueprint that provides leadership teams with clear governance templates, an enterprise-wide roadmap, and strategies to deploy banking-specific AI. The goal is to help organizations avoid the kind of security and compliance risks that many institutions face when using industry-agnostic AI solutions. "This is the first planning cycle where AI strategy and bank strategy are in the same conversation," Alloy Labs CEO Jason Henrichs said. "Boards are approving budgets for technology that moves faster than any planning process built to contain it - and institutions treating that as a line item rather than a set of strategic choices will spend 2027 explaining why the spend never reached the bottom line." The planning kit comes as a sizable number of regional and community financial institutions are reporting challenges when it comes to realizing some of the benefits of AI-enabled technology. Glia's statement on the partnership noted that 80% of institutions have said that early adoption of AI has "failed to improve their bottom line." The blueprint provided by Glia and Alloy Labs is designed to help leaders transform their investments in AI - increasingly the top technology budget item for banks and credit unions - into lower operating costs, higher loan and deposit growth, and greater account holder retention. "We've sat in rooms full of bank technology leaders and asked how many have a single AI agent in production," Henrichs added. "Silence. These aren't laggards. They have board mandates and completed pilots. What's missing is the bridge from experiment to strategy, and that's a planning problem, not a technology one. We built this kit with Glia to close that gap. Glia was the right partner because they've done the production-scale work in banking that most AI vendors only put in slide decks." Designed as a practical workbook, the kit covers a variety of core topics including how to leverage conversational, automated, outbound voice and SMS outreach to boost loan and deposit volumes, and key parameters for evaluating cybersecurity architectures and regulatory compliance factors to defend against hallucinations, data leaks, and vendor sprawl. The kit also articulates a Centralized Product Ownership Model for C-suite leadership, a Three-Phase Roadmap to facilitate smooth scaling that does not interfere with existing workflows, and a practical framework for launching a Universal Banker model that supports and elevates the entire workforce. "As the 2027 planning cycle begins, banks and credit unions are facing a perfect storm," Glia CEO and Co-Founder Dan Michaeli said. "Financial institutions are trying to protect their core deposits, keep the next generation from moving their inheritance away, and somehow find growth in a flat market. Throw in talent shortages, compliance headaches, and rising fraud, and the old strategic planning playbook just won't cut it. We built this resource because executives don't need more AI hype. They need a practical blueprint to prioritize their efforts to handle all these pressures at once." A consortium of more than 90 community and midsize banks, Alloy Labs spans 46 states and nearly $500 billion in combined assets. The alliance works with banks and credit unions, collaborating to share insights, explore emerging trends, and unlock new opportunities for growth. Viewed as a single entity, Alloy Labs is a top 10 bank, which gives it the scale to work with larger providers and provide a scaling path to startup partners. Jason Henrichs is CEO. A multiple-time Finovate Best of Show winner, Glia most recently demonstrated its technology at FinovateSpring 2021. The company's Banking AI Operating System serves as a central intelligence layer that sits on top of existing tech stacks, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. These AI agents automate workflows across voice and digital channels to lower operational costs, boost efficiency, and streamline the customer experience. More than 700 banks and credit unions rely on Glia's technology.

Glia and Alloy Labs launch interactive kit to help banking leaders Plan for 2027. Dan Michaeli Glia, the #1 Banking AI platform, and Alloy Labs, the financial industry's premier member-driven innovation alliance, today announced the joint release of the 2026-27 Banking AI Strategic Annual Planning Kit. Designed to help regional and community financial institutions navigate unprecedented complexity and sharper competition this planning season, this practical kit addresses a major industry paradox: While AI is now the top technology budget item for banks and credit unions, roughly 80% of institutions report that early adoption has failed to improve their bottom line. This new cross-functional blueprint helps leadership teams bridge that gap and safely accomplish core goals - lowering operating costs, driving loan and deposit growth, and preventing account holder attrition - by providing clear governance templates, an enterprise-wide roadmap and strategies to deploy banking-specific AI without introducing the security and compliance risks many institutions are unknowingly accepting with industry-agnostic AI vendors. "As the 2027 planning cycle begins, banks and credit unions are facing a perfect storm. Financial institutions are trying to protect their core deposits, keep the next generation from moving their inheritance away and somehow find growth in a flat market," said Dan Michaeli, CEO and co-founder of Glia. "Throw in talent shortages, compliance headaches and rising fraud, and the old strategic planning playbook just won't cut it. We built this resource because executives don't need more AI hype. They need a practical blueprint to prioritize their efforts to handle all these pressures at once." A Sneak Peek Inside the Kit: Guidance for Banking Executives Built as a practical workbook to break down traditional siloes between leadership teams from IT and operations to lending and compliance, the kit considers how financial institutions have traditionally scaled and how that equation must change with banking-specific AI, covering core topics such as: * Rethinking Growth Amid Shifting Preferences: How to look past traditional inbound support and leverage a smart mix of conversational, automated outbound voice and SMS outreach to fuel loan and deposit volumes. By shifting from reactive to proactive support, leaders can maximize their team's productivity and impact while minimizing the effects of employee attrition on service levels and experience. * Driving Value Across the Entire Institution: Why meaningful impact requires a unified strategy rather than isolated tech experiments. The kit details a clear Centralized Product Ownership Model to align the C-suite, a Three-Phase Roadmap to scale smoothly without disrupting workflows and a practical framework for launching a Universal Banker model that elevates your entire workforce. * Navigating the Reality of Risk: An honest look at the operational liabilities of doing nothing - or of choosing a generic, non-banking AI partner. The kit offers critical parameters for evaluating cybersecurity architectures and regulatory compliance factors to protect your institution from hallucinations, data leaks and vendor sprawl. "This is the first planning cycle where AI strategy and bank strategy are the same conversation," said Jason Henrichs, CEO of Alloy Labs. "Boards are approving budgets for technology that moves faster than any planning process built to contain it - and institutions treating that as a line item rather than a set of strategic choices will spend 2027 explaining why the spend never reached the bottom line. We've sat in rooms full of bank technology leaders and asked how many have a single AI agent in production. Silence. These aren't laggards. They have board mandates and completed pilots. What's missing is the bridge from experiment to strategy, and that's a planning problem, not a technology one. We built this kit with Glia to close that gap. Glia was the right partner because they've done the production-scale work in banking that most AI vendors only put in slide decks." Availability and Upcoming Executive Webinar The 2026-27 Banking AI Strategic Annual Planning Kit is available now for complimentary download. Banking and credit union executives can secure their copy and learn more about navigating the 2027 planning frontier by visiting glia.com. Dedicated annual planning workshops with Glia's Financial Institution Advisory team are also available upon request. To help leadership teams contextualize these findings for their upcoming boardroom sessions, Glia and Alloy Labs will also host an exclusive executive webinar titled" From Pilot to Plan: Building Your Bank's 2027 AI Roadmap ." The interactive session will break down the kit's operational frameworks, share live deployment benchmarks, and host an open Q&A on navigating compliance and ownership challenges. Financial institution leaders can reserve their free seat now via the webinar's registration page.

Meet Tex: TDECU's smarter voice assistant. Powered by Glia's Banking AI and Illuma's Voice Security, "Tex" delivers instant support with real-time fraud protection TDECU, Houston's largest credit union, has expanded its partnership with Glia and Illuma to improve the Member experience with Tex, a self-learning AI-powered voice assistant. The tool was built to help Members receive faster, more intuitive support. After years of supporting Members as TDECU's virtual chat assistant, Tex now extends the same capabilities to voice calls, creating a seamless Member experience across every channel. "As technology evolves, so do our Members' expectations for faster, more personalized service. That's why we are committed to delivering the same great personal experience that has helped TDECU grow over the past 70 years," said TDECU President and CEO Isaac Johnson. "Our Members need support that's immediate, intuitive, and available wherever they are. This technology allows them to access the service they value, on their own schedule." Unlike traditional phone trees and menu-based systems, Tex delivers a conversational, human-like experience, allowing Members to authenticate and resolve numerous common inquiries in real time. Tex can support Members with everything from checking account balances to guidance on over 250 specialized financial topics. "Houston has always been a city of trailblazers, defined by a spirit of innovation that reaches for the stars while staying firmly rooted in community," said Dan Michaeli, CEO and co-founder of Glia. "By automating routine interactions with Tex, TDECU is using that same innovative spirit to clear the path for its people. This partnership isn't just about speed; it's about creating a launchpad for TDECU's frontline team to do what it does best - building the deep, human relationships that have been the heartbeat of this community for generations." Unlike generic AI systems, Glia's Banking AI Platform eliminates the risk of AI hallucinations - ensuring every Tex response is accurate and compliant. When paired with IllumaSHIELD(TM) Voice Security, which uses AI voice intelligence to help combat increasingly sophisticated fraud attempts and AI-generated impersonation scams, TDECU creates a secure yet seamless environment that aligns with its high standards for Member interactions. "As voice fraud grows more sophisticated - driven by social engineering and AI-generated audio - TDECU is taking a proactive approach by introducing a modern, layered voice security strategy," said Milind Borkar, PhD, Founder and CEO of Illuma. "We are proud to support a partner that refuses to compromise on their standards as they push the boundaries of innovation." The result is a triple-win: instant self-service for Members, shorter wait times for those needing human assistance, and greater efficiency for frontline teams during peak call periods. Ultimately, by automating repetitive, high-volume requests, Tex enables TDECU employees to spend more time focusing on complex financial needs, important Member conversations, and long-term relationship-building. TDECU Members own their financial futures and access information with confidence. Visit TDECU.org to join today. About Glia Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver experiences that win against megabanks and fintechs. Glia's Banking AI operating system is a central intelligence layer on top of existing tech stacks, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. These banking-rained agents automate workflows across voice and digital-from front office to back office-resulting in decreased operational costs and the Universal Banker model. Trusted by 700+ banks and credit unions for its ironclad security and reliability, Glia delivers the industry's first contractual no-hallucination guarantee. It's why Glia customers quickly and confidently put Banking AI to work with measurable results from day one. Learn more at glia.com. About TDECU Founded in 1955, TDECU is a not-for-profit financial cooperative with more than 397,000 Members and over $5 billion in assets.TDECU currently has more than 30 Member Centers and offers a complete selection of convenient, innovative, and competitive products and services, including a full suite of deposit products as well as mortgage, auto, and personal loan products, digital banking, and business/commercial services.TDECU also offers, through its subsidiaries, retirement planning and wealth management, personal and business insurance products. Members can also access a worldwide network of over 55,000 surcharge-free ATMs. For more information, visit tdecu.org or call (800) 839-1154. About Illuma Illuma is the FinTech leader and the only CUSO specialized in real-time voice security solutions for financial institutions. Its flagship solution, IllumaSHIELD(TM), combines AI-powered voice biometrics and fraud defenses with Multi-Factor Authentication (MFA) and human-AI collaborative intelligence to deliver secure and seamless authentication, reducing fraud risks while improving efficiency in contact centers and self-service channels. IllumaSHIELD(TM) has been featured at premier FinTech events and has won multiple accolades, including 'Best in Show' at Finovate, VentureTech, CreditUnions.com Innovation Series, NACUSO Next Big Idea, and The League of Credit Unions & Affiliates 2025 Shark Tank recognizing its leadership in financial technology innovation. For more information, visit illuma.cx. Make the transition. Keep the connection.