Banking AI Advisor - Customer Success

Glia honored by Goldman Sachs for entrepreneurship for fifth consecutive year. Dan Michaeli, CEO and Co-founder, Among the Most Exceptional Entrepreneurs at 2026 Builders and Innovators Summit Today, Goldman Sachs (NYSE: GS) recognized Dan Michaeli, CEO and Co-Founder of Glia, as one of the Most Exceptional Entrepreneurs of 2026 at its Builders and Innovators Summit in Healdsburg, California. Goldman Sachs selected Michaeli from across multiple industries to be honored at the two-day event. Founded by Michaeli alongside co-founders Justin DiPietro and Carlos Paniagua, Glia receives this recognition during a period of accelerating momentum, closely following the launches of Glia Branch, Glia Relationship Management, and Glia Agentic Workflows. Together, these innovations transform the Glia Banking AI Platform into a unified system of action that connects customer interactions, institutional intelligence, and automated execution across every banking channel and system. "While I'm honored to be recognized, it is truly a reflection of the incredible work done by the Glia team and the mission-driven partnerships we've built with over 700 banks and credit unions," said Dan Michaeli, CEO and Co-Founder of Glia. "We are experiencing a period of extraordinary growth because financial leaders recognize that Banking AI represents a golden opportunity for community and regional institutions. By giving them the specialized AI tools to modernize and thrive, we are helping ensure that local banking remains strong, competitive, and customer-centric." Honorees were evaluated by Goldman Sachs based on corporate growth, technological innovation, and long-term industry impact. "We are pleased to recognize Dan Michaeli as one of the most exceptional entrepreneurs of 2026," said David Solomon, Chairman and CEO of Goldman Sachs. "As AI reshapes the global landscape, the leaders at Glia are proving that agility and vision can be the ultimate competitive advantages. They are not simply building a great enterprise; they are redefining what is possible in their industry." In its 15th year, Goldman Sachs' Builders and Innovators Summit is the can't-miss gathering for founders and CEOs of hypergrowth companies. Previous honorees have gone on to lead multi-billion-dollar companies across private and public markets. In addition to honoring exceptional entrepreneurs each year, the summit consists of general sessions and clinics led by seasoned entrepreneurs, academics, business leaders, and resident scholars. 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 combines intelligence, knowledge, and action into a single agentic framework, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. Banking-trained AI 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 provides the foundational trust institutions need to safely scale AI. 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 Goldman Sachs Goldman Sachs is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. Make the transition. Keep the connection.

4 Banks and Credit Unions recognized for AI innovation. Heartland Credit Union, Live Oak Bank, Thomaston Savings Bank and Alliant Credit Union recognized for using Glia's Banking AI to drive growth, increase workforce capacity and elevate customer experiences NEW YORK, NY (October 8, 2026) | Glia, the #1 Banking AI platform, today announced the winners of its 2026 Catalyst Awards, which honor the most forward-thinking institutions using Banking AI to create measurable impact across growth, operational efficiency and customer experience. This year's winners demonstrate the expanding role of Banking AI - retaining millions in deposits, creating thousands of hours of workforce capacity, resolving customer needs around the clock, and equipping employees with real-time knowledge to fuel personalization and cross-selling. Together, these banks and credit unions are proof that with Banking AI, community and regional institutions can compete with megabanks and fintechs without sacrificing the relationships and experience that have always differentiated them. "As AI moves from automating routine tasks to completing complex operating procedures, these institutions are leading the way," said Dan Michaeli, co-founder and CEO of Glia. "By methodically building and scaling Banking AI into their operations, they've positioned themselves ahead of the industry - directly benefiting their employees, local communities and account holders. We are proud to partner with them and celebrate their incredible momentum." Glia's 2026 Catalyst Awards winners include: * Heartland Credit Union, recipient of the Harmonizer Award for using Banking AI to create faster, more efficient member service across voice interactions. Glia saves Heartland more than 6,000 staff hours annually - giving them the additional capacity of nearly four full-time employees - while reducing average wait time for a human operator by 40% and call abandonment by 54%. "We view Banking AI as a way to empower our members with faster, 24/7 self-service options while allowing our employees to focus on higher-value conversations that require empathy, expertise and personalized financial guidance," said Daniel Mijal, vice president of digital strategy at Heartland Credit Union. "Glia helped us achieve the scale of a megabank without losing the personal feel our members know and trust." * Live Oak Bank, recipient of the Pacesetter Award for demonstrating how AI-enabled customer engagement can translate into deeper banking relationships. With Glia's Banking AI, the technology-forward bank maintained a 93% first-contact resolution rate while more than doubling the volume of interactions handled entirely by AI. Live Oak's checking balances grew 63% year-over-year, and 25% of its customers now hold both a loan and a deposit account, up from 18% a year prior. Voice AI gives the bank the capacity to serve those relationships around the clock. "The industry still treats efficiency and experience as opposing forces, said Josh Goldstein, director, contact center at Live Oak Bank. "Live Oak's history says otherwise, and our deployment of Glia's Banking AI proves it at scale: We serve every customer like they're the only one, around the clock, while freeing our bankers to do the high-value relationship work that grows loans and deposits." * Thomaston Savings Bank, recipient of the Energizer Award for using Banking AI to give frontline employees immediate access to institutional knowledge while automating routine work. Since launching Glia, Thomaston has saved over 1,440 hours - the equivalent of adding a full-time employee to the team every week - while Glia's AI quality-assurance capabilities saved an additional estimated 222 hours. Thomaston is now expanding Glia beyond the contact center into Treasury Management and Loan Operations to fuel personalization and speed for every team across the institution. "Glia is helping us balance modern AI technology with the compassionate, personal touch that defines Thomaston," said Melissa Cipriano, Officer and Contact center manager at Thomaston Savings Bank. "Our consultants get immediate procedural answers without switching tools or interrupting peers, while AI handles routine customer inquiries. That gives our team significantly more time for in-depth troubleshooting and meaningful conversations about our clients' needs." * Alliant Credit Union, recipient of the Prodigy Award for its rapid speed of innovation, selecting Glia and launching the Banking AI platform in just eight weeks and producing measurable results within its first year. One of the largest fully digital credit unions in the U.S., Alliant used Glia and supported nearly 300,000 digital interactions while creating more than 10,500 hours of annual workforce capacity and contributing to a nearly 20% year-over-year decrease in call volume. "The results we've achieved with Glia in our first year have been remarkable - from supporting hundreds of thousands of digital interactions to creating meaningful efficiencies for our team," said Stephani Foss, chief operations officer at Alliant Credit Union. "This award reflects our ability to move quickly, embrace innovation and deliver measurable value for both our members and employees. We are grateful for our partnership with Glia, whose expertise and collaboration have helped us accelerate our digital engagement strategy and enhance the way we serve members. We are honored to be recognized by Glia and remain focused on building even better experiences in the years ahead." Together, this year's Catalyst Award winners demonstrate the transformative power of AI built specifically for community banks and credit unions. By leveraging AI designed specifically for their needs, these institutions are creating experiences and operational efficiencies that rival the nation's largest banks - all while protecting and prioritizing the relationships and customer-centricity that defines community banking. "Out of the more than 700 financial institutions we work with, these four stood out for their ability to drive significant results and achieve AI maturity that impacts both their employees and account holders," said Paul Sheets, chief customer officer at Glia. "Glia's mission is to empower community and regional institutions to thrive against megabanks and fintechs. These award winners prove that when local financial institutions put Banking AI to work, they don't just compete - they win." Additional information on the 2026 Catalyst Awards is available at glia.com/catalyst-awards. Glia is the #1 platform for intelligent banking interactions, providing an AI workforce purpose-built for the banking industry. Trusted by over 700 financial institutions, Glia's Channelless(R) 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, Sign Store Macon help institutions slash operational costs and abandonment rates while accelerating growth in loans and deposits. Its 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. Contact. Daily Credit Union News - Straight to Your Inbox Join thousands of credit union industry professionals who start their day with the latest news, events and technology supporting the credit union industry.