Associate Sales Engineer

Glia launches banking's first precision AI response modes, offering agentic experiences without unconstrained risk. Dan Michaeli Glia, the #1 banking AI platform, today announced three new response modes for Glia Banker, the voice and digital AI agent trusted by over 700 financial institutions. The new response modes allow financial institutions to decide how flexible they want their agentic AI responses to be, based on the specific task at hand. This allows financial institutions to adopt agentic AI at their pace, with a risk profile that isn't all-or-nothing. By inviting conversational freedom for discussion topics where it adds value and strictly securing high-stakes topics where there is zero tolerance for variability, banks and credit unions can offer a more natural Glia Banker experience while containing risk exactly where it matters. "Banking interactions sit on a spectrum, not a binary," said Justin DiPietro, co-founder and chief strategy officer at Glia. "The risk profile of a wire transfer is fundamentally different from a branch location query - and the experience a customer or member expects reflects that. We built these modes because banking is inherently high-stakes, but leaders are eager to deploy AI that fuels growth. We wanted financial institutions to have access to the most beneficial parts of generative AI - contextual flexibility and creativity - when and where they want it, without sacrificing the institutional controls and data security built directly into Glia's platform. That way, they can spend less time managing risk and more time deciding how to reinvest the efficiency gains from AI." Rather than forcing a one-size-fits-all approach across every customer or member interaction, Glia Banker now includes three configurable interaction styles designed to safely contain up to 80% of inquiries so frontline teams can focus on relationship building and personalized service: * Strict Mode is the trusted Glia Banker experience more than 700 banks and credit unions rely on today, delivering responses exactly as approved within an institution's knowledge bank. Responses in Strict Mode are protected by Glia's contractual guarantee against AI hallucinations and prompt injection attacks. * Rephrase Mode adapts institution-approved responses to reflect customers' own language and context. The wording becomes more conversational, but the AI never introduces information beyond the original approved source. * Compose Mode allows Glia Banker to generate responses in real time using a variety of institution-designated content, which can include policy documents, product information and approved knowledge articles. Even so, Compose Mode remains grounded exclusively in this institution-approved content - never drawing from the open internet or unrestricted large language models. "Every institution wants to fuel growth and strengthen service with AI," DiPietro said. "But every institution has a different risk appetite - and that appetite often varies down to individual topics and themes. The same institution that wants their AI to be completely generative when responding to questions about travel - adding in language like 'enjoy your trip' or 'London is beautiful this time of year' - often still wants their AI to respond to loan inquiries with 100% compliance-approved responses. That's why we're comfortable calling Glia AI the most agentic banking AI platform available - because we decided years ago what banking-grade AI requires for a regulated institution and we built the platform that way." However institutions choose to deploy Glia Banker - leveraging their preferred combinations of Strict, Rephrase and Compose Modes across inbound service channels and outbound campaigns - every interaction feeds a single, unified intelligence layer. By capturing context across both AI and human conversations, the Glia platform helps institutions break down functional reporting silos, drive bottom-line impact, and ensure every team is empowered to have empathetic, personalized conversations that fuel growth. This innovation underscores Glia's mission to help community and regional institutions compete with megabanks and fintechs. By equipping banks and credit unions with greater flexibility and control over how they deploy agentic AI, Glia ensures they can drive efficiencies and growth while protecting their institutions and account holders. "Banking AI is the great equalizer, and regional and community institutions are already using it to protect their biggest competitive differentiator: personalized service and relationships," said Dan Michaeli, co-founder and CEO of Glia. "But as institutions scale AI across every inbound, outbound and procedural banking workflow, they want to maintain granular controls over how and where it is used. Response modes give them that control. We're giving banking leaders the confidence they need to own their AI strategy and chase asset growth at a scale they've never seen before." Glia will offer additional information via an educational webinar Thursday, July 23, at 2 p.m. ET, titled "How to Double Agent Capacity With a Banking AI Workforce." Registration is open now on Glia's webinar registration page.

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.