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Comm100 for Banks and Financial Services Companies

Secure, Compliant, and Scalable Support.

Comm100 is the only platform you need to provide the support your clients expect, at a scale and cost that makes smart financial sense.

Cabrillo Credit Union logo
Affinity-CU-Logo
vantageone credit union logo
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veridian logo
Cambrian Credit Union logo
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1m+

client resolutions per year

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80%

of AI Agent chats handled without human escalation

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4/5

Average rating

Trust Comm100 to

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Reduce support costs and effort with a comprehensive and scalable omnichannel support platform

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Improve trust and loyalty by delivering answers whenever and wherever your customers need them

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Scale your support system using automation and AI across all the channels your customers expect

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Create peace of mind by keeping your data secure and your agents fully compliant with industry regulations

Whether it’s a problem with your mobile app, a question about fees, or help with estate planning, your clients want answers on their preferred channel and on their schedule, not yours. When that moment comes, we’ll make sure you’re 100% ready.

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“Since we’ve implemented Comm100 Live Chat we’ve seen a steady increase in the number of chats we were taking month over month. So, it’s actually worked well with all of the other channels that we were already offering, and it’s definitely helped us, and helped our members reach us more easily.

– Jasmina Duric, Manager of E-Services and Support Department, Lake Michigan Credit Union

A Complete Client Support Platform for Banking & Financial Services

Live Chat

Live Chat

So much more than a text window, Comm100 Live Chat offers voice, video, file sharing, and screen sharing for your website and mobile app. Deliver the real-time, personalized experience your customers expect.

AI Agent

AI Agent

Our AI Agent can easily handle 80% of your support requests without human intervention. Now that’s the scalability and productivity you need.

Ticketing & Messaging

Ticketing & Messaging

Manage inquiries from email, SMS, and social channels in one easy-to-use system. Keep every customer conversation organized, tracked, and routed to the right team for faster resolution.

Knowledge Base

Knowledge Base

Build and maintain centralized knowledge bases that support both self-service customers and agents. Ensure consistent, accurate answers across policies, coverage, and claims.

AI Flywheel

AI Flywheel

Our AI capabilities extend well beyond the table-stakes AI agent you expect. Our solutions span the entire support lifecycle, from building and managing your knowledge resources to training your staff to upholding quality standards in the trenches.

+ Learn more about Comm100 AI

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“Our goal as a credit union is to deliver the best possible service to our members, and Comm100’s banking live chat is helping us achieve that. We couldn’t be happier with the software or the support.

– Robert Griffith, Chief Executive Officer, Motor City Community Credit Union

Uncompromising Security & Compliance

We exceed security and compliance requirements for financial services and banking to keep your data secure and your business safe.

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Transform Customer Support For Financial Services

Frequently Asked Questions

How does Comm100 help banking and finance organizations?

Comm100 can be used by credit unions, community banks, and financial services organizations to offer quality support to their clients. It combines live chat, AI-powered automation, ticketing and messaging, a knowledge base, queue management, and voice into a single agent console, all backed by SOC 2 Type II certification, PCI DSS compliance, and on-premises deployment options.

The platform is trusted by credit unions and financial institutions including Lake Michigan Credit Union, Cambrian Credit Union, Affinity Credit Union, VantageOne Credit Union, and Veridian Credit Union.

Lake Michigan Credit Union’s Jasmina Duric, Manager of E-Services and Support, noted that after implementing Comm100 Live Chat they saw “a steady increase in the number of chats we were taking month over month” and that it “definitely helped us, and helped our members reach us more easily.”

Three outcomes anchor the platform: boosting member loyalty by letting members connect on their preferred channels, reducing support costs through AI automation of common inquiries, and building trust by combining digital convenience with a personal, human touch where it matters.

How does Comm100 handle security for financial services?

Comm100 holds SOC 2 Type II certification and supports PCI DSS compliance. Credit card masking protects cardholder data within chat and messaging conversations. Encryption covers data in transit and at rest. Role-based access controls restrict which agents can view specific member data or conversation types. Audit logging tracks all actions for compliance documentation.

On-premises deployment is available for institutions that require member data to stay within their own infrastructure. This is relevant for credit unions and banks with internal security policies or regulatory requirements that prohibit cloud-hosted member data. On-premises gives IT full control over servers, storage, access, and governance.

The same security architecture applies across every channel: live chat, messaging, email, ticketing, voice, and knowledge base. A member chatting on the website, messaging through WhatsApp, or calling through Comm100 Voice receives the same level of data protection. This prevents the compliance gaps that appear when institutions add channels through separate tools with separate (and sometimes weaker) security postures.

How does Comm100's AI Agent work for credit unions and banks?

The AI Agent handles the routine member inquiries that make up the bulk of contact volume: balance-related questions, rate information, card activation, branch hours, loan payment procedures, account maintenance steps, and online banking troubleshooting. It draws from the institution’s knowledge base, product documentation, and policy content to give accurate, institution-specific answers rather than generic responses.

The AI operates 24/7 across the institution’s website, messaging channels, and mobile app. Members who need help outside business hours get the same quality response as those contacting during the day. When the AI encounters a question it can’t resolve (a complex dispute, a hardship conversation, a transaction that needs manual review), it routes to a human agent with the full conversation context. The member doesn’t have to re-explain what they already said.

For credit unions and community banks competing against large banks with 24/7 call centers, the AI Agent fills the service gap at a fraction of the cost. It doesn’t replace the personal touch that members value. It handles the volume that doesn’t require it, so human agents have the capacity to deliver that personal touch where it counts.

Can Comm100 support secure messaging for sensitive financial conversations?

Comm100 offers a Secure Messaging channel for conversations that involve sensitive member information. Secure Messaging provides an asynchronous communication environment with the encryption and access controls required for financial data, giving members a way to discuss account-specific matters without the security concerns of standard social media messaging.

This matters for conversations where a member needs to share account numbers, identification documents, or financial details as part of resolving their inquiry. Standard chat handles most interactions, but when the conversation requires exchanging sensitive information, Secure Messaging provides a dedicated, compliant channel built for that purpose.