EPISODE
192

AI That Saves Agents: Not Replaces Them

August 28, 2025

Imagine your call volume doubles overnight, but your hiring budget is stuck at zero. Most contact centers would collapse. Heritage Federal Credit Union didn’t.

In this episode, Max Clark sits down with Brent Wilford and Patrick Russell from Glia to unpack how Heritage:

Navigated a messy merger without adding agents

Reimagined customer engagement with true omnichannel done right

Used AI to empower agents instead of replacing them

Unlike JPMorgan’s massive AI rollouts, Heritage shows what “AI done right” looks like in a mid-sized credit union. It is a blueprint any contact center can follow.

👉 Heritage doubled call volume without a single new hire. Watch how, and learn what your team can take from their playbook before you face the same challenge.

Transcript

Transform your business without wasting money.

We help you identify, audit and implement technology changes within your business to create leverage points to scale your company faster.