Transformation Goals
The engagement focused on north stars that connected member service outcomes to productivity, service quality, and a scalable GenAI foundation the credit union could measure inside its existing operational cadence.
- Agent Productivity: Dramatically improve contact center agent efficiency by providing instant access to relevant knowledge and contextual responses through a GenAI-powered assistant.
- Service Quality: Deliver faster, more accurate, and more consistent responses to member queries, improving first-call resolution rates and overall member satisfaction.
- Scalable Foundation: Build foundational GenAI capabilities in MVP1 that can be rapidly expanded to additional enterprise use cases beyond the contact center.
The Solution
Myridius approached the engagement as a governed GenAI foundation rather than a contact center tool deployment. The team deployed Amazon Q as the core engine, configured the AWS S3 knowledge infrastructure for multi-source coverage of member-facing information, conducted extensive accuracy optimization, and embedded the safety and access controls a regulated financial services environment requires. Every architecture decision was tied to either a member service outcome or a compliance control the credit union and its regulators would recognize.
- Orchestrated the foundation: Deployed Amazon Q as the core GenAI engine, enabling natural language queries against the credit union's knowledge base for fast, contextually accurate responses. Configured AWS S3-based knowledge repositories with structured and unstructured data ingestion, streamlined data processing pipelines, and multi-source knowledge search for comprehensive coverage of member-facing information.
- Embedded intelligence and performance into the workflow: Conducted extensive testing and optimization of knowledge search accuracy, fine-tuning retrieval parameters and response generation to maximize relevance and minimize hallucinations, the accuracy member-facing AI requires to be useful rather than risky.
- Reimagined the operating model: Embedded safety guardrails and role-based access control mechanisms ensuring compliant, secure, and policy-adherent AI-generated responses across all contact center interactions. Structured MVP1 as a reusable GenAI foundation designed for rapid expansion across operations, lending, and member services.
Governance and Trust
Because the credit union operates in a regulated financial services environment serving member-owners, governance was treated as a primary architectural input rather than a downstream review. Safety guardrails were embedded directly into the GenAI response pipeline, ensuring that every AI-generated response is shaped by the credit union's policies, regulatory obligations, and member-protection commitments before it reaches an agent or a member. Role-based access controls govern who can ask what, who can see what, and how sensitive information flows through the system.
The knowledge infrastructure on AWS S3 was designed with consistent ingestion patterns and data processing pipelines so the underlying source of truth is auditable and the AI's behavior is defensible. Response accuracy was tested and optimized to minimize hallucinations, the single most important safety control for member-facing GenAI in financial services. The MVP1 foundation deliberately leaves room for expanded governance as the assistant scales to additional enterprise functions, so compliance does not need to be re-litigated each time a new use case is added.