SAGE AI Smart Suite.
Built for banks and
credit unions.
SAGE AI Smart Suite is a single, secure AI platform with multiple applications.
Advanced AI Training Tools. Only Pay for What You Use. Save Time, Save Money, Increase Efficiency.
Answers-on-Demand
Accurately and quickly responds to staff questions about subjects they may not know or remember. SAGE AI is your go-to for just in-time-learning.
Draws from your institution's approved policies and the BVS training and compliance content
Consistent answers across every branch and every employee
Course Builder
Automatically turn any of your institutional documents into a complete training course — ready to publish to Monarch LMS.
Structure, assessments, and media generated automatically
No instructional design expertise required
Course Customizer
Trainers can customize any existing BVS course in minutes to reflect your institution’s policies and procedures.
Make each course yours with your own procedures, products, and institution-specific scenarios
BVS compliance accuracy preserved throughout
Training Simulations
Interactive training simulations using video, audio, and text — placing employees in realistic scenarios they'll actually face on the job. Live coaching and assessments ensure constant progress.
Face-to-face live conversations built around real situations
Combines video, audio, and text for deeper engagement
Learners practice decisions before they face them in real life
Financial Literacy
Turn your website into a trusted financial resource — AI-powered answers sourced exclusively from your institution.
Answers drawn only from your institution's and BVS approved information
Build faith in your brand as the go-to for trusted financial information and guidance
File Comparison
Automatically compares your policies and procedures with designated master policies and procedures. SAGE then presents the differences for a final decision from the institution.
Flags outdated content that hasn't kept pace with regulatory changes
Helps establish a single, authoritative institutional source of truth
Every institution is evaluating AI.
Not all AI is the same.
Generic AI tools can produce confident wrong answers about regulatory requirements. That's a compliance exposure no institution can afford. SAGE AI's closed architecture isn't a limitation — it's the feature.
