Digital Assistant

CEFCU Digital Assistant is a new interactive tool that allows members to connect with their CEFCU accounts and access CEFCU information through additional channels. It’s as simple as accessing CEFCU Digital Assistant using SMS, Google Home, or Amazon Alexa, then asking the device questions or giving the device commands to meet your needs.

CEFCU Digital Assistant can be accessed at any time!

Anyone can use CEFCU Digital Assistant using Amazon Alexa or SMS text messaging. You do not need to be a CEFCU member in order to use the service through those channels.

Google Assistant requires authentication so a user must be a CEFCU member with CEFCU On-Line® Banking access.

You can access general CEFCU information, personal account information, and product-specific information using CEFCU Digital Assistant. Plus, it will learn and grow through common member interactions, so as time goes on, new assistance and answers will become available!

When using Alexa or Google devices, the user will receive either an email, voice, or text notification in order to authenticate any time a device is linked.

In order to receive this notification or turn off this notification, members will need to log in to CEFCU On-Line/Mobile Banking, then go to Menu > Settings > Security Alerts > “Alert me when a computer/browser is successfully registered.”

Text “Start” to 51219, then you can start the conversation with CEFCU Digital Assistant.

Through the interactions with the digital assistant, a user may be prompted to connect to their CEFCU account for additional details. Use your CEFCU On-Line/Mobile Banking login credentials to connect.

Invocation for Alexa: “Alexa, open CEFCU” to start a conversation with CEFCU Digital Assistant.

• Only iOS users have the capability to use the text feature within Alexa. Android users only have voice capabilities.
• Due to the nature of Alexa’s Natural Language Understanding (NLU), Alexa occasionally requires more context to understand the user’s request compared to SMS text messaging or Google devices.
  • For example, Alexa may not understand short, uncommon utterances like SEP IRA, but will understand, “Explain an SEP IRA” or “Define SEP IRA”.

Invocation for Google: “Open CEFCU” or “Talk to CEFCU” to start a conversation with CEFCU Digital Assistant.

• In order to call CEFCU, a member must have CEFCU saved as a contact in their phone.
• In order for your device to read personal information out loud, you will need to go into your Google Home app on your smart phone to enable that ability.
  • Click “Home” at the bottom of the screen.
  • Click “Device Setting”.
  • Under “More”, click “Recognition and Personalization”.
  • Allow personal results.

Make sure the accounts you are wishing to access are not “hidden.” Accounts that have been “hidden” in Account Preferences and Online Budgeting Tools will not be in the list of accounts for CEFCU Digital Assistant to access.

CEFCU Digital Assistant uses the account name and product type to find the best match. When using terms like “my savings account”, it is looking for a savings product and an account name of “my savings”. If the member has a My Use Account, it is both a savings product and an account name containing “my”, therefore the best match to present. This can be avoided by leaving out “my” and ask for “savings account details”, or something similar.