← Glia
Glia role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI and digital customer service software that helps community banks and credit unions serve customers online and by phone.
Who you'd be calling
Heads of digital banking, contact center, and customer experience; COOs and CMOs at community and regional banks and credit unions
Your opener
“Hi [Name], this is [You] from Glia. I know I'm catching you out of the blue. We help community banks and credit unions give customers faster, easier service online and over the phone. How are you handling digital customer service today?”
Problems you solve for them
- Smaller banks struggle to match the digital service of megabanks and fintechs
- Contact centers are costly and customers wait too long
- Hard to turn online visitors into new loans and deposits
Discovery questions to ask
- How do members or customers reach you when they have a question or want a loan?
- What's your biggest service challenge: wait times, staffing or digital experience?
- How are you competing for deposits and loans against bigger banks?
Objections they'll throw at you
“I'm busy right now.”
→ I understand, I'll be brief. I only wanted to ask how you handle digital service. Could we pick 15 minutes next week?
“We're not interested.”
→ No problem. Out of curiosity, is customer service something you're happy with now, or on the to-do list?
“We already have a chat or contact center vendor.”
→ That's common. We focus only on banks and credit unions. What's one thing you wish your current setup did better?
“Send me an email.”
→ Sure. Who else on your digital or contact center team should be included?
Interview tips for this company
- Learn bank basics: deposits, loans, credit unions vs. banks, and why community institutions fear losing to megabanks and fintechs.
- Their claim is being the #1 Banking AI platform; repeat it only as their positioning and don't add stats you can't back up.
Written from public information about Glia to help you practice. Ask an insider what their role play looked like; it's the best prep there is.