This isn't a slide deck. It's a working AI agent that handles account inquiries, digital banking support, credit cards, mortgages, and fraud prevention for First Citizens Bank customers.
Ask it anything about checking accounts, digital banking, credit cards, mortgages, or fraud protection. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that First Citizens Bank's support team handles every day.
Compares checking, savings, CDs, and money market accounts. Explains fees, rates, features, and how to open accounts with accurate knowledge base answers.
Troubleshoots login issues, mobile deposit problems, Zelle payments, bill pay setup, and external transfer timing with step-by-step guidance.
Walks through card options, rewards redemption, balance transfers, and dispute filing. Knows the difference between Cash Rewards, Travel Rewards, and Secured cards.
Explains fixed-rate, ARM, FHA, VA, and USDA loans. Guides first-time buyers through pre-approval, required documents, and the application process.
Handles stolen card reports with urgency, explains dispute timelines, identifies phishing attempts, and shares preventive security tips.
Built-in guardrails prevent financial advice, enforce identity verification for sensitive actions, and block disclosure of full account numbers.
This demo was built from scratch for First Citizens Bank. Real logic for real scenarios.
Pulled First Citizens' product details, policies, rates, and support procedures into the AI's knowledge base.
Created customer-specific workflows for accounts, digital banking, credit cards, mortgages, and fraud handling.
Configured compliance guardrails for financial advice boundaries, identity verification, and data protection.
Ran 250 simulated customer conversations across happy paths, edge cases, and adversarial scenarios.
Connected to your actual customer data. Handling your real support volume. This sandbox is just the start.
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