This is not a slide deck. It is a working AI agent that handles account inquiries, card services, digital banking support, transaction disputes, and wire transfers for Citizens Bank customers.
Ask it anything about your checking account, card services, online banking, fraud reporting, or wire transfers. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that Citizens Bank's support team handles every day.
Answers questions about checking and savings accounts, fees, overdraft protection, routing numbers, and account features across all account tiers.
Handles lost or stolen cards, card activation, PIN resets, spending limit inquiries, and card freeze/unfreeze with urgency-appropriate responses.
Troubleshoots login issues, password resets, Zelle transfers, bill pay, mobile check deposit, and two-factor authentication problems.
Guides customers through reporting unauthorized transactions, explains Regulation E protections, and provides urgent escalation for active fraud.
Provides domestic and international wire transfer details, fees, cutoff times, and step-by-step guidance for setting up external ACH transfers.
PII protection prevents sensitive data handling in chat. Financial advice boundaries redirect to licensed advisors. Fraud urgency detection triggers immediate escalation.
This demo was built from scratch for Citizens Bank. Real logic for real scenarios.
Pulled Citizens Bank's account products, fees, digital banking procedures, and fraud policies into the AI's knowledge base.
Created customer-specific workflows for account inquiries, card services, digital banking, disputes, and wire transfers.
Configured PII protection, financial advice boundaries, and urgent fraud detection to keep conversations safe and compliant.
Ran 250 simulated customer conversations across happy paths, edge cases, and adversarial scenarios at ~83% pass rate.
Connected to your actual customer data. Handling your real support volume. This sandbox is just the start.
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