This isn't a slide deck. It's a working AI agent that answers account questions, guides customers through digital banking, explains lending options, and handles card and fraud issues for CNB Bank customers.
Ask it anything about checking accounts, online banking, mortgage options, debit card issues, or business banking. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that CNB Bank's team handles every day.
Explains checking, savings, CD, and IRA options, walks customers through requirements, and directs them to the right account for their needs.
Troubleshoots login issues, guides enrollment, explains Zelle, Remote Deposit, digital wallets, and mobile banking features.
Answers questions about personal loans, auto loans, HELOCs, mortgage types (FHA, VA, conventional), and the application process.
Handles lost/stolen cards with urgency, explains fraud alerts, guides dispute filing, and helps set travel notices and card limits.
Covers business checking, cash management, ACH payroll, merchant services, Autobooks invoicing, and account opening requirements.
Answers questions about branch hours, locations, routing numbers, contact info, and CNB Bank's full range of services.
This demo was built from scratch for CNB Bank. Real logic for real scenarios.
Pulled CNB Bank's products, policies, digital banking features, and lending details into the AI's knowledge base.
Created customer-specific workflows for accounts, digital banking, lending, card/fraud, and business banking.
Built compliance guardrails that block sensitive data, prevent financial advice, and stop rate hallucination.
Ran 250 simulated customer conversations across all workflows at ~83% automated resolution.
Connected to your actual customer data. Handling your real support volume. This sandbox is just the start.
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