This isn't a slide deck. It's a working AI agent that handles online banking support, card services, transfers, loans, and account management for Columbia Bank customers.
Ask it anything about online banking, debit cards, wire transfers, mortgages, or account services. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that Columbia Bank's support team handles every day.
Handles password resets, account lockouts, mobile app troubleshooting, Secure Access Code issues, and new enrollment with step-by-step guidance.
Reports lost or stolen cards, processes transaction disputes, activates new cards, resets PINs, and sets up travel notifications to prevent blocks.
Guides domestic and international wire transfers, Zelle setup, bill pay configuration, ACH payments, and internal account transfers.
Answers questions about pre-approval, loan types, refinancing options, HELOCs, SBA lending, auto loans, and payment setup.
Opens accounts, sets up overdraft protection, configures direct deposit, downloads statements, updates addresses, and explains account types.
Never asks for passwords or PINs, steers away from financial advice, and immediately escalates active fraud to the 24/7 hotline.
This demo was built from scratch for Columbia Bank. Real logic for real scenarios.
Pulled Columbia Bank's help center content, product details, policies, and contact information into the AI's knowledge base.
Created customer-specific workflows for online banking, card services, transfers, loans, and account management.
Configured security-conscious guardrails that protect customer credentials, avoid financial advice, and escalate fraud urgently.
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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