This isn't a slide deck. It's a working AI agent that handles account access, card replacement, billing questions, transfers, and fraud disputes for Valley Bank customers.
Ask it anything about account access, card issues, billing, transfers, or disputes. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that Valley Bank's support team handles every day.
Handles password resets, account lockouts, and 2FA issues. Verifies identity, walks through reset flows, and recommends security best practices.
Freezes lost or stolen cards instantly, assesses fraud risk, orders replacements with standard or expedited shipping, and sets up digital wallet access.
Takes fraud reports with empathy, gathers transaction details, files disputes, explains provisional credit and investigation timelines.
Explains statements, breaks down fees, guides to payment methods, walks through autopay setup, and addresses overdraft questions.
Guides through ACH, wire, Zelle, and internal transfers with clear fee breakdowns, processing times, limits, and step-by-step instructions.
Built-in guardrails prevent financial advice, enforce compliance language for rates and fees, and detect active fraud for urgent escalation.
This demo was built from scratch for Valley Bank. Real logic for real scenarios.
Pulled Valley Bank's account types, fee schedules, transfer policies, card procedures, and mortgage products into the AI's knowledge base.
Created customer-specific workflows for account access, card issues, disputes, billing, and money transfers.
Compliance-first guardrails prevent financial advice, enforce disclosure language, and route active fraud to specialists.
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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