This isn't a slide deck. It's a working AI agent that handles account inquiries, digital banking support, credit card questions, loan guidance, fraud reporting, and general banking services for Zions Bank customers.
Ask it anything about checking accounts, mobile banking, credit cards, mortgages, fraud protection, or general banking services. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that Zions Bank's support team handles every day.
Answers questions about checking, savings, Zelle, Bill Pay, mobile deposit, and online banking. Walks customers through troubleshooting steps and fee details.
Compares card options, explains AmaZing Rewards, handles balance transfer questions, and guides customers through disputes and lost card procedures.
Explains mortgage types (conventional, FHA, VA), home equity products, auto loans, and personal loans. Guides customers through the application process.
Handles fraud reports with urgency, guides customers to the right hotline, explains phishing scam protection, and walks through card lock/unlock procedures.
Provides branch hours, routing numbers, wire transfer details, and connects customers to wealth management, business banking, and other specialized services.
Three STEER guardrails prevent financial advice, sensitive data sharing, and unauthorized account modifications. Built for regulated banking environments.
This demo was built from scratch for Zions Bank. Real knowledge for real customer scenarios.
Pulled Zions Bank's product details, fee structures, digital banking guides, and security policies into the AI's knowledge base.
Created customer-specific workflows for accounts, credit cards, loans, security, and general banking with knowledge-backed responses.
Configured 3 STEER guardrails to prevent financial advice, sensitive data exposure, and unauthorized account changes.
Ran 250 simulated customer conversations across all 5 banking domains with an 83% pass rate.
Connected to your actual customer data. Handling your real support volume. This sandbox is just the start.
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