This isn't a slide deck. It's a working AI agent that handles account inquiries, card services, loan questions, and wealth management support for Northwest Bank customers.
Ask it anything about checking accounts, digital banking, card services, loans, or wealth management. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that Northwest Bank's support team handles every day.
Explains checking tiers, savings products, mobile deposit, Early Pay, Zelle, and online banking features with accurate product details.
Handles lost/stolen cards, card activation, fraud alerts, transaction disputes, and credit card features with urgency-appropriate responses.
Provides details on home equity, HELOC, auto loans, personal loans, mortgages, and guides customers through the application process.
Covers financial planning, retirement, IRAs, trusts, estates, and private banking while maintaining proper compliance disclaimers.
Answers questions about 180+ branch locations, hours, routing numbers, referral program, and FDIC coverage across PA, NY, OH, and IN.
Protects sensitive data, prevents unauthorized financial advice, and escalates fraud reports to the right phone channels immediately.
This demo was built from scratch for Northwest Bank. Real logic for real scenarios.
Pulled Northwest Bank's product details, support processes, contact information, and compliance requirements into the AI's knowledge base.
Created customer-specific workflows for account support, card services, lending, wealth management, and branch information.
Configured security guardrails for sensitive data protection, financial advice boundaries, and fraud escalation procedures.
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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