This isn't a slide deck. It's a working AI agent that handles account inquiries, wire transfers, digital banking support, lending questions, and branch information for CTBC Bank customers.
Ask it anything about checking accounts, wire transfers, mobile banking, mortgages, or branch locations. It has real knowledge, real workflows, and real banking expertise.
Built around real customer scenarios that CTBC Bank's support team handles every day.
Answers questions about checking, savings, CDs, interest rates, account features, FDIC insurance, and account opening eligibility by state.
Provides routing numbers, SWIFT codes, step-by-step wire instructions, and highlights special discounts for Taiwan transfers.
Helps with online banking enrollment, mobile app setup, Zelle, Bill Pay, mobile deposit, Apple Pay, and login troubleshooting.
Provides information on mortgages, HELOCs, SBA loans, commercial real estate financing, and walks through the application process.
Directs customers to branches in CA, NJ, and NY, provides the 55,000+ Allpoint ATM network, and shares all contact numbers.
Never shares sensitive account data in chat. Steers fraud reports to the 24/7 hotline and avoids giving personalized financial advice.
This demo was built from scratch for CTBC Bank. Real logic for real scenarios.
Pulled CTBC Bank's product details, rates, policies, wire transfer info, and multilingual support into the AI's knowledge base.
Created customer-specific workflows for accounts, wire transfers, digital banking, lending, and branch info with intelligent routing.
Configured safety checks for financial advice prevention, fraud escalation, and sensitive data protection.
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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