Cases
Banking agents at work, scenario by scenario.
Example scenarios and videos of how an agent handles everyday situations in a bank, with sensitive decisions always in your advisors' hands.
Published case
The first banking case is in progress
We are working on our first published banking case, and we only publish what a customer has confirmed. If you want to be part of it, we can design a pilot with you and measure it with real conversations.
Videos
See the agent in action
The avatar agent videos below show how an agent would handle banking: guiding the customer through a request without ever asking for a password.
Example scenarios
Three everyday situations
These are example scenarios of how an agent could work in your bank. They are not customer results.
A lost card, late in the evening
A customer writes on WhatsApp saying a card is missing. The agent starts the block through your systems with the checks you define, explains how replacement works and offers an appointment at the branch. It never asks for a PIN or a code.
The first visit to the branch
A customer arrives to open an account. The avatar on the screen explains the requirements, lists the documents to bring, books an advisor and passes them the information collected, so the conversation starts where the agent left off.
A question about a loan
A customer asks about requirements and rates for a loan. The agent explains the information you approved and qualifies the lead. When the customer wants to move forward, an advisor takes over with the context; the decision is never the agent's.
Next step
Let's build your banking case
Tell us which requests overload your branches or contact center. We will design a pilot with you and measure it with real conversations.