This is a working AI agent that handles account access, fraud reports, wire transfers, commercial lending inquiries, and personal banking questions for Texas Capital Bank customers.
Ask it about online banking, wire transfers, commercial loans, fraud protection, or personal account options. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that your support team handles every day.
Guides customers through password resets, account lockouts, MFA issues, and mobile app troubleshooting with step-by-step resolution.
Handles fraud reports, suspicious activity alerts, lost card procedures, and phishing education with appropriate urgency and escalation paths.
Assists with domestic and international wire transfers, ACH payments, bill pay, payment troubleshooting, and transfer limit inquiries.
Answers questions about business accounts, SBA loans, lines of credit, equipment financing, treasury management, and the Initio platform.
Helps customers explore STAR Checking, Savings, Money Market, and CD accounts with feature comparisons and account opening guidance.
Built-in safeguards prevent sharing sensitive data, giving investment advice, or making competitor comparisons, keeping every interaction compliant.
This demo was built from scratch for Texas Capital Bank. Real logic for real scenarios.
Pulled Texas Capital Bank's product details, policies, and support procedures into the AI's knowledge base.
Created customer-specific workflows for account access, fraud, payments, commercial banking, and personal products.
Configured compliance guardrails to prevent sensitive data exposure, investment advice, and competitor disparagement.
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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