This isn't a slide deck. It's a working AI agent that handles account inquiries, loan questions, digital banking support, and member services for Credit Union of Texas members.
Ask it anything about checking accounts, auto loans, mortgages, digital banking, or membership benefits. It has real knowledge, real workflows, and real guardrails.
Built around real member scenarios that CUTX's support team handles every day.
Compares checking and savings products, explains features like Save the Change, and guides members through account opening options.
Handles new auto loans, refinancing, GAP protection, FairLease, GoFair used vehicles, and recreational vehicle financing questions.
Covers conventional, FHA, VA, USDA, and jumbo loans plus HELOCs, home equity, the Fast Lane $0 down program, and refinancing options.
Walks members through mobile deposit, Zelle setup, bill pay, online banking enrollment, card management, and account alerts.
Handles eligibility questions, member benefits like free telehealth, Skip-A-Pay, ATM network info, branch hours, and referral programs.
Guardrails prevent financial advice, protect member data without verification, and immediately escalate fraud or security concerns to the right team.
This demo was built from scratch for CUTX. Real logic for real member scenarios.
Pulled CUTX's product details, rates, eligibility rules, and member benefits into the AI's knowledge base.
Created member-specific workflows for accounts, auto loans, mortgages, digital banking, and membership services.
Configured compliance guardrails to prevent financial advice, protect member data, and escalate fraud concerns.
Ran 250 simulated member conversations across all workflows at ~83% pass rate.
Connected to your actual member data. Handling your real support volume. This sandbox is just the start.
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