This is not a slide deck. It is a working AI agent that handles checking accounts, loans, credit cards, digital banking, and membership inquiries for UFCU members.
Ask it anything about checking accounts, loans, credit cards, digital banking, or membership. It has real knowledge, real workflows, and real guardrails.
Built around real member scenarios that UFCU's support team handles every day.
Compares Teen, Simply U, Free, and Plus Checking accounts. Explains fees, dividends, Courtesy Pay, and exclusive Plus Checking perks.
Handles auto, home, personal, credit builder, and business loan questions. Quotes rates with proper disclaimers and explains current promotions.
Explains Great Rate, Cash Back, and Travel & Rewards cards. Helps members choose based on their spending habits and priorities.
Resolves login issues, explains Zelle, Bill Pay, mobile deposit, and card controls. Guides members through MFA and password resets.
Explains who can join, the application process, referral bonuses, and benefits of UFCU's member-owned cooperative model.
Automatically steers away from specific financial advice, escalates fraud reports, and stays on-brand with UFCU products only.
This demo was built from scratch for UFCU. Real logic for real member scenarios.
Pulled UFCU's product details, rates, membership policies, and digital banking guides into the AI's knowledge base.
Created member-specific workflows for checking, loans, credit cards, digital banking, and membership inquiries.
Configured compliance guardrails for financial advice, fraud escalation, and brand consistency.
Ran 250 simulated member conversations across all workflows with an 83% pass rate.
Connected to your actual member data. Handling your real support volume. This sandbox is just the start.
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