This is not a slide deck. It is a working AI agent that handles account inquiries, credit card support, fraud reporting, digital banking, and lending questions for Bank of America customers.
Ask it anything about checking accounts, credit cards, Zelle transfers, fraud protection, or mortgage options. It has real knowledge, real workflows, and real guardrails.
Built around real customer scenarios that Bank of America's support team handles every day.
Compares checking and savings account types, explains fee waiver conditions, Preferred Rewards tiers, and guides customers to the right product.
Walks through card comparisons, rewards programs, sign-up bonuses, intro APR offers, and activation. Directs to the right product for each customer.
Responds to fraud reports with urgency. Guides card locking, explains Zero Liability protection, dispute filing, and investigation timelines.
Handles Zelle limits and safety, mobile check deposit, Bill Pay setup, wire transfer fees, password resets, and Erica virtual assistant questions.
Explains mortgage types, FHA and VA options, HELOC terms, auto loan pre-approval, refinancing, and the Balance Assist small-dollar loan program.
Built-in safeguards prevent sharing sensitive data, block financial advice, and ensure fraud reports are treated with appropriate urgency.
This demo was built from scratch for Bank of America. Real logic for real scenarios.
Pulled Bank of America's product details, fee structures, Preferred Rewards program, and compliance requirements into the AI's knowledge base.
Created customer-specific workflows for account management, credit cards, fraud, digital banking, and lending with intelligent routing.
Configured compliance-aware guardrails that prevent PII disclosure, block financial advice, and escalate fraud with urgency.
Ran 250 simulated customer conversations across happy paths, edge cases, and adversarial scenarios with ~83% pass rate.
Connected to your actual customer data. Handling your real support volume. This sandbox is just the start.
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