Can the agent handle multiple service requests at once?

Yes, you can ask the agent about different services one after another, but it responds to each request individually—no batch processing.

Does the agent integrate with our bank’s proprietary systems?

The agent works alongside your existing tools but does not directly integrate with proprietary or legacy bank systems.

How accurate are the procedure details provided?

The agent uses the latest information you provide, but you should review and update procedures as policies change.

Can I customize the agent’s responses for our branch’s policies?

Absolutely. You can tailor the agent’s instructions to reflect your specific branch requirements.

Is customer data secure with the agent?

Yes, the agent does not store any customer data and only processes information as you request.

Stop Repeating Service Procedures Daily

Instantly inform customers about applying for ATM cards, direct deposit, and CDs—no more manual explanations.

Explaining service application procedures eats up your time and interrupts your workflow. You repeat the same steps again and again, leaving less time for higher-value tasks.

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The hidden cost

What this is really costing you

Every day, you field the same customer questions about applying for ATM cards, setting up direct deposit, or opening certificates of deposit. Manually walking each customer through the process is tedious and time-consuming. It’s easy to miss details or delay other work while you handle these repetitive requests.

Time wasted

1.9 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,755/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep handling these requests manually, you’ll lose valuable hours each week, risk miscommunication, and struggle to keep up with other important tasks.

Return on investment

The math speaks for itself

Today — without agent

1.9 hrs/week

of manual work

$2,755/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,175/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Explaining ATM Card Applications

You ask your agent to send a step-by-step guide for applying for an ATM card to a customer.

Direct Deposit Setup Instructions

You ask your agent to provide the exact steps and required documents for setting up direct deposit.

Certificate of Deposit Process

You ask your agent to outline the procedure for opening a certificate of deposit, including eligibility and timelines.

Clarifying Required Documents

You ask your agent to quickly list all documents a customer needs for any service application.

How to hire your agent

Connect your tools

Link your financial services software, document management tools, and email platform to streamline information flow.

Tell your agent what you need

Type: 'Send the latest ATM card application steps to this customer.'

Agent gets it done

The agent instantly generates and delivers a clear, accurate procedure guide for your customer.

You doing it vs. your agent doing it

You doing it

Your agent doing it

You get back

Look up procedures, draft email, double-check details, send to customer.

Agent instantly provides the correct steps in a ready-to-send format.

20 min/request

Review requirements, write out instructions, answer follow-up questions.

Agent delivers tailored, step-by-step instructions for the customer.

20 min/request

Consult policy, summarize process, ensure accuracy before sending.

Agent generates an up-to-date, accurate process summary instantly.

15 min/request

Check requirements, create a checklist, share with customer.

Agent provides a complete, ready-to-share document list on demand.

10 min/request

Agent skill set

What this agent knows how to do

Instant Procedure Summaries

Provides clear, step-by-step instructions for any bank service application on demand.

Customizable Customer Responses

Tailors explanations to specific customer needs, ensuring accurate and relevant information every time.

Multi-Service Guidance

Handles requests for ATM cards, direct deposit, certificates of deposit, and more—all in one place.

Consistent Messaging

Ensures every customer receives the same, up-to-date procedure details, reducing errors and confusion.

Quick Reference Answers

Delivers fast responses to common procedural questions, freeing up your time.

AI Agent FAQ

Hire your AI agent

Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.

Free to join. No credit card required.