AI Banking Agent

Grounded in bank-owned data. Every action is traced; high-impact actions gate on a human.

Digital Banking Relationship Manager

Tell me what you need, and I’ll help you get it done. Choose a workflow below or type anything in your own words.

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Human approval required

The relationship manager can autonomously read bank data, collect information, create drafts, request documents and send permitted notifications. Credit decisions, limit changes and other controlled actions still require a named human approver.

Write to core banking
Approve loan
Reject loan
Change credit limit
Change risk category
Submit compliance decision

Grounding

Bank-owned records only — applications, customers, documents, exposure.
Policy answers retrieved from the demo knowledge base, cited by clause.
No public internet access. No customer data leaves the environment.
Every turn writes an audit record naming the agent as actor.