This isn't a slide deck. It's a working AI agent that handles member account questions, loan inquiries, retirement plan guidance, digital banking support, and branch information for SchoolsFirst FCU members.
Ask it anything about accounts, loans, retirement plans, the mobile app, or branch locations. It has real knowledge, real workflows, and real guardrails.
Built around real member scenarios that SchoolsFirst FCU's support team handles every day.
Explains checking, savings, Summer Saver, share certificates, and money market accounts with features, benefits, and how to open.
Covers the School Employee Auto Loan with summer skip payments, credit card rewards, Uniform Loans at 0% APR, and home loan options.
Guides members through 403(b), 457(b), Roth options, FICA Alternative plans, enrollment steps, and contribution limits.
Walks members through mobile check deposit, Zelle transfers, Bill Pay setup, card lock/unlock, travel notices, and app troubleshooting.
Helps with eligibility checks, how to join, branch locations and hours, the CO-OP ATM network, and contact information.
Detects fraud reports and redirects to emergency support. Blocks sensitive data in chat. Resists prompt injection attempts.
This demo was built from scratch for SchoolsFirst FCU. Real logic for real scenarios.
Pulled SchoolsFirst FCU's product details, membership info, branch data, and retirement plan services into the AI's knowledge base.
Created member-specific workflows for accounts, loans, retirement, digital banking, membership, and branch support.
Configured fraud detection, sensitive data protection, and prompt injection resistance to keep members safe.
Ran 250 simulated member conversations across happy paths, edge cases, and adversarial scenarios.
Connected to your actual member data. Handling your real support volume. This sandbox is just the start.
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