An AI-powered chatbot deployed on a financial institution's website and mobile app to handle account inquiries, transaction questions, and basic troubleshooting.
banking
customer-support
chatbot
financial-services
Created by Aisha Johnson on Apr 15, 2025, 10:00 AM
Last updated on May 10, 2025, 2:30 PM
Business Objectives
- •Reduce customer support costs by 30%
- •Improve first-contact resolution rate to 75%
- •Maintain customer satisfaction at >85%
- •Comply with financial regulatory requirements
Success Criteria
- •Successfully completes >85% of supported tasks without human intervention
- •Maintains >90% accuracy for information provided
- •Completes interactions in average time <3 minutes
- •Correctly identifies when to escalate to human agents
Key Tasks
- •Authentication and identity verification
- •Account balance and transaction history inquiries
- •Transaction explanations and fee clarifications
- •Product information and comparisons
- •Basic troubleshooting for digital banking
- •Handoff to human agents for complex issues
Technical Requirements
- •Integration with banking core systems
- •Real-time data access for account information
- •Secure authentication protocols
- •Compliance with financial data regulations
Associated Models (3)
GPT-4 Financial
LLM
Banking Intent Classifier
Intent Classification
Financial Entity Recognizer
Entity Recognition
Associated Datasets (3)
Banking Customer Queries
text
Financial Transaction Descriptions
text
Banking Jailbreak Attempts
text