This isn't a slide deck. It's a working AI agent that handles private banking, wire transfers, trust and estate inquiries, investment questions, and digital banking support for Northern Trust clients.
Ask it anything about wire transfers, trust services, investment strategies, Private Passport access, or banking products. It has real knowledge, real workflows, and real guardrails.
Built around real client scenarios that Northern Trust's support teams handle every day.
Resolves login issues, password resets, two-factor authentication problems, and guides clients through the online banking platform and mobile app.
Provides fees, processing times, required information, and daily limits for domestic wires, international wires, ACH, and internal transfers.
Explains trust types, estate settlement timelines, beneficiary processes, and connects clients with their assigned trust officers.
Describes available strategies, ESG options, fee structures, and account minimums while respecting guardrails against specific investment advice.
Guides clients through deposit accounts, mortgages, HELOCs, securities-based lending, and account opening requirements.
Built-in guardrails prevent investment advice, tax/legal opinions, and social engineering attempts. Keeps every conversation within regulatory boundaries.
This demo was built from scratch for Northern Trust. Real logic for real scenarios.
Built a knowledge base covering Private Passport, wire transfers, trust services, investment management, banking products, and wealth planning.
Created client-specific workflows for digital banking, payments, trusts, investments, and banking products with intelligent routing.
Configured compliance guardrails for investment advice boundaries, fraud detection, and legal/tax advice restrictions.
Ran 250 simulated client conversations across all workflows, achieving ~83% pass rate on expected outcomes.
Connected to your actual client data. Handling your real support volume. This sandbox is just the start.
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