Financial services agent library

A growing collection of demonstration agents for consumer financial services. Each card is a self-contained use case — open one to try the agent end to end. This demo holds no data; nothing you enter is persisted.

Personal Banking

Account opening, servicing, and day-to-day money movement.

Customer Onboarding (KYC)

Live

Collect and verify CIP information to open a new deposit account.

Text + document intake (PDF / JPEG)
Field-by-field verification
KYC watchlist screening
Attempt-limited, with live-agent handoff

Open agent

Transaction Dispute Intake

Soon

Triage card disputes and draft a Reg E claim.

Dispute classification
Evidence collection
Reg E timeline tracking

Coming soon

Wealth Management

Advice, planning, and portfolio servicing for retail investors.

Portfolio Review Assistant

Soon

Summarize holdings and flag drift from the target allocation.

Allocation drift analysis
Suitability checks
Advisor-in-the-loop

Coming soon

Retirement Planning Intake

Soon

Gather goals and constraints to seed a financial plan.

Goals elicitation
Risk profiling
Plan scaffolding

Coming soon

Lending

Origination, underwriting support, and borrower servicing.

Loan Application Intake

Soon

Capture borrower details and required documents for underwriting.

Income document intake
Completeness checks
Underwriting handoff

Coming soon

Hardship Assistance

Soon

Assess eligibility for forbearance or a repayment plan.

Hardship assessment
Option explanation
Specialist routing

Coming soon