Bank AI Agent

We built an AI agent solution for the banking sector that gives customers fast, accurate and secure answers. The agent helps with loan products, bank cards, deposits, payments, mobile app issues and finding branches and ATMs, and hands over to an operator or creates a ticket where needed. A multi-stage pipeline was built: intent classification, RAG search, query rewriting, a multi-turn context resolver, tool routing, a safety guard, response validation and operator fallback. Security received special attention: the agent never asks for confidential data such as PIN, CVV or OTP and automatically returns a safe response when fraud is suspected. As a result, operator workload dropped and customers get answers grounded in official information around the clock. The client's name is not disclosed for confidentiality reasons.