AI Agent for Banking Sector

We developed an AI agent for the banking sector that gives customers fast, accurate and secure answers. The agent advises on loans, cards, deposits, payments and mobile app issues, finds branches and ATMs, and escalates to an operator or creates a ticket when needed. A multi-stage pipeline was built: intent classification, RAG search, query rewrite, multi-turn context resolver, tool routing, safety guard, response validation and operator fallback. Security was a priority: the agent never asks for PIN, CVV or OTP and automatically returns a safe response when fraud is suspected. As a result, operator workload decreased and customers get 24/7 answers based on official data. The client name is confidential.