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Banking • Active

Vault: Banking

Secure, trustworthy banking customer service — account inquiries, transaction disputes, product guidance, and complaint resolution.

Live system: Omnichannel AI customer service platform that handles banking inquiries, disputes, and product advisory. Integrates with core banking systems for real-time acco…

70%
Auto-Resolution
4.8/5
CSAT Score
-60%
Avg Handle Time
85%
First Contact Resolution
Free 20-min discovery + 48h ROI audit Production-grade, not a demo3 weeks to first value
✓
✓
✓
Channel integration live • Human agent fallback for complex issues • Borderline flagged
Why this vs status quo
Do nothing
70% lost
Manual Banking
Build in-house
6–12 months
Hire + maintain
Vault
4.8/5
Weeks, not months
Account Inquiries • Transaction Disputes
Save ~10×

What ships

  • Account Inquiries — Real-time balance checks, transaction history, and account s…
  • Transaction Disputes — Guided dispute filing with automated case creation and statu…
  • Product Guidance — Personalized product recommendations and comparison for loan…
  • Complaint Resolution — Intelligent complaint routing with escalation management and…
  • Sentiment Detection — Real-time sentiment analysis to identify frustrated customer…
  • Omnichannel Support — Consistent experience across web chat, mobile app, WhatsApp,…

Human signs every critical step • Audit trail included

Sample output & architecture

Vault — Production Blueprint
Dated 18 Aug 2026 • #VAU-2026-041
Auto-Resolution: 70%CSAT Score: 4.8/5Avg Handle Time: -60%Banking
Agents
Front Desk Agent • Dispute Agent • Product Advisor
Stack
Azure AI Foundry, Azure AI Speech, Python, FastAPI
Workflow preview
1. Intent Detection2. Authentication3. Query Resolution4. Dispute Processing
Data flow: Customer Input → Intent Detection → Authentication → Query/Dispute/Advisory → Resolution → Follow-up
Azure AI Foundry + LangChain • Azure AI Foundry provides specialized models for conversatiov1.0 • Audit trail

Why Azure AI Foundry + LangChain wins

Azure AI Foundry provides specialized models for conversational AI and intent detection. LangChain manages multi-turn conversation state and tool integration with banking APIs.

Alternatives: Google Dialogflow CX + LangChain, AWS Lex + AutoGen

How Vault works — < 2 seconds to first value

Intent Detection → Authentication → Query Resolution → delivery. Full 7-step trail collapses below.

01 • < 2 seconds
Intent Detection
AI identifies customer intent from message or voice input.
02 • < 10 seconds
Authentication
Verify customer identity through secure multi-factor authentication.
03 • < 30 seconds
Query Resolution
Handle account inquiries, balance checks, and transaction lookups.
Full 7-step audit trail
1
Intent Detection • < 2 seconds
AI identifies customer intent from message or voice input.
2
Authentication • < 10 seconds
Verify customer identity through secure multi-factor authentication.
3
Query Resolution • < 30 seconds
Handle account inquiries, balance checks, and transaction lookups.
4
Dispute Processing • 2-5 minutes
Guide customer through dispute filing with evidence collection.
5
Product Advisory • 1-3 minutes
Provide personalized product recommendations based on customer profile.
6
Escalation • < 30 seconds
Route complex issues to human agents with full context transfer.
7
Follow-up • Automated
Automated follow-up on open cases and satisfaction surveys.

Which Banking use case is yours?

Tap your model — see the exact hinge we test.

Balance & Transaction Inquiries

Customers checking account balances, recent transactions, or statement details.

Do nothing
70% wasted
  • • Manual Banking process
  • • No audit trail
  • • No evidence for inspector/investor
Build in-house
6–12 months • Hire team
  • • Hire + train + maintain
  • • No re-run if product changes
  • • Hard to show investor quickly
Vault — 4.8/5
7 steps • Agents • Evidence
  • Account Inquiries
  • Transaction Disputes
  • Daily watch + re-run

Multi-agent mesh — orchestrated

Live system presentation

Vault · Agent Mesh

ORCHESTRATORBankingFront DeskACTIVEDisputeNODE 02Product AdvisorNODE 03Complaint Manag…NODE 041234567
Step 1< 2 seconds

Intent Detection

AI identifies customer intent from message or voice input.

NLU parsingIntent classificationEntity extractionContext loading

Objections, answered

If it’s not answered, you’ll hesitate. So we answer it here.

Secure, trustworthy banking customer service — account inquiries, transaction disputes, product guidance, and complaint resolution. Delivered as 4 specialized agents + 7-step workflow. You get Account Inquiries + Transaction Disputes and a dated evidence trail.
Production in 3 weeks • Audit trail

Get Vault live — without the Banking drag.

Secure, trustworthy banking customer service — account inquiries, transaction disputes, product guidance, and complaint resolution.… Implementation: Channel Setup → Intent Engine → Banking Integration → Production Launch.

Questions? Talk to a human • Responses in < 24h • Human signs every critical step

Evidence + audit trail•Azure AI Foundry + LangChain•Deterministic — LLM only for rationale