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Role

Britany is a digital banking operations assistant designed to support customers during their earliest questions — before a call, before escalation, and before friction begins.

She helps explain common financial options and everyday banking concepts in clear, plain language, giving customers a better understanding of what’s possible without accessing account-level data or providing financial advice.

By handling high-volume, exploratory questions, Britany reduces inbound call and chat load while preserving human bankers for complex, relationship-driven conversations.

Britany is built for regulated environments and operates within defined, non-advisory boundaries. Her role is not to replace human expertise, but to prepare customers for more productive, informed conversations when human support is needed.

What Britany supports:

• First-pass customer education

• Plain-language explanations of financial options

• Call and chat deflection for operations teams

• Consistent, trust-led digital experiences

Britany brings clarity, consistency, and calm to digital banking — helping both customers and teams start conversations on stronger footing

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Role

Morgan is a digital loan and credit education assistant designed to help customers understand lending concepts before speaking with a human banker.

She supports banks by reducing repetitive, early-stage loan questions while improving customer confidence and readiness.

Role

Lindsay supports fintech and digital banking teams during moments of uncertainty — when integrations degrade, signals conflict, and it’s unclear whether action is required or patience is the better choice.

As a FinTech Incident Analyst, Lindsay helps teams interpret what’s happening across integrations, payment rails, and platform dependencies. She focuses on understanding real impact: what customers are likely experiencing, whether issues are expected to self-heal, and what response paths are safe.

As a Communications Lead, Lindsay translates complex technical signals into clear, steady language teams can share internally — helping everyone stay aligned without panic, speculation, or unnecessary escalation.

Lindsay does not monitor systems or take automated action. She provides calm, experience-driven interpretation and communication so teams can make informed decisions with confidence.

Lindsay supports:

• Incident analysis across fintech integrations and dependencies

• Understanding downstream customer impact during degraded states

• Clear, consistent internal communications during incidents

• Shareable situation summaries for operations, support, and leadership

Lindsay exists to bring clarity and composure to moments that often create stress — so teams can respond thoughtfully, not reactively.

Custom Agentic Assistants