Meet the agent
Tess
“Choose a member-service intent and I’ll show the safe answer, route, or handoff.”
Tess is an AI agent for AI First Teller. Coming soon.
Tess is not live yet. Luma, our AI guide, can tell you about it.
Coming soon
Finance · AI digital teller for banks and credit unions
aifirstteller.com
AI First Teller
Provide 24/7 member assistance for routine banking with identity checks, safe transaction limits, audit logs, and human handoff.
The business
What this business does
AI First Teller helps credit unions; community banks; digital banking teams; call-center leaders; and member-service executives handle routine account help; service requests; appointment routing; and transaction intent triage with banking-grade controls by using authenticated or pre-auth service intake; intent classification; policy-aware answer generation; account-service routing; human handoff for regulated actions; and complete audit logging. It matters because community financial institutions need better digital service without losing trust or exposing sensitive account data; and the AI-native system learns from member intents; resolution outcomes; policy updates; branch handoffs; and service histories while staying inside permissioned banking controls.
Best first use
AI teller for routine credit-union member service and appointment scheduling.
Where it stands
Coming soon
This business is being built. Its agent and its pages are planned; it is not open yet.
What the agent does
What Tess will do
- Conversational teller
- identity and MFA flow
- account FAQ
- service request forms
- appointment scheduling
- card issue workflow
- transaction initiation with limits
- escalation
- compliance logs
- analytics dashboard
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