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We built this for BMO

AI support that handles account access questions, transaction disputes, and digital banking support — trained on your products and customer workflows.

BMO

Try the BMO AI agent

This agent is loaded with dummy data for a fictional customer. Give it a test — try asking things like:

  • 💬 "I'm locked out of my online banking account"
  • 💬 "I see a charge I don't recognize on my debit card"
  • 💬 "How do I set up Zelle on my BMO app?"
  • 💬 "My mobile deposit has been on hold for 3 days"
  • 💬 "I need to report my credit card as stolen"
Call (555) 000-0000
Account Access
Transaction Dispute
Card Management
Digital Banking
Fraud Alert
Open the sandbox How we built this

Built for what BMO needs

AI-powered support that understands banking operations, account servicing, and financial compliance.

Natural conversations

Customers ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues across accounts.

Real integrations

Connects to your core banking systems and card platforms. Pulls real-time account data for accurate, grounded responses.

Compliance ready

Built for regulated financial services. Guardrails, audit trails, and human escalation paths keep you compliant with banking regulations.

Natural language workflows

Define support processes in plain English. No code required. Update fraud policies and account procedures instantly.

Voice + chat + email

Same AI brain across every channel. Customers get consistent answers whether they call, chat, or email about their accounts.

Deploy in days

This entire demo was built in hours. Your production launch can be just as fast.

How we built this for you

Configured in Lorikeet using your actual products and customer service workflows.

1

Connected your systems

Trained on BMO's banking products, account structures, card programs, and digital banking platform.

2

Wrote your workflows

Every response is grounded in your knowledge base. No hallucinated data, no made-up account details.

3

Added your knowledge

Articles covering account access, fraud reporting, card disputes, Zelle setup, mobile deposits, and fee policies.

4

Went live

Chat and voice are working right now. Email and SMS work the same way when you're ready.

Your customers can call too

Same AI, same knowledge — just over the phone. Try asking about account access, transaction disputes, or card management.

(555) 000-0000

US number · Available 24/7

See exactly what we built

Everything is transparent. Open the sandbox to see the workflows, tools, and knowledge base.

Workflows

Account access, fraud reporting, card disputes, Zelle setup, password reset, and fee inquiries — written in plain English.

Guardrails

Banking compliance, data security, PII protection, and regulatory boundaries — all enforced automatically.

Knowledge base

Account policies, digital banking guides, card program details, fee schedules, and troubleshooting articles — searchable by the AI.

Open the sandbox

Ready to go live?

This demo is just the start. Let's talk about rolling this out to your 13 million customers.

Schedule a call