• Configure AI Agents that handle sensitive inquiries around account reconciliation, debit adjustments, and regulatory disclosures using Tars' visual builder.

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• Connect your Knowledge Base, BSA/AML policies, and core banking systems through 600+ pre-built integrations, including loan origination software, digital banking platforms, and wealth management CRMs.

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• Deploy Agents that understand CD rates, ACH transfers, and overdraft protection, without writing code or waiting on development sprints.

• Generate synthetic test datasets that evaluate how your Agent handles deposit account inquiries, chargeback disputes, and mortgage servicing requests.

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• Validate retrieval accuracy across Truth in Lending Act disclosures, Regulation E claims, and APR calculations.

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• Test tool selection for multi-step processes and ensure compliance and response quality before any member interaction goes live.

• Automate the high-volume queries that overwhelm your contact center, online banking password resets, check clearing status, direct deposit setup, statement requests, NSF fee explanations, and routing number lookups.

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• Tars Agents resolve these requests instantly while routing complex cases like unauthorized transaction claims, loan modification requests, or estate account inquiries to relationship managers.

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• Reduce call center volume by up to 45% and let your team focus on deposit growth and loan portfolio management.

• Track more than basic metrics with analytics built for financial services operations. Review full conversation transcripts to identify friction points in card dispute resolution or mortgage servicing.

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• Measure first-call resolution rates, Net Promoter Score trends, and adherence to TCPA, FDCPA, and fair lending guidelines.

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• Use these insights to refine Agent responses for rate inquiries, update disclosure language, and improve member satisfaction scores.

• Deploy Agents that conduct preliminary credit assessments for home equity lines, auto loans, personal loans, and small business credit.

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• Collect debt-to-income ratios, employment verification, credit score ranges, and collateral details through natural conversation flows.

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• Calculate monthly payments using current APRs, present amortization schedules, and capture contact details for qualified applicants.

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• Filter out subprime borrowers automatically so your lending team focuses on high-LTV opportunities and faster closings.

• Run targeted campaigns for existing depositors using Agents embedded across channels.

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• Present personalized recommendations for premium checking accounts, IRA rollovers, certificates of deposit, or credit card balance transfers based on average daily balance and relationship tenure.

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• Explain tiered interest structures and capture new account applications, all within the same conversation.

• Once your Agent passes testing benchmarks, launch it across multiple channels without lengthy implementation cycles.

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• Tars handles the technical integration with your digital banking stack while you control the rollout schedule.

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• Scale from pilot branches to enterprise-wide deployment in days, whether you're serving 10,000 credit union members or managing assets under administration for millions of retail banking customers.

• Capture lead information through conversational account opening flows that feel consultative, not transactional.

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• Validate Social Security numbers, verify phone numbers against OFAC lists, and confirm mailing addresses in real-time.

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• Route qualified prospects to the right wealth advisor, mortgage banker, or business banking officer based on product interest, loan amount, or branch territory.

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• Integrate directly with your CRM or loan origination system so leads enter your pipeline immediately, no manual data entry or duplicate account checks required.