Agentic AI · Banking
Everyday banking that runs itself.
Watches checking, savings, CDs, and money market in real time, optimizes balances across them, and handles the routine banking work for you.
What the agent would do
A glimpse of banking, fully agentic.
- ✓Moves idle cash into the highest-yield account you qualify for, automatically
- ✓Predicts low balances and tops up checking before fees ever hit
- ✓Opens, ladders, and renews CDs based on your rate and liquidity goals
- ✓Answers any account question in plain language, with the math shown
🤖KAI · Banking Agent
How's my money working for me this month?
Your checking averaged $4,200 idle, that's $14 left on the table. I can sweep balances above $2,500 into your 4.20% APY savings nightly and pull back what you need by morning. Want me to turn that on?
Yes. And what about my CD that matures next week?
Your 11-month CD ($12,000) matures Thursday. Current best 11-month rate is 4.65%, up 15 bps from your existing one. I can auto-renew at the new rate or split it: $8,000 renewed, $4,000 to savings for flexibility. Which do you prefer?