utterance: Thank you for calling Intellbank, where we're for the people, by the people. This is Kevin Samuels. How may I help you?

utterance: Hi, Mr. Kevin Samuels. my name is John Will. And I would like to set up an appointment with a risk specialist.

utterance: All right, John Will. Thank you. Thank you so much for choosing Intellbank, and yes, if I could just get some general information from you, so I can just make sure you are who you say you are, and I can get you on your way to the risk specialist.

utterance: that that's no problem and you know, so I I received something in the mail here. I don't know if y'all have a special going on, but essentially you were offering lower rates for business owners.

utterance: Yes, sir.

utterance: Yes.

utterance: Yes sir. that's through our Travel Card Platinum holders. So, you. I can see in your account right now let me just bring up some stuff real quick.

utterance: Mkay.

utterance: And and then just a follow-up question.

utterance: Yes?

utterance: I've been with the company for maybe two or three months. Am I still qualified for this? special?

utterance: due to you already being a a platinum card holder, you do get that access.

utterance: OK.

utterance: because you initially joined the platinum card position.

utterance: OK.

utterance: So, therefore yes, you don't have to wait for additional you know three terms or you know, other other tiers. You you can just go right into it since you're already at the highest package coming in.

utterance: So, and this is Inzelle Bank right?

utterance: No, it's Bank, sir.

utterance: Intellibank. Got it. Intellibank.

utterance: Yes, sir. Intellibank.

utterance: Yes, sir. Intellibank. Yes, but if I could just get the your your your address, please?

utterance: Yeah, absolutely. Let me know when you're ready.

utterance: I'm ready.

utterance: One eight three two Dean D E A N Street.

utterance: Mhm.

utterance: San Antonio, Texas.

utterance: All righty.

utterance: Seven eight two one two.

utterance: OK. Yes, sir, and what time would you like to request that appointment?

utterance: I could do maybe morning morning time tomorrow.

utterance: Morning time tomorrow. All right. and that is the eighth.

utterance: Yes, sir.

utterance: All righty. OK, sir, and what how would you like the meeting, or the appointment I rather should say, to be conducted?

utterance: I would love to do phone.

utterance: OK. Phone and may I get your number?

utterance: Absolutely, I have three one zero.

utterance: Three one zero.

utterance: Six seven two.

utterance: Six seven two.

utterance: Three nine.

utterance: Three nine.

utterance: Four two.

utterance: Four two. OK, sir. I'm gonna read this back to you, make sure I have it. It's three one zero six seven two three nine four two. Is that the correct phone number?

utterance: Correct and then after we set up the meeting with the risk specialist.

utterance: Yes.

utterance: I also want to inquire about the financial advisor.

utterance: OK cool. that's gonna be the same thing with the financial advisor. If anything can I get your member ID?

utterance: Absolutely. Let me know when you're ready.

utterance: I'm ready, sir.

utterance: I have four four nine.

utterance: Four four nine.

utterance: Six two nine.

utterance: Six two nine.

utterance: Three eight.

utterance: Three eight. All right, four four nine six nine three eight.

utterance: Six two nine.

utterance: Oh, six two nine. OK, sir. Thank you. All right. So, I have that. Now, going back to your original question, you wanted to you wanted to see about the packages and the discounts and everything that's the promotion that's going on. Because you are, right here I see that you are a platinum card holder, you're going to be able to get that automatically. Going forward now you having the meeting on the eighth with the risk specialist.

utterance: Three eight.

utterance: Yes.

utterance: via phone phone call. I have that locked in and set for you. So, we're going to make sure that you get the best agent available, and he will give you a call. What's the best time for you?

utterance: I could do it in the the morning time.

utterance: Morning time, OK, what what time exactly?

utterance: do you have anything available for nine a.m.?

utterance: No, we actually have nine fifteen to nine thirty.

utterance: Let's do nine thirty.

utterance: Nine thirty? No problem. I will lock you down for nine thirty tomorrow. Nine thirty a.m.. OK, and you also said that you wanted to meet with the business advisor, correct?

utterance: Financial advisor, yes sir. So, I just started my business and I wanted to kinda get with someone and kinda make a one-year, five-year plan, on the financial side of things. So, I would love to actually do that right after the phone call. For tomorrow if we can.

utterance: Mkay.

utterance: OK, cool.

utterance: OK, I will set that up for you. Let me see what available we available time available times we have for our advisors here. looks like we do have a ten forty-five or eleven o'clock.

utterance: Ten forty-five is perfect.

utterance: Ten forty-five it is, Sir. OK, I will lock you down for ten forty-five. and there we have it. You are set for everything, sir. Is there anything else I can do for you?

utterance: No, sir you've been an a tremendous help and I definitely appreciate everything you do at Enzell Bank.

utterance: Intel Bank. Intellibank.

utterance: Intellibank.

utterance: Yes, sir.

utterance: And looking forward to it. Thank you, sir.

utterance: no problem, and just to let you know, give you a heads up, thank you for choosing us because we choose you. You have a blessed day, sir and make sure you have all your documents and your business ID and everything with you so you can give it to the risk manager and the advisor. Thank you sir, have a blessed day!

utterance: Thank you. You too.


speaker_role: Agent

utterance: Good afternoon, thank you for calling Intellibank. My name is Josh. How can I help you?

speaker_role: Customer

utterance: Hi Josh. I'm a customer here at the bank and I have an account, a business account. And I would like a line of credit.

utterance: Got it. And I'm gonna need to pull up your account first before we can do anything. Can I have your first and last name?

utterance: Yeah my first name is Albert. And my last name is Froman. F R O M A N.

utterance: Thank you Mr. Froman. Can I have your social security number and your PIN number?

utterance: Yeah social security is two three three seven one seven two three four and my PIN is seven eight five two.

utterance: Thank you. All right I got access to your account. Just bare with me right quick while I look everything over.

utterance: I was having problems looking at everything on my account. But I was wondering if if the the the amount of pages that come in the mail correspond to the length of the emails that I get from from the bank. Are they are they similar? Is that similar information that's being sent to me via email that would be sent to me in the mail?

utterance: I actually I'm not in the the department that would be sending you actual physical mail so I'm not sure about that. But what I can tell you is that anything that you may need could be emailed and you wouldn't need to receive anything in the mail unless you just prefer it to be that way.

utterance: Oh yeah. Cuz I'm getting a lot of mail. I have stacks of letters and I'm feeling like it's kinda it's bad for the environment to be you know just just wasting all this paper. And you know I am a very conscious person so that's kinda where that where that was coming from.

utterance: Yes I understand so would you like me to put you on paperless billing?

utterance: Sounds good.

utterance: Fantastic. All right, that is done. So what can I help you with today?

utterance: Well, I wanted that line of credit.

utterance: Right. And what type of credit limit are you looking for today?

utterance: I'm looking for the maximum credit that I can get. I'm thinking probably five hundred thousand.

utterance: Five hundred thousand. All right let me run that for you first first I'm gonna need a little more information from you. can you verify your your address?

utterance: Yeah. Yeah, my address is nineteen Chandler Avenue El Paso Texas five seven zero seven one.

utterance: Got it. And your business name?

utterance: The business is Shooter's Range.

utterance: Shooter's Range. And can I get an email?

utterance: Shooters range at Gmail dot com.

utterance: Got it. Are you the sole owner of Shooter's Range?

utterance: Yes, I am.

utterance: Perfect. The date you were established?

utterance: September first nineteen seventy.

utterance: All right and your gross annual sales?

utterance: My gross annual income or sales is a hundred and twenty-five K.

utterance: One twenty-five thousand. Tax ID number?

utterance: Yes, that is zero seven five five zero zero.

utterance: Zero seven five five zero zero zero got you. All right and what's the street address of that business?

utterance: That is seventeen hundred Mariposa Boulevard El Paso Texas six seven five zero one.

utterance: Right. Got it. And would that also be a good mailing address for you?

utterance: Yeah yeah, that would be fine.

utterance: Perfect. All right and what is the the I'm sorry one second my screen is frozen. .

utterance: Well while I have you

utterance: For for a second just waiting, I was wondering what what the next steps would be to get a real estate loan?

utterance: Oh, absolutely. I can go over that with you right after this is finished. No problem. OK. it looks like you you got that credit limit you were asking for. So congrats on that. I'll be sending an email with everything you need to know inside of that email and moving on to what was it? Your real estate line you you had you said?

utterance: Yes, that's correct it's a real estate loan. But that limit that's on my redemption card, correct?

utterance: yes your rewards card actually.

utterance: Oh right, that's the name.

utterance: Yes and for this real estate loan how much were you looking for that?

utterance: well the property that I am looking to purchase is a hundred thousand.

utterance: OK, one hundred thousand. And what percentage of that would you cover with a down payment?

utterance: Ten percent.

utterance: Ten percent, perfect. And what is the price of your real estate?

utterance: that that's a hundred thousand.

utterance: Oh OK, the price is a hundred thousand. Sometimes people ask for a little more just so they can cover some additional expenses that maybe are unforeseen. But OK got that. And what's the address to where that building is?

utterance: Seventeen oh two Mariposa Boulevard El Paso Texas six seven five zero one.

utterance: Got it. OK, one second sir.

utterance: All right, could you tell me that social OK?

utterance: Yes. That is two three three seven one seven two three four.

utterance: OK seven two four Got it.

utterance: All right. And great news, you've been approved.

utterance: fantastic!

utterance: All right. So I will also be sending another email with everything from this transaction in it as well. And anything you need should be in the email if you have any questions feel free to call us back you could also reply to the email or try our chat in our app and you'll be able to reach someone if you can't find what you need. Is there anything else that I could help you with today?

utterance: No, that's everything. Thank you.

utterance: Well thank you so much Mr. Froman and you just enjoy rest of your night.

utterance: Thanks.


utterance: Thank you for calling Intellibank. This is Camille. How can I help you?

utterance: Hey Camille. How're you doing today?

utterance: I'm doing really well. How about yourself?

utterance: Not bad. Not bad. I I yeah. You know, I I think I might have flipped my lid at this point in life for, you know, might've flipped it earlier in life, but yeah, so. I'm I can't believe I'm doing this. I really can't. like, I'm on the fence about it, and maybe you can't even help me with this situation. So, I have my own business. I'm a customer of Intellibank, and I have, you know, my checking and my savings account. I also have a business credit card with Intellibank, and my my assistant manager of my company, I'm ready to give them a little more responsibility, to take some things off my shoulders. I just wanna. they've been using my business credit card you know, to run errands for me, do some.

utterance: Great.

utterance: Right.

utterance: get some inventory and things we need and stuff like that.

utterance: Mhm.

utterance: but there's sometimes, you know, like if I'm out of town on a business trip or something, or you know, just not available, and I have the card with me.

utterance: Mhm.

utterance: It's just not convenient and.

utterance: Right.

utterance: You know, the business will always need something, lets be honest.

utterance: Right.

utterance: So, I wanted to get him on my account.

utterance: OK.

utterance: And give him his own credit card, but is th~

utterance: Yeah.

utterance: There like a way to just limit the spending, by chance, or?

utterance: Yeah.

utterance: Absolutely. We can totally set this up for you and like get him a new card.

utterance: OK.

utterance: do you have a few moments, and I'll just. OK, great.

utterance: I do, absolutely. Yes

utterance: Please.

utterance: OK. So, what's your first and last name?

utterance: my name is Michael.

utterance: Mhm.

utterance: Miller.

utterance: OK. and, Mr. Miller, what is your date of birth?

utterance: It is March tenth.

utterance: Mhm.

utterance: Nineteen seventy-seven.

utterance: All right. What what what zodiac sign is that? I'm usually good with it, but is that like Aries?

utterance: Yes.

utterance: Oh, OK. All right, sorry. I'm just like I've been into like zodiac signs lately, and I'm sorry. Forgive me.

utterance: No that's

utterance: All right. I'm not a I'm not a big zodiac person.

utterance: It's Might be. Yeah.

utterance: I'm sorry. It might be too personal. What is your date of birth?

utterance: Oh, you just told me your date of birth!

utterance: Yeah.

utterance: Oh my gosh. Mr. Miller, I'm so sorry. It's like it's been a really long week for me. and I apologize. I'm so sorry.

utterance: The whole zodiac thing,

utterance: But it's only Monday.

utterance: I've been like

utterance: Working al~

utterance: I'm kidding. I'm kidding.

utterance: You know what, honestly though, I was working over the weekend. It's like it's like my week never ended, and now it's Monday. You know what I mean. I'm just like over overworked. I'm taking some classes.

utterance: In other words, you should have you should have your own business. If you're putting in that many hours, you should have your own business.

utterance: With Intelliba~.

utterance: No, I mean I've been doing

utterance: Classes with Intellibank, and like, learning new things, and all right. Sorry. Let's get back to business. So, what is your PIN number?

utterance: the PIN is ten seventy-seven.

utterance: OK. And, what's your account number?

utterance: All right, my account number is.

utterance: Mhm.

utterance: Zero.

utterance: Mhm.

utterance: One nine one five six.

utterance: Mhm.

utterance: Three seven two eight.

utterance: OK. And what is the new user's first name?

utterance: It's Thomas.

utterance: OK. And his last name?

utterance: Johnson.

utterance: OK. And do you happen to have his social?

utterance: Actually, I do.

utterance: OK. Great.

utterance: It's one seven nine.

utterance: Mhm.

utterance: One one.

utterance: Mhm.

utterance: Two four six eight.

utterance: OK. And what is the desired limit that you wanna have on his credit card?

utterance: Mm.

utterance: Yes. Think about that carefully. Honestly.

utterance: Yeah. Give me a second to think about that one.

utterance: Yeah. Serious. I get it.

utterance: But I guess it'll. So that would be like an overall spending limit?

utterance: Yeah. Mhm.

utterance: I mean, you can pick one today, and then you can always change it.

utterance: OK. OK.

utterance: Like

utterance: You know what I mean? Like, just whatever you feel comfortable with.

utterance: Honestly I think.

utterance: I think I think a thousand dollars would be actually plenty. because yeah I mean with the with that spending and then paying the monthly balance.

utterance: OK.

utterance: OK.

utterance: OK.

utterance: Mhm.

utterance: Down. Yeah. A a thousand would be plenty.

utterance: Right.

utterance: OK.

utterance: You know, if I, like you said, if I need to up it, maybe to fifteen. You know but.

utterance: Yeah. You can. You can always

utterance: Call back and and an up it.

utterance: OK. Yeah, let's let's just go for a thousand for now.

utterance: OK. Perfect. And then what is the shipping address?

utterance: Oh, it's fifteen oh one.

utterance: Mhm.

utterance: Long Lane.

utterance: OK.

utterance: And that's in Dover, Delaware.

utterance: OK.

utterance: And that's one nine eight one two.

utterance: All right. And what would be the new user PIN number?

utterance: that PIN number would be two nine.

utterance: Mhm.

utterance: Seven six.

utterance: All right, and then just one last question. What is the new user's date of birth?


utterance: Hi. Thank you for calling Intellibank. This is Robin speaking. And how may I assist you today?

utterance: Hey, Robin. I am calling because we were thinking about doing some debt refinancing for our business. Well for my business. I'm sorry. And you know I was trying to look for something with a lower interest rate than what I'm paying on my bills already. and I was thinking maybe about applying for a loan like one of the loans that you need no collateral for.

utterance: All right, ma'am. were you maybe referring to a term loan?

utterance: Yeah. Yeah. Thank you so much Robin. I don't know why I couldn't think of the name of that.

utterance: There's no problem whatsoever, ma'am. And I'd be more than happy to assist you with that application today if you'd like.

utterance: yeah. That sounds great. Thank you.

utterance: Yes ma'am. Now I do need to get some information from you so we can go ahead and get that application filled on out all right?

utterance: OK. what info do you need?

utterance: Let's start off with your name please ma'am.

utterance: OK. my name is Bonnie B O N N I E and my last name is Johnson J O H N S O N.

utterance: Thank you so much Ms. Johnson. And may I have your address please? Your home address.

utterance: sure. My home address is four eight four five Mesa Drive and that is in North Las Vegas Nevada. And the ZIP is three. Oh, I'm sorry. Eight nine zero three two.

utterance: All right ma'am. So I have your home address as four eight four five Mesa M E S A Drive and that's in North Las Vegas Nevada with a ZIP code of eight nine zero three two?

utterance: Yes ma'am. That is correct.

utterance: Thank you so much. And may I have your Social Security number please?

utterance: yeah. My Social is six eight zero seven six seven eight three three.

utterance: Thank you. I have that as six eight zero seven six seven eight three three?

utterance: Yes ma'am.

utterance: Thank you. And may I also have your license number please?

utterance: sure. My license, it's a Nevada license and the number is five nine one five one one two eight four nine.

utterance: Thank you. So I have that as a Nevada driver's license number five nine one five one one two eight four nine?

utterance: Yes ma'am.

utterance: Thank you. And may I have your PIN number please?

utterance: sure. Now is that the PIN number that I use for my other accounts?

utterance: Yes ma'am. It sure would be.

utterance: OK. that PIN number is let's see. Zero one four eight eight three three eight.

utterance: Thank you Ms. Johnson. and may I have your email address please?

utterance: Sure. it is B underscore Johnson twenty-one at Gmail dot com.

utterance: Thank you ma'am. I have B as in boy underscore Johnson twenty-one at Gmail dot com?

utterance: Yes ma'am. That is correct.

utterance: Thank you. And may I have the name of your business please?

utterance: Sure. my business name is Audio Aid.

utterance: Thank you. Now that's Audio like A U D I O and then Aid like A I D?

utterance: Yes ma'am.

utterance: Thank you. And are you the sole owner of this business?

utterance: yes ma'am. I sure am.

utterance: Thank you ma'am. And what date was your business established?

utterance: we established that on October the tenth twenty seventeen.

utterance: All right. Thank you. And what are your gross annual sales?

utterance: we do three point five million a year.

utterance: Thank you ma'am. And may I have your tax identification number please?

utterance: sure. My tax ID number is nine four four six one eight three seven six.

utterance: Thank you ma'am. May I have your business address please?

utterance: Absolutely. my business address is four nine one six Comfort Court and that is in North Las Vegas Nevada eight nine zero three two.

utterance: Thank you ma'am. So that's four nine one six Comfort Court in North Las Vegas Nevada eight nine zero three two?

utterance: yes ma'am.

utterance: Thank you so much. And I do need a mailing address for you. That can either be your personal home address or your business address.

utterance: I prefer to use my business address.

utterance: All right. And that's the four nine one six Comfort Court in North Las Vegas Nevada eight nine zero three two?

utterance: Yes ma'am.

utterance: Thank you. And how much are you looking to borrow?

utterance: two hundred thousand.

utterance: All right. And you said that this would be for debt refinance correct?

utterance: Yes ma'am.

utterance: Thank you. And what would you like the loan term to be?

utterance: Mm probably six years.

utterance: All right. I do have this application all filled out for you Ms. Johnson. Now please make sure and send in your supporting business documentation and we'll get back to you with the result of your application just as soon as possible OK?

utterance: OK Robin. Well thank you so much for your help.

utterance: And thank you so much ma'am. Was there anything else I could assist you with today?

utterance: No ma'am. That'll be all.

utterance: Thank you so much for calling Intellibank and have a wonderful day.


utterance: Good afternoon, thank you so much for calling Intellibank. My name is Marisol. How may I help you today?

utterance: Yes I I wrote the wrong amount on a business check that I wrote and I'm wanting to call and get that check canceled. Oh I was wondering if you can help me out with that

utterance: Right.

utterance: I sure can, not a problem. May I ask your name please?

utterance: My name is Ian Chambers. I A N and my PIN number's one five three two. The check number's five two nine.

utterance: Oh we'll get there. Just one moment Is Chambers spelled C H A M B E R S?

utterance: That's correct.

utterance: OK very good. let me just pull you up in the system here. And if your date of birth?

utterance: Two twenty-three seventy-six.

utterance: OK great. And your four digit PIN that's associated with your account.

utterance: OK my PIN number is one five three two.

utterance: OK very good. Let me just pull your information up here. And it looks like you have an additional security question on your account. What is the name of your childhood pet, your first pet?

utterance: Gundy.

utterance: Gundy. OK.

utterance: G U N D Y.

utterance: Great. OK great, that does open it up for me.

utterance: All right.

utterance: And the reason you said was because the wrong amount was written.

utterance: Yes I wrote the incorrect amount on this check.

utterance: That's OK tha~

utterance: Check number's

utterance: Five nine.

utterance: Yeah

utterance: That's . Let me just get to the next screen. One more time. Five.

utterance: Five two nine.

utterance: Five two nine. OK very good.

utterance: How long do these cancellations take? I mean I wrote this.

utterance: It'll be effective immediately.

utterance: OK.

utterance: Yeah.

utterance: But I wrote this about a week ago and I just noticed the error as we were going over our books today.

utterance: I'll check your account to see if it's cleared yet.

utterance: OK.

utterance: And what is the Do you have the dollar amount for the check? If you don't have it that's okay.

utterance: I don't.

utterance: No problem, I can.

utterance: Don't worry about it at all. I can The the check number's the most important part. OK, and I'm pulling up here your business total checking. OK five two nine I'm searching. And you said you wrote it about a week ago, week and a half?

utterance: Yes. .

utterance: Yes, five hundred and eighty-seven dollars ninety-three cents is what it was written for.

utterance: OK.

utterance: All right, I have gone back a total of fourteen days and that check has not cleared.

utterance: OK, so they haven't they haven't tried to cash it yet. OK. So.

utterance: Right. .

utterance: So you can put a stop payment on it. Not a problem.

utterance: OK.

utterance: And I'll just notify them OK, so.

utterance: All right, let me just go ahead and process this. One moment. All right, so just to verify, check number five two nine in the amount of five hundred eighty-seven dollars and ninety-three cents we are putting a stop payment on it. That will be effective today and I just sent a confirmation to your email address where you will have a confirmation number for this as well.

utterance: OK.

utterance: OK, so that takes care of your check. is there anything else I can help you with today?

utterance: Somebody was mentioning to me about Consumer Price Index as regard to some of the the cell phone charging products that we have. if you knew what that index might be for the USB C cords that

utterance: OK.

utterance: Sure.

utterance: OK great, give me one moment. I'm just gonna look this up here. And always happy to do this for you over the phone but I just wanted to let you know that while everything is available for you online that also now even includes the Consumer Price Indexes.

utterance: Oh OK, so we can we can look this up online?

utterance: Yeah, yeah.

utterance: So I mean I'm gonna do it for your right now, but most people don't realize you can even do this on our website.

utterance: How would I find that? is there a tab for it or?

utterance: You'd go you.

utterance: Yes.

utterance: You'd look under the cab called excuse me. The tab called categories. You'd click on that and you would see a variety of subjects. The and you'd just look for the one Consumer Price Index. You'd click on that and you'll see the different categories that where you'll see pricing.

utterance: OK. So I'm on I'm on the site now. Let me let me look this categories.

utterance: OK.

utterance: All right so while.

utterance: I'm just gonna do this while you're doing that. it looks like right now it's Consumer Price Index is eighteen dollars for the units.

utterance: OK. right that's not bad at all.

utterance: OK?

utterance: Yeah so that. Where that.

utterance: OK I'm I'm seeing it online here. OK. save that as a bookmark, that way I can look that up that up.

utterance: Yeah, and there's.

utterance: Yeah!

utterance: And there there's a variety of products related to electronics too. So you'll be able to search for that if you need that for your business as well.

utterance: OK. Sounds good. Sounds good. All right.

utterance: OK.

utterance: Was there anything else that I could assist you with today?

utterance: no Marisol. That's You've been very helpful.

utterance: My pleasure. Well thank you for being an Intellibank customer and you have a great day.

utterance: Thank you.

utterance: Bye bye.


utterance: Thank you for calling Intellibank. How may I help you?

utterance: Hey how you doing? This is Xavier Price.

utterance: Well hello Mr. Price. What can I do for you today?

utterance: I need to order some checks.

utterance: Fantastic.

utterance: Yes, sir.

utterance: Can I get your date of birth, Mr. Price.

utterance: Yes. It is zero five, nineteen eighty-seven.

utterance: Zero five, nineteen eighty-seven. So May and then what's the date?

utterance: Yes.

utterance: nineteen eighty-seven.

utterance: No the. So May, what day?

utterance: Oh fifth. zero yeah five.

utterance: OK.

utterance: May oh my bad zero five five. nineteen yeah.

utterance: Yeah.

utterance: Got you.

utterance: Fantastic.

utterance: Nineteen eighty-seven.

utterance: Excellent. And can I get your customer PIN and your shipping address on the account?

utterance: Yes. my shipping. My. My PIN is eleven twenty-two eight. And my shipping address is sixty-three hundred Wilshire ninety-five. Sixty-seven.

utterance: ninety-five sixty-seven. Is that the zip code or?

utterance: Yes.

utterance: I think. I think we need one more number there.

utterance: Oh. My bad. let me look at my paper.

utterance: Yeah. Sure.

utterance: Eight.

utterance: Ninety-five six. Can you. Ninety-five, sixty-seven, eight.

utterance: Sixty-seven. Ninety-five, sixty-seven, eight.

utterance: Yeah.

utterance: Got it.

utterance: Yeah I just. Yeah I just relocated so kinda got it all over the place now man. So my bad.

utterance: Got you. Got you.

utterance: Absolutely.

utterance: Too much coffee huh?

utterance: Yeah I'm. I'm with ya. so. So what can I do for you today again?

utterance: I need to order some checks man. Get that going.

utterance: yes.

utterance: Great.

utterance: Yes sir yes sir.

utterance: And how many checks can I get you for your business?

utterance: I only need at least about a good seventy-five.

utterance: Seventy-five checks?

utterance: Yeah.

utterance: Fantastic. And do you want me to send these to one address? Or if you have multiple offices I can send them to multiple?

utterance: no I actually only have this oh nope. You know what now you said that you just made me think about it. I could send the one out there in Glendale, actually.

utterance: That'd be great.

utterance: Excellent. then let me get that address as well. Now you want seventy-five sent to each office?

utterance: Yes.

utterance: OK. And can I get the address. The shipping address for your Glendale office?

utterance: Yes. It is Fire Lane. Fire Lane Road.

utterance: What's. What's the number?

utterance: Seven.

utterance: Sixty-three, seventy-five, four.

utterance: Sixty-three seventy-five four Fire Lane Road?

utterance: Seventy-five four.

utterance: Yes.

utterance: Great. And that's.

utterance: In Glendale.

utterance: Glendale, California? And the ZIP code?

utterance: Yes.

utterance: Eighty-seven ninety-three five.

utterance: Eighty-seven ninety-three five.

utterance: Great.

utterance: Yes, sir.

utterance: So this is sixty seventy-five checks going to each of your offices is that correct?

utterance: Yes.

utterance: Mhm.

utterance: Fantastic.

utterance: The Wilschire one and the Glendale one yes.

utterance: Indeed.

utterance: Great. and is there anything else I can help you with aside from these checks?

utterance: I. It. I wanted to ask you know. I get a lot of people you know they. They love you know my process of you know the checks and how we do things at my company. Some of my other colleagues. colleagues they ask. hey man where are you getting these checks? is there any way maybe I can lend and you know you guyses services to other people? Because man I mean you guys are great. And I love ordering checks so.

utterance: Oh, fantastic. Well we're always happy to take new business referrals. you can direct them to Intellibank dot com where they can peruse all the services that we offer. Is it. What type of business are your friends involved with?

utterance: It just tell everybody.

utterance: Mhm.

utterance: Yeah some of them are in finance, some of them they have a you know maybe like a communications company. Some have you know NFT companies and stuff like that so they just have a large base of employees. And sometimes it works and some have smaller set of employees as well so.

utterance: Uh-huh.

utterance: Fantastic.

utterance: Well we do offer a variety of accounts and loans that they could sign up for so. Yes please do send them to our website and they are free to see all the services that we offer. Now for your checks are. Is there anything I can help you with today?

utterance: And in the future also you are able to order these checks online through the same website or to check your balance or account information.

utterance: Mm.

utterance: Just for your information.

utterance: yeah I mean usually if I don't, you know if I have time but it's just so convenient just to pick up the phone and you know, you guys. Y'all take care of me all the time. Yeah, man, hey even with the checks man it's a little old fashioned but You know, these young guys they're always trying to clown on me but, hey.

utterance: Absolutely. The old fashioned way.

utterance: Yeah. For sure.

utterance: Check never. It it. It. The. The check hits you know? So so it. We're good. We're good over here. But thank you so much man. I greatly appreciate it been a blessing.

utterance: True.

utterance: Great. Well you have a great day.

utterance: Now you too, sir.

utterance: Goodbye.


utterance: Hi. Thank you for calling Intellibank. This is Virginia speaking and how may I assist you today?

utterance: Hey, Virginia. This is Mary. I'm calling from Pantry Pride. I was calling to see if I could check an account balance with you, please.

utterance: I'd be more than happy to assist you with that, ma'am. Let me get some information from you so I can pull up your account. May I have your full name as well as your birthday, please?

utterance: Absolutely. Again, this is Mary. M A R Y. Last name is Haywood. H A Y W O O D and my birthdate is September the ninth nineteen fifty-seven.

utterance: Thank you so much, Ms. Haywood. I have your last name spelled H A Y W O O D and your birthdate is September the ninth nineteen fifty-seven.

utterance: Yes, ma'am. That's correct.

utterance: Thank you so much and may I also have your PIN number, please?

utterance: Yup.

utterance: It is nine three eight seven eight zero one six.

utterance: Thank you. I have your PIN number. It's nine three eight seven eight zero one six And may I have the account number for the account you would like to check the balance for?

utterance: Absolutely. It well actually. I'm sorry. I have two different checking account numbers and also a smart savings. Can I check the account balance for all three?

utterance: Yes, ma'am. I'll be more than happy to assist you with that. Go ahead with the account number for the first checking account you'd like the balance for.

utterance: OK great. that one is seven six two eight six six seven two eight nine.

utterance: Thank you. I have seven six two eight six six six seven two eight nine. I'm showing that balance is a hundred and nineteen thousand two hundred twenty-nine dollars and forty-nine cents.

utterance: OK that's one nineteen two twenty-nine forty-nine?

utterance: Yes, ma'am. That is correct.

utterance: OK great and I'm so sorry. That was the account number ending in seven two eight nine. Correct?

utterance: Yes, ma'am. It sure was.

utterance: OK great. Thank you so much, Virginia. the second account number will be the preferred checking account number seven six eight four three zero three seven nine five.

utterance: OK. I have seven six eight four three zero three seven nine five?

utterance: Yes, ma'am. That's correct.

utterance: Thank you so much.

utterance: Ms. Haywood, I'm showing this balance is thirty-two thousand six hundred seven dollars and fourteen cents.

utterance: OK. That one was thirty-two six thirty-seven fourteen. Correct?

utterance: Yes, ma'am. That is correct.

utterance: OK. Thank you so much and the final one. That will be our smart savings account number four six eight two one two zero eight nine two.

utterance: OK. I have account number four six eight two one two zero eight nine two?

utterance: Yes, ma'am. That's correct.

utterance: Thank you so much, Ms. Haywood.

utterance: And I'm showing this balance as four hundred and sixteen thousand three hundred twenty-one dollars and forty cents.

utterance: All right. That is four hundred sixteen three twenty-one forty?

utterance: Yes, ma'am. That is correct.

utterance: And just as a reminder, you can always use our free online banking at WWW dot Intellibank dot com to pull up all of your balances, your transactions and to be able to transfer money in between any of your account numbers at any time of day, any day of week, needed. there's many many more features with that and I'd be happy to tell you more about that today if you'd like.

utterance: Oh no, ma'am. we actually use that pretty frequently on I'm out of the office today and I don't have my computer accessible to me at the moment. My kid's actually home from school and she's in there playing a video game on it so I just figure I would give you a call.

utterance: That's not a problem whatsoever, Ms. Haywood. I completely understand. I've got three kids myself and they love to steal our computers.

utterance: Yeah, they sure do. Don't they?

utterance: Yes, ma'am. Was there anything else that I can assist you today, Ms. Haywood?

utterance: Nope. You've been very helpful, Virginia. Thank you so much.

utterance: And thank you, Ms. Haywood, for calling Intellibank. You have a wonderful day.


utterance: Hi, this is Jessica Jones at Intellibanking. How can I help you today?

utterance: Hi Jessica. I called yesterday and I dealt with someone, didn't really give me too many answers and so I'm calling again. I need I need to set of an appointment with the financial advisor.

utterance: Of course, I'd be happy to help you with that today. Can I start of by getting your full name and your date of birth?

utterance: Yes, my first name is Blake B L A K E. Last name is Sauce S A U C E. And my date of birth is going to be zero five twenty-nine nineteen four.

utterance: Five twenty-nine nineteen eight four?

utterance: Correct.

utterance: OK great. lemme pull up your account so I can get you in there. Can I start by getting your credit card number, please?

utterance: Yes, it's gonna be four eight eight eight five two one six seven eight, seven three two two three nine.

utterance: OK and just to confirm, that's four eight eight eight five two one six seven eight seven three two two three nine?

utterance: What was the last two?

utterance: Three nine.

utterance: Correct yes.

utterance: OK great. So before we proceed I'm just gonna need to verify some information for the security of your account.

utterance: OK.

utterance: Can I get your PIN number please?

utterance: Yes, it's zero one zero five.

utterance: Zero one zero five.

utterance: Mhm.

utterance: OK and can I also get the last four digits of your social security number?

utterance: Yes, it's going to be seven one six three.

utterance: Seven one six three.

utterance: Correct.

utterance: OK. And you may recall when you set up your account that you answered a few security questions I'm just gonna go ahead and ask you those now.

utterance: OK.

utterance: What sport did you play in high school?

utterance: football.

utterance: Football. OK great. And what is your mother's maiden name?

utterance: Catherine.

utterance: Catherine.

utterance: White.

utterance: OK I'm pulling up your account now just one moment. OK thank you for verifying that information. I'm in your account right now and you said you were calling today to set up an appoint with one our financial advisors?

utterance: Yes I wanted to take a look at a couple of the auto loans but I wanted to look at the my credit score. I wanted to see you know what I had to kinda you know get this thing going. See if I meet the requirements so.

utterance: OK yeah, I can go ahead and schedule you with someone right now. Let me go into our scheduler, just one moment. OK I have it pulled up. Is there a certain day that you were wanting to have this meeting?

utterance: Ideally my off day is tomorrow. So if we could do tomorrow that would be great.

utterance: OK let me check. OK so it looks like we do have a few availablities tomorrow. Is there a specific like time of day you were looking at?

utterance: I'm open in the mornings. do y'all have anything available like maybe around nine a.m.?

utterance: OK one moment lemme check. OK all of our agents are in meetings at nine a.m. but we do have an availability at ten a.m..

utterance: OK lemme see. Give me one second.

utterance: Of course, take your time.

utterance: OK I can't do ten a.m. tomorrow. Do you have anything available after lunch?

utterance: OK one moment let me check. OK we have something available at two. Does that work?

utterance: yes yes, that that works. I I have to take my dog to the vet. I'm sorry. Yeah two is perfect. Do have a do you do you have a dogs?

utterance: I don't, I actually have a cat.

utterance: Oh my gosh why why a cat? I'm sorry.

utterance: That's OK. They're just very low maintenance.

utterance: I got it got it, OK. All right.

utterance: So I have you in the system at two. did you have a specific way that you'd like to be contacted? We can do email, phone call or you can come on in in person.

utterance: We could do phone call.

utterance: OK so I'm setting you up for two with a phone call. And let me see who will be calling you at that time. OK so we have James Rick, he's gonna be available at that time so he'll be giving you a call. it usually comes up under Intellibank when we give you a call so just be on the lookout for that.

utterance: OK.

utterance: And hopefully.

utterance: Sorry James Rick how long had he been with the company? you know the previous call I had it just didn't go too well so.

utterance: Oh I'm sorry to hear about that. Well James Rick is actually one of our most senior advisors so he should be more than capable of helping you with anything that you need.

utterance: Well the the previous guy was a senior advisor so we'll see but I thank you kindly for for your service and helping me.

utterance: Of course well I hope this call goes much better cuz we'd love to keep you happy as one of our returning customers.

utterance: Thank you but you know I've been with company for sixteen years so. All right well I I think that's everything I need Thank you so much, you've been a great help.

utterance: Of course, thank you so much. You have a good day now.

utterance: All right. You too.

utterance: Bye bye.

utterance: Bye.


utterance: Hello, thank you so much for calling Intellibank.

utterance: My name is Loraine and I will be assisting you today on a recorded call for customer satisfaction and your security.

utterance: Who do I have the pleasure of speaking to today?

utterance: Hi Lorraine, my name is Jordan Baker.

utterance: Hi Jordan, how are you doing today?

utterance: I'm doing well.

utterance: Great. Jordan, how can I best assist you today?

utterance: I'd like to order some checks.

utterance: OK. You'd like to order some checks.

utterance: Yes.

utterance: I'd be glad to help you with that. I'm just gonna get a little bit of information from you so I can pull you up on the system. Is that all right?

utterance: Sounds good.

utterance: Great. Jordan, do I spell your name J O R D A N?

utterance: That's correct.

utterance: OK great, and then Baker B A K E R?

utterance: Also correct.

utterance: Great. Alrighty, and you also created a four digit security PIN number. Do you have that available?

utterance: I do. That is four nine five six.

utterance: Four nine five six. OK, one moment.

utterance: OK terrific. Your information is pulling up right now, and can you please just verify your date of birth for me Jordan?

utterance: It is one. January.

utterance: Mhm.

utterance: Seventeenth nineteen seventy-five.

utterance: OK.

utterance: One nine seven five.

utterance: OK great. all right, this is pulling up your information and I do see that you have your business preferred checking with us. I also see you carry our credit card, the silver card as well as you having your smart savings with us. So thank you for your continued patronage and loyalty.

utterance: You're welcome. It's really been helping my business.

utterance: Oh terrific. I'm really glad to hear that.

utterance: Yeah.

utterance: Yeah we've been growing pretty pretty strongly so I'm I'm pretty proud about that.

utterance: That's great. When did you open your business?

utterance: we opened about five years ago.

utterance: Hey, if you. If you've been growing with everything that the world's been going through that is definitely something to celebrate.

utterance: Believe it or not, we. It grew faster last year.

utterance: Oh that's great.

utterance: We

utterance: Weren't expecting that. .

utterance: Do

utterance: You mind if I ask what type of business you're in?

utterance: Oh we are in online kitten sales.

utterance: Oh.

utterance: Yes.

utterance: That's wonderful.

utterance: Yeah.

utterance: So there was this real huge upswing with everyone wanting kittens delivered to their door. So we really well, you really did a good job with that. So.

utterance: Sure.

utterance: Oh.

utterance: Great. Well yeah, everybody wants a companion when they're in isolation.

utterance: Mm yeah.

utterance: Great. All right, we'll pull.

utterance: Sheddings.

utterance: Not included.

utterance: Shedding's not included, but no extra charge.

utterance: No extra.

utterance: Charge.

utterance: OK great. so let me just get a little information here.

utterance: OK.

utterance: About me or about the kittens?

utterance: Can you?

utterance: Well, I think I'll get the kittens later.

utterance: OK.

utterance: But I'll wanna make sure that I'm getting you what you need today.

utterance: Right right.

utterance: All right, so we're gonna have. Can you please verify the address where you'd like the checks sent to?

utterance: Yes, I'd like them sent to nine eight one three Westin House Lane.

utterance: Mhm.

utterance: That's in Long Beach, California.

utterance: Nine zero six zero two.

utterance: OK great.

utterance: All right, and how many checks would you like to order? They come in boxes of two hundred.

utterance: Let's get two boxes.

utterance: Two.

utterance: Boxes, OK.

utterance: And Are people taking checks anymore? Is that a thing?

utterance: S~

utterance: Sure, yeah.

utterance: I mean, we definitely don't see as many of them coming through, but.

utterance: Right.

utterance: Yeah.

utterance: for You know, certain things people definitely want to have have a check and a recording of it. I know I do for a few things still.

utterance: Yeah.

utterance: Few things here and there.

utterance: That makes sense.

utterance: and do you want the checks sent all to the same address or do you need it split and sent to a multiple office?

utterance: no. The one. One address is the same. Nine. Ninety-eight thirteen Westing House. Just send it there.

utterance: OK.

utterance: Great. Great. I'm just initiating this right now.

utterance: We don't keep the kittens there by the way. Just in case you were wondering.

utterance: Oh.

utterance: OK. I I won't look up that address.

utterance: Right there.

utterance: They're somewhere else.

utterance: OK. So just to let you know I am completing the transaction.

utterance: I will Be sending a confirmation to the email we have on file.

utterance: Oh at we love kittens at Gmail dot com.

utterance: Yeah.

utterance: All right, so the confirmation is sent there so you can access that.

utterance: it should take between ten to twenty business days for it to arrive and also I just wanted to let you know, while I'm always happy to assist you over the phone, anything that you do with us on the phone you can also do online or via our mobile app.

utterance: OK.

utterance: All right.

utterance: Well thank you so much, Jordan. Is there anything else that I can assist you with today?

utterance: I don't think I have the app. How do. How do I locate that?

utterance: Oh you can just go to the Google Play Store and download it and then the updates will be. will happen automatically once you have it installed.

utterance: Intellibank app, OK.

utterance: Yeah, there's an Intellibank app that you will find in the Google Play Store.

utterance: All right. Sounds good. I'll look for it.

utterance: All right. Well, thank you so much for being a valued customer, and have a wonderful day.

utterance: Thank you, Lorraine. You too.

utterance: Bye bye.


utterance: Thank you for calling Intellibank. This is Laurie. How may I help you?

utterance: Yes. how are you today? I would need your help to see I keep getting charged a late fee on my Intellbank credit card. I pay it the day I get paid but it never seems to fail I'm sorry, it never seems to fall on the right date. So I just wanna know what are these charges.

utterance: sure ma'am I can help you with that. you're asking about your Intellibank credit card?

utterance: Oh yes. I'm so sorry, yes. Intellibank credit card not Intel.

utterance: may I I just need to get a little bit of information. Okay? All right. so have you considered maybe scheduling your payment, so it is always paid on time?

utterance: Sure. No problem.

utterance: Well. See that's the thing. It seems somehow seems to always fall on a date like one or two days before I get paid. So I was curious is there was a way that we could maybe do that in the system that I get paid every two weeks on a Thursday. My bill usually comes, you know, once a month on like a Tuesday.

utterance: I understand ma'am. So, yes. What what we can do is we can schedule your payment. So like your bill's due on the twentieth and you can schedule it to be paid on the eighteenth. It'll be paid. So we'll just look at your pay period here and figure out the best date. OK? And then we'll schedule it, that way you don't have to worry about missing it. OK?

utterance: Sure.

utterance: Oh, really? Wow. That would be awesome.

utterance: Yes. Absolutely. I can help you with that.

utterance: So let me just get a little bit of information from you. Okay? Give me one second while the system does a quick update here. So, how's your day going?

utterance: Sure not a problem.

utterance: Well, as you can probably hear, my voice is a little scratchy. I kinda woke up not feeling so well. The day is going okay but I do have a little bit of a headache and I just wanna get this taken care of cuz I don't need a bigger headache.

utterance: Oh, I completely understand. All right. Back up and running here. What is your first name please?

utterance: Alexandria Yeah. Sorry. Like I said I haven't been feeling too well. Oh you said my first name. Alexandria Lopez six six eighty-two is my birthday. You know, just in case you need it.

utterance: OK. Got it. Alexandria Lopex. Date of birth six six eighty-two. Thank you for that information by the way. your PIN number please?

utterance: No problem.

utterance: Eight two eight two.

utterance: And your credit card number ma'am?

utterance: OK. actually I just gotta go grab that from my purse. I forgot that you were gonna need it.

utterance: Yeah. No problem.

utterance: All right give me one second. OK. I'm back. so the credit card number that I want to do is six seven four seven three seven six seven four one two one six four four eight.

utterance: That was six seven four seven three seven four one two one six four four eight?

utterance: Yes. I believe so.

utterance: All right. And the payment amount please?

utterance: Sure. can you please put down two hundred dollars for that card?

utterance: Absolutely. Absolutely. And your payment bank account number?

utterance: OK. Give me one second. I just gotta find it on the paper. OK. So the bank account that I wanna make the payment with is four one six eight three nine two eight seven one two one.

utterance: Sure.

utterance: And that was four one six eight three nine two eight seven one two one.

utterance: Yes ma'am.

utterance: And the payment bank routing number.

utterance: Sure. six two one seven five six four seven one.

utterance: Six two one seven five six four seven one?

utterance: yes it is.

utterance: All right. And you said you get paid on every other Tuesday?

utterance: every other Thursday.

utterance: Every other Thursday. All right. So, looking at the calendar here judging off when your payment is due and off your pay schedule. Your best bet would be to schedule this payment for the twentieth of November. Does that sound like a good time for you ma'am?

utterance: Yes. That actually is perfect.

utterance: All right. So I got you all set here. Your payment has been scheduled for two hundred dollars on eleven twenty for card ending in six four four eight. Is there anything else that I can help you with today?

utterance: No. That'll be it. Thank you so much.

utterance: You have a great day. Thank you again for calling Intellibank. Bye bye.

utterance: Bye bye.


utterance: Hello. Thank you for calling Intellibank. My name is Jessica and I will be assisting your call today. How may I help you?

utterance: Well, Jessica from Intellibank, I am calling I'm calling because I need to order some checks for my company.

utterance: All right. You'd like to order some checks.

utterance: Yep.

utterance: Very good. I can definitely assist you with that today and who do I have the pleasure of speaking to?

utterance: My name is Michael Wilson. Date of. Date of birth four twelve nineteen seventy-five.

utterance: Oh, OK. Just one moment I will be needing that, but I just need to get in the right screen. Thank you for providing that Michael and I just entering you in the system and how is your day going today?

utterance: I'm good. My PIN number's nine nine eight five also just in case you need it then.

utterance: OK.

utterance: Great. I do need that first. So nine nine eight five?

utterance: Yeah.

utterance: OK. Very good and now I'm sorry. If you can go ahead again and verify your date of birth.

utterance: OK. My date of birth is four twelve.

utterance: Mhm.

utterance: Nineteen seventy-five.

utterance: OK. Very good.

utterance: Yeah. We ran out of checks and it's yeah it's one of those things you don't really want to run out of.

utterance: Oh, no.

utterance: Sure.

utterance: Gasoline and checks.

utterance: And checks.

utterance: Well, I.

utterance: And.

utterance: Baby food.

utterance: Yeah, definitely not that. well I will. We'll put the order through and I'll go through that with you, but just to let you know you can always go to your nearest branch if you need some temporary checks in the meantime.

utterance: Yeah. We don't have very many Intel banks around here so I really have to go online.

utterance: I know.

utterance: OK.

utterance: To Intel Bank dot com and, and do the stuff, but sometimes it doesn't pull up, so I I just had to call.

utterance: well.

utterance: Sure it's actually Intellibank I N T E L I B A N K. So, that's probably why you weren't getting it pulled up. I will be send.

utterance: For Intel.

utterance: Bank. Yeah. I mean it was.

utterance: It's it.

utterance: It's Intellibank. I N T E L I. So, it sounds like you were missing a letter there. I will be sending you a confirmation of your checks and it'll have our full name in there as well as our website.

utterance: OK.

utterance: OK.

utterance: OK. All right. So, let me then just go ahead and pull up your information and how many checks would you like to order? They come in boxes of two hundred.

utterance: Box of two hundred you know, let's do Let me. Let me ask someone real quick. Hang. Can you hang on one second for me please, Jessica. OK. Thank you. OK. Jessica, you there?

utterance: Sure.

utterance: No problem.

utterance: Mhm. Yes.

utterance: Let's do two, two boxes.

utterance: Two boxes. OK. Very good. .

utterance: I was.

utterance: Thinking two, but, you know, you you You want to ask. Ask around.

utterance: Sure.

utterance: Of course.

utterance: Ask the wife. You know, she's probably gonna be writing most of them so she needs to know.

utterance: Happy wife, happy life..

utterance: Really? It's

utterance: That's.

utterance: The old saying.

utterance: That's the.

utterance: Old saying. So is that a wives tale?

utterance: Yeah.

utterance: Well, as someone who's been married for almost twenty-six years I would say there is probably some truth to that.

utterance: Some validity to that. OK.

utterance: I want to keep my husband happy too, but we just don't have a good rhyme for that so I'll, I'll I'll keep it to happy wife, happy life.

utterance: Mm.

utterance: Happy spouse, happy house.

utterance: There you go. Well there, that was quick. I'll I'll have to tell my husband that. He'll appreciate that.

utterance: Yeah, he'll appreciate.

utterance: That. He'll make a T-shirt.

utterance: Yeah!

utterance: Yeah.

utterance: OK. So.

utterance: Maybe you should make.

utterance: A T-shirt of it.

utterance: Michael, could you verify the address you would like these checks sent to? The shipping address.

utterance: yes. Our office address is one one one three east Broadway.

utterance: OK.

utterance: That's in Long Beach California. Nine zero six zero two.

utterance: OK. Terrific. All right. I am going ahead and processing this. you should receive your checks anywhere from two to three business weeks and the confirmation was the.

utterance: Business.

utterance: Weeks?

utterance: yes.

utterance: If it takes that.

utterance: Long for the checks?

utterance: It does.

utterance: Yeah. For the printing and then to send it out. That's why I was saying if you needed to go to a branch for some temporary ones, you could do that. all right what's.

utterance: Just have to.

utterance: I don't, I don't know where Intel Banks are around here.

utterance: the Intellibank locations you'll be able to find on our website and you'll find that in the link that I just sent to you.

utterance: OK. Oh. OK. You emailed that to me. OK. Great.

utterance: Oh.

utterance: Yeah.

utterance: That just went out now. So, that concludes everything Michael. Is there anything else that I can do for you today?

utterance: no. Jessica, I think you've been a been a great help. I appreciate it.

utterance: Oh, My pleasure. Well, thank you again for being a valued customer and you have a great day.

utterance: You too, Jessica. Thank you.

utterance: Bye bye.


utterance: Thank you for calling Intellibank. This is Soleil. How can I help you?

utterance: Yeah. I'm sorry. What was the name again? Is it Sleigh?

utterance: Oh no it's Soleil.

utterance: Soleil. Oh.

utterance: Yeah. Like Soleil Moon Frye. Punky Brewster.

utterance: I was just gonna say. Oh my God. Punky Brewster.

utterance: Yeah.

utterance: Wow.

utterance: My mom was a huge Punky Brewster fan so I guess instead of naming me Punky she went with Soleil. Which means sun. The sun. Yeah, like you know the sun.

utterance: Oh really?

utterance: Oh. I didn't know that.

utterance: Yeah. Like S S U N.

utterance: Interesting.

utterance: That's interesting.

utterance: Yeah.

utterance: Because you know the scary part is and I hadn't seen it but they actually brought Punky Brewster back on.

utterance: Did they?

utterance: One of the streaming services a couple of years ago.

utterance: Oh like her as an adult ?

utterance: Yeah. I don't know if it's still going or not but.

utterance: Huh.

utterance: Yeah, that's that's pretty crazy. Punky Brewster.

utterance: Do people then in turn call you Punky at all or?

utterance: not really.

utterance: Nah?

utterance: No.

utterance: How about the sun?

utterance: Yeah, they'll call my Sunny.

utterance: Sunny.

utterance: My grandma calls me Sunny.

utterance: That's funny.

utterance: Yeah.

utterance: Well all right. I'm gonna call you Punky. Is that OK? I'm kidding. Kidding. Kidding.

utterance: Hey, I don't care.

utterance: So I was. I was going through. I have a couple of piles of of different bills here. Both of my personal bills and my business bills and trying to get more organized with both.

utterance: Mhm.

utterance: and I have I do have a business and personal account with Intellibank and I have multiple credit cards. I have some business credit cards so I have one through Intellibank and others through some other banks

utterance: Mhm.

utterance: But I was wondering if there's a way I I don't know if you could suggest something to help me maybe get like better organized to keep track of these and you know.

utterance: It's just. It's too much. It's too much paper and I hate you know the paper you know being mailed to me every month.

utterance: Mhm Yeah, I mean I could. Right now we could set up an automatic loan payment. If you wanna do that. Oh I'm sorry the credit card.

utterance: Yeah it's credit.

utterance: It's not a loan. I'm so sorry. You said credit card.

utterance: Yes. Yes.

utterance: Yeah. If you want to set up an automatic credit card payment we could do that right now.

utterance: OK.

utterance: I could walk you through it.

utterance: Yeah. Let's. Let's do that. I mean it.

utterance: OK. Great.

utterance: The way you're making it sound is it's even Punky Brewster could do it.

utterance: All right. So, what is your first and last name?

utterance: My name is Frank.

utterance: Mhm.

utterance: White.

utterance: OK.

utterance: Mr. White what's your date of birth?

utterance: May fifth.

utterance: Mhm.

utterance: Nineteen sixty-five.

utterance: OK.

utterance: Way before Punky Brewster.

utterance: And your PIN number?

utterance: The PIN is five five six five.

utterance: All right. And what is the payment bank account number?

utterance: Hang on one second. Let me get that.

utterance: OK no problem.

utterance: OK. That number is zero.

utterance: Mhm.

utterance: Eight eight six.

utterance: Mhm.

utterance: One one seven.

utterance: Mhm.

utterance: Zero nine.

utterance: OK. And what is the payment routing account number?

utterance: OK. The routing number is OK here it is. It's zero zero one.

utterance: Mhm.

utterance: Six zero seven.

utterance: Mhm.

utterance: Nine six five.

utterance: OK. And what is the payment date?

utterance: the date is the twentieth.

utterance: OK. And what is the credit card number?

utterance: Let me get that for you as well.

utterance: OK.

utterance: All right. That number is four zero.

utterance: Mhm.

utterance: Eight five.

utterance: Mhm.

utterance: Five five.

utterance: Mhm.

utterance: Five five.

utterance: OK.

utterance: Oh one oh one seven zero six zero.

utterance: OK. All right. All right. So, that's all set up and then do you want that just to be every twentieth of every month? Do you wanna do that?

utterance: Oh, we can we can.

utterance: Actually do that?

utterance: Yeah.

utterance: Really?

utterance: You wanna do that?

utterance: Wow. That would be amazing. Yeah.

utterance: Yeah. OK. I can go ahead and set that up for you.

utterance: OK.

utterance: And then what do you think about online banking because even though we just set this up for you, you can set up other payments.

utterance: OK.

utterance: recurring payments you know of anything that you might use to your accounts. You can transfer money. You can check your balances. You could even download our Intellibank app on your phone.

utterance: OK.

utterance: And do that. Is that something you think you might?

utterance: Yeah. I would like that. Yeah.

utterance: All right. What's your email?

utterance: OK. The email is Frank White sixty-five at Gmail dot com.

utterance: OK is that a capital F?

utterance: Yes, it is.

utterance: All right. So, in the email that over to you also you know what before I do that. What's your social so I can throw that in there for you?

utterance: it's one seven nine.

utterance: Mhm.

utterance: One one.

utterance: Mhm.

utterance: Two zero.

utterance: Mhm.

utterance: Seven six.

utterance: OK.

utterance: And. All right. So I sent that over to you. Read through it. They'll ask you to E sign it and then you'll get your welcome email. Welcome to online banking at Intellibank.

utterance: Yay.

utterance: And yeah. There's a lot of great things that come with that. You'll get like our monthly letter that tells you about you know what's going on at different branches around the country.

utterance: OK.

utterance: One's near you. We have a lot of small business owners' seminars. So definitely take advantage of that. And Mr. White is there anything else I can help you with?

utterance: OK.

utterance: That seems like it's everything.

utterance: All right. Thank you so much for being a part of Intellibank.

utterance: Thank you.

utterance: Take care.

utterance: You too.


utterance: Hey this is Terence at Intellibank. How may I help you today?

utterance: Hi Terence. this is Jackie Nesbit. I'm calling to get some information about my loan.

utterance: OK.

utterance: I'm looking to get a loan statement because I've been with you guys for about four years now and it's just like sometimes off and on I don't receive my statement in the mail and it's it's a little disheartening I don't think anyone's stealing my mail so I'm just assuming that my account is falling through the cracks.

utterance: Mhm.

utterance: Oh OK. All right. I can look into that for you can you say your name again?

utterance: It's Jackie Nesbit and that's J A C K I E Nesbit. N E S B I T birthdate February fourth nineteen ninety-one.

utterance: Mhm.

utterance: OK and do you have your account number around?

utterance: my account number?

utterance: Yeah yeah we need your account number.

utterance: OK hold on. Let me go get that.

utterance: All right.

utterance: OK yes. I have my account number so like I I just wanna find out like after I do this I should be getting I should be getting it regularly right?

utterance: Oh yeah. No I can make sure you're getting it regularly yes.

utterance: Because in the past you know when I've tried to get it it it's like I said it hasn't been every month and it's put a little bit of a financial strain on me and my husband because you know we we have so much going on with the five kids that and when we don't get the statement we sometimes forget to pay it and.

utterance: Oh.

utterance: And then we get a notice from you guys saying that we're delinquent and it's like you know you never gave us the notice to begin with that we needed to send it on so it's just been a little bit of a mindfuck.

utterance: OK yeah well I'm sorry to hear about that and and we'll do our best to you know settle it straight.

utterance: Of course I'm I'm sorry to put all this on you. and you wanted the account number?

utterance: Yes yes I do need the account number.

utterance: OK it's three three eight nine seven one to nine.

utterance: Mhm.

utterance: Three three eight nine seven one two nine?

utterance: Mhm.

utterance: OK and for security verification what is the name of your favorite superhero?

utterance: Spiderman.

utterance: Spiderman not Spiderman.

utterance: Oh OK since me and my husband share this account maybe it meant what he put I feel like I feel like he would have said Black Widow?

utterance: Correct Yes he did. He put Black Widow.

utterance: OK of course.

utterance: yeah OK I mean she's my favorite one too so I get it.

utterance: Yeah you you men love the latex.

utterance: you know it's it is it's flattering I'll say that. Oh it's flattering. so anyways you said that you want to get these statements in the mail. Am I correct? OK. Let me look here and have you changed address any time recently?

utterance: Yes.

utterance: Yes.

utterance: No it should be the same address on file. What what do you guys have?

utterance: We have sixteen oh nine Almond Avenue.

utterance: Yup that's it.

utterance: OK so you're in Almond Avenue. Let me just do this. Boom boom. OK yeah so that is there right in the system. It should be going out in the next week. And I'm hoping this problem is completely solved.

utterance: Is there any way that you can log in into the account as like our new account that's being set up so we can be sure that it's you know we're on the same page and that it's actually being sent out this time cuz if you haven't changed anything in the account I'm not you know I'm not confident that I'm gonna all of a sudden be getting the mail regularly.

utterance: Well what it says in here that you guys volunteered to have it just through email so maybe your husband you you know maybe he made it that way and he didn't he forgot to tell you. I'm not sure but.

utterance: Oh.

utterance: OK I'm definitely gonna have to speak to him about that.

utterance: Yeah but but for now this will go out to your address and and you should be getting it regularly.

utterance: OK. Yeah. He's too busy thinking about Black Widow and her Spandex to let me know that he changed our account.

utterance: Yeah well I I don't I don't know the reason but I do know that we have a resolution and is there anything else I can help you with?

utterance: no I I think that's probably it. Let me let me see we got we're getting our loan statement. We're up to date on our payments. no I I think that's it.

utterance: Mhm.

utterance: OK. Well, thank you again for being a wonderful customer at Intellibank. And we hope to continue doing business with you in the future with less of these these issues now.

utterance: OK.

utterance: And and what did you say your name was? I wanna I wanna make sure that if I if I get the survey that I give you a good review. oh OK.

utterance: Oh no it's it's it's fine.

utterance: Sorry. I think we I think we

utterance: I think we disconnected for a second. All right. You have a lovely day.

utterance: All right. Thank you. You too.


utterance: Hi, this is Ramona Perez at Intellibank. How can I help you today?

utterance: hello Ramona, how you doing down there at Intellibank?

utterance: I'm doing well today. How are you?

utterance: Good, good thank you for asking. I just wanted to set up an appointment with an investment specialist.

utterance: OK, great yeah I can do ahead and set that up for you today.

utterance: Uh-huh.

utterance: Can I start by getting your full name and your date of birth?

utterance: Oh, yes this is Hank H A N K Watrs W A T R S. And my date of birth is you know what's crazy? There was a mix up like the first half of my life I had a birth certificate and they decided that it was like actually a little off and they reissued me one. This rarely happens but I had so like my date of birth it's either October ninth nineteen eighty-eight or October tenth nineteen eighty-eight. I was born at midnight and they messed it up. Is it ninth or tenth on your and.

utterance: it looks like it's ninth so that going forward that's the only one that we'll need.

utterance: OK, thank you.

utterance: OK, great Hank so I am gonna go ahead and pull up your account. Can I start by getting the credit card number that you have on file with us?

utterance: Yeah, it's five eight seven two three eight seven one four nine three six two eight four four.

utterance: OK, and just to confirm that was five eight seven two three eight seven one four nine three six two eight four four.

utterance: That's the one.

utterance: OK, great. So before we can proceed any further Hank I do need to go ahead and ask you a few security questions for the safety of your account.

utterance: go right ahead.

utterance: OK, great. So can I start by getting your PIN number please?

utterance: Yeah, it's five four two one.

utterance: Five four two one. OK.

utterance: And when you created your account you did set up two security questions that I'm gonna go ahead and ask you now.

utterance: Sure fire away.

utterance: OK, what is your mothers maiden name?

utterance: Bryant B R Y A N T.

utterance: OK, and what high school did you go to?

utterance: High school I went to was called Millbrooke M I L L B R O OK E.

utterance: OK, thank you for verifying that information for me Hank. I am gonna go ahead and pull up your account give me just one moment please.

utterance: All right.

utterance: wow gonna get ready for ski. Sorry I got went and bought a bunch of ski gear today and gonna hit the mountains this weekend. Do you snow ski at all?

utterance: no I've never been snow skiing actually. I live in New Orleans so unfortunately we don't get any snow here.

utterance: Really?

utterance: There's no snow down there in the bayou?

utterance: No.

utterance: Gosh I guess not. I remember I remember I went on a swamp tour there years ago. I had to change T shirts three times in one day.

utterance: Yeah, it's definitely extremely humid and hot down here.

utterance: Oh

utterance: Oh do they still have that it's rock and bowl. It's like you go bowling and they play Zydeco music.

utterance: Yeah we do. We do have that.

utterance: Boy that was a good time.

utterance: That was a good time rock and bowl. Man I wish they'd bring that to to the mountains.

utterance: Yeah.

utterance: Well maybe one day.

utterance: Yeah.

utterance: OK, Hank I do have your account pulled up in front of me. And you mentioned that you wanted to go ahead and schedule an appointment with one of our investment specialists?

utterance: Yes, please let's line that up.

utterance: OK, great. So let me pull up our scheduler give me just one moment. OK, so did you want to go ahead and come in-person or did you wanna try out our new Zoom meeting feature?

utterance: Oh, let's stick to in-person.

utterance: OK, yeah I can go ahead and assist you with that. Did you have a specific well actually first let me get your ZIP code so I can figure out which branch you're gonna be going into.

utterance: Yeah, please let's do that. Oh, nine zero zero three five.

utterance: Nine zero zero three five. OK, give me one moment.

utterance: Uh-huh.

utterance: OK, so it looks like you're gonna be at our North Mariposa branch. Is that OK?

utterance: That's North yeah, that's fine.

utterance: OK, great and is there a specific day and time that you wanted to have this meeting?

utterance: Hmm best on Tuesdays so Tuesday at any time just let me know.

utterance: Tuesday

utterance: OK, so next Tuesday it looks like we only have one appointment left and that's at two p.m. does that work?

utterance: Yeah, anything's fine.

utterance: OK, so next Tuesday at North Mariposa at two p.m. OK, so I just sent you am email with the details of that appointment just for your records.

utterance: Great.

utterance: Is there anything else that I can help you out with?

utterance: Oh, yeah I did purchase a bond last year through you and I'm trying to get the bond yield on that.

utterance: OK, yeah I can go ahead and help you out with that.

utterance: Can I start by getting your bond type?

utterance: yeah it was a a a one year bond actually expires next year.

utterance: A one year bond. OK, let me see, give me just one second to pull that up. OK, so it looks like that is a point seven five percent yield.

utterance: Mhm.

utterance: Point seven well well inching up but not quite I mean you know guess you gotta be patient. Oh, well. OK, point seven five all right, I got it down. Thank you so much for your help and helping me set up that appointment too.

utterance: OK, great is there anything else that I can help you out with today?

utterance: Think think that'll do for now.

utterance: OK, great you have a good day then and we look forward to serving you in the future.

utterance: You got it.


utterance: Thank you for calling Intellibank. My name is Ashley. How may I help you today?

utterance: Hi Ashley. I'm calling because I need to request a copy of my loan statement please.

utterance: OK. I'll definitely be happy to help you with that. Just give me one moment while I bring up my systems please.

utterance: Great. How's your Friday going so far?

utterance: It's going great! It's the end of the week. got a long weekend. A three day weekend. it's been busy so time's been flying. Weather's beautiful outside. Can't wait to get out. How about yours?

utterance: I am just ready for this clock to hit five so I can run out the door.

utterance: I hear you. I hear you. All right. So I finally got my system up here. Can I go ahead and get your first name please?

utterance: Yes. My name is Nicole. N I C O L E.

utterance: And your last name?

utterance: Gonzalez with a Z.

utterance: Thank you. And your date of birth please?

utterance: Seven one eighty-three.

utterance: Thank you. And your PIN number?

utterance: Five five six seven.

utterance: Perfect. All right. So you said you wanted to get your loan statement. What is the loan account number that you're trying to get information from?

utterance: One four three four one three.

utterance: OK. All right. So I see that loan has a balance of forty-five thousand two hundred and thirty-five dollars. what is your preferred delivery method to get this loan statement?

utterance: I think email will be the best.

utterance: OK. All right. That's no problem. And can you confirm your email address for me please?

utterance: Yes. It's Gonzalez Consulting fifteen at Gmail dot com.

utterance: OK. So Gonzalez Consulting at Gmail dot com? And is this the only email address that you would like it sent to?

utterance: Yes please.

utterance: OK. All right. well I'll get this out to you right away. should go right to your inbox been a few seconds here. is there any other loan balances your need? Or anything else that I can assist you with?

utterance: Can I actually get a paper copy of that as well? mailed to me? I just need to have an official paper copy with me.

utterance: Yeah. Absolutely. can you just verify your mailing address to make sure I have the correct one on the account here?

utterance: Yes. It should be my business address which is two two four four Whisper Lane. Two words. Unit seven. Orlando Florida three two seven eight five.

utterance: Perfect. OK. All right. So that you'll receive the paper copy in five to seven days. Five to seven business days. if you don't get that within the five to seven days just give us a call and we'll check on it and see what's going on. but the email copy you'll get like I said instantaneously. You probably already got in your inbox. And the paper copy we'll send in five to seven days. OK?

utterance: Awesome. And am I able to view my bank statements online?

utterance: Absolutely. Yes. you can actually go online to Intellibank dot com or download the app via the Google Play Store Apple Store. we'll ask you some personal banking information just for verification purposes to create the account. so just make sure you have that available with you. you'll create a user name and password and you'll be able to log in there. on there you can view your balances. You can schedule appointments. you can get your statements and either print them out directly from the website or download a PDF version if you need to do view it that way. and if you download the app on your phone you can create you can choose to do a biometric login where you can login with your fingerprint which is what I do. or your facial recognition that way you don't have to worry about you know like manually entering in everything. You just go boop right on to your to your app. OK?

utterance: OK. That sounds simple enough.

utterance: All right. And is there anything else I can assist you today Ms. Gonzalez?

utterance: Actually yes. I wanted to learn more about your real estate loan.

utterance: OK. Yes. Yes. That is something new that we just started offering this year. And we're actually running a promotion right now that we're sending out to all of our business customers which you quality for. just based on your your clientele type. you still have to go through the you know the approval process as far as like running credit and stuff like that. but we have if if approved you can get one year interest free. and we have our fifteen and thirty year real estate mortgage loans that are available. And if you'd like I can go ahead and send you an email with more information about it.

utterance: Yes please. If you could do that that would be great.

utterance: OK. So I will send it to you want me to send it to the the Gonzalez Consulting fifteen at Gmail?

utterance: Yes please.

utterance: OK. Perfect. All right so I'll get that right out to you. You'll get you should have that right away as well. Is there anything else I could assist you with today?

utterance: one last question.

utterance: Yeah.

utterance: When you well when you check the credit for the loan does that affect by credit score?

utterance: yes. It will do a hard inquiry. but I mean if if you credit score is fine it may affect it by like one or two points. And it'll affect it you know it it'll it'll go back up within like a year or so. It's not like a super hard hit. But it it will go down like a point or two.

utterance: OK. I just wanted to make sure.

utterance: Yep. Absolutely. Is there anything else I can assist you with today?

utterance: No ma'am. Thank you so much for everything.

utterance: You're very welcome. And thank you for calling Intellibank. You enjoy the rest of your day.

utterance: You too.

utterance: Thank you. Bye bye.

utterance: Mm bye bye.


utterance: Hey this is Lenny at Intellibank. How may I help you today?

utterance: Hey how's it going? This is Rick, Rick Carson.

utterance: Hey how you doing Rick?

utterance: I'm doing all right. I'm doing all right.

utterance: OK, now what can I help you with today?

utterance: so reason for my call like I called the other day, and the person I was speaking to just wasn't that helpful. So I was hoping to try again and speak to someone more knowledgeable, hopefully that's you.

utterance: OK. Yeah yeah, I I I can do that. OK, so let's start off and say Well, I I'm gonna need your your date of birth, and your your full name.

utterance: My full name?

utterance: Yeah.

utterance: Rick Carson.

utterance: Rick Carson.

utterance: Right.

utterance: Uh-huh, and your date of birth?

utterance: date of birth is three fourteen eighty-six.

utterance: Mhm.

utterance: OK. Three fourteen eighty-six. And then PIN and your account number?

utterance: Yep.

utterance: My PIN, zero four three two. Account number seven four one, one four two, seven. also my phone number is nine one six, four three three five four zero seven. And my my secret question is is Sequoia Forest.

utterance: Oh I.

utterance: OK.

utterance: My answer to my secret question right? Yeah.

utterance: OK.

utterance: Yeah yeah, that'll, that's all fine and dandy. So what what do I got today? Can you reaffirm what's going on here?

utterance: so essentially, I'm I'm looking for like well so my account, like I need to switch over to auto pay. I just can't keep up with you know I forget. I got a lot of bills that I have to pay and sometimes I don't I don't pay them in time. And. And. And so I'm I'm trying to avoid that by just getting on auto pay going forward.

utterance: OK.

utterance: Uh-huh.

utterance: OK. Yeah.

utterance: Yeah I can do that.

utterance: An~.

utterance: And since I have like a lot a like I have a business. I have a business account with you. I have a business, I have a gold, a business gold card.

utterance: Yep.

utterance: And so I also have I have I have another I have an investment account with you. I have a, a wealth management account and I really would like a, a comprehensive report for my investments.

utterance: Yeah.

utterance: I I can send you that report.

utterance: So can you?

utterance: Get that for me?

utterance: Yeah, yeah. I can send you that report. would you like that through email? Or would you like it through mail? what's the best way for you?

utterance: I we could do email. What what email do you have?

utterance: I have Larry Larry, the true fairy at Gmail.

utterance: That, that's me.

utterance: OK.

utterance: That is me, yep.

utterance: OK. And so, I sent that one over now in regards to would you, your loan balance due. Would you, like to, besides your auto, I know you have your auto paying for your credit card, you wanna set that up. But what about this loan? Would you like to put any money down for your loan?

utterance: Yeah.

utterance: I mean I don't like could you, so my loan balance is due? Could you tell me how much is due?

utterance: Well, right now you're at eight thousand, seven hundred and sixty-five.

utterance: Oh!

utterance: That's eight thousand more than I thought.

utterance: Yeah, but we can do an a an auto payment, a monthly payment with that as well, or if you prefer, we can just do an eCheck right now or do a hard copy by mail. Whatever is.

utterance: I'm actually looking to go I'm actually looking to do the the the mail, mail. Yeah.

utterance: Mail? OK.

utterance: All right. All right, so.

utterance: and then.

utterance: And then also Let's see. Could you actually add one more email? Cuz I'm having trouble with with email.

utterance: Yeah.

utterance: Mhm.

utterance: It's Ricky C at Gmail dot com.

utterance: Ri~.

utterance: Ricky C at Gmail dot com?

utterance: Yeah.

utterance: Yep.

utterance: OK. Yeah I've got that.

utterance: If you just add that, then then I think that'll help.

utterance: OK.

utterance: Yep.

utterance: Well looks like this is I mean did I, did I get everything for you? Is there anything else I can help you with?

utterance: I think that's it.

utterance: OK. Well thank you again for being a valued customer at Intellibank, and we hope to serve you more.

utterance: All right thank you for all your help. Oh. Oh, one more thing, one more thing. who? Who is this? Who am I speaking to?

utterance: Thank you.

utterance: You are speaking to your favorite banker yet.

utterance: Right. All right, all right when I call back I hope we speak again.

utterance: Yes.

utterance: All right.

utterance: Thank you.

utterance: Bye bye.


utterance: Thank you for calling Intellibank. This is Richard. How may I be of service today?

utterance: Hello Richard can you? I just. I'm sorry can you hang on for one second?

utterance: Absolutely.

utterance: Thank you. OK Richard are you there?

utterance: I sure am.

utterance: Great thank you. Hi, my name is Lisa.

utterance: Hi Lisa.

utterance: Hi.

utterance: Hi.

utterance: OK I'm just calling about adding some of my employees onto my account.

utterance: OK fantastic Lisa we can absolutely do that.

utterance: Thank you.

utterance: I just need to pull up your account. So if you wanna go ahead and give me your credit card number.

utterance: Mhm.

utterance: Sure. It's seven two three one one one two four six two.

utterance: Fantastic Lisa thank you.

utterance: Mhm.

utterance: And before we proceed I just need to verify some information for the security of your account.

utterance: Such as?

utterance: Well go ahead and give me your full name there Lisa.

utterance: Oh Lisa MckGee.

utterance: MckGee OK thank you so much.

utterance: Mhm. It's M C K.

utterance: OK Thank you. I can see it on the account. I just needed you to say it.

utterance: Oh.

utterance: Oh OK.

utterance: Yeah.

utterance: And Lisa I just need your date of birth.

utterance: What was that I couldn't hear you?

utterance: Oh I'm so sorry.

utterance: There was an ambulance passing by.

utterance: Sure.

utterance: can you hear me OK now?

utterance: Mhm Yeah. They're gone.

utterance: OK. .

utterance: Lisa I just need your date of birth.

utterance: OK that would be November third nineteen eighty.

utterance: Oh you got a birthday coming up.

utterance: I do yeah. Oh wow it's coming up real quick isn't it?

utterance: Well that's fantastic.

utterance: Yeah.

utterance: Wednesday. Well happy early birthday from everyone here at Intellibank.

utterance: Oh thank you.

utterance: Well Lisa just one more question. It's part of your security account here. The name of your first pet?

utterance: My first. Oh these security questions. You know? Do you have the problem too of forgetting what?

utterance: Occasionally yeah. I always do the town I was born in that always seems to be the easiest one to recall.

utterance: Maybe I'll.

utterance: Switch to that.

utterance: We can We can do that absolutely. Once you get this correct.

utterance: Catfish.

utterance: Yeah that's correct. All right would you like to change it?

utterance: OK. Then the name of the town you were born in?

utterance: Mhm.

utterance: Is?

utterance: And that's what I'd like to change the question to.

utterance: Sure I I f~

utterance: I follow completely. . I I was gonna type it in for you.

utterance: Oh.

utterance: So if you just want to give me the town.

utterance: Santa Monica.

utterance: Santa Monica. OK Lisa. Thanks so much I got your account right here. you are eligible for our Platinum card.

utterance: So if you want some info about that I could email that to you. Or you can go online at Intellibank dot com. And find out all the information there.

utterance: Mm.

utterance: What you can tell me right now?

utterance: Well it's a wonderful card. with plenty of cash back options and. Sure, yeah. You if you use it at Do you use your card at grocery stores? shopping malls gun stores. do you typically use stuff on credit?

utterance: Cashback options?

utterance: Out all the time you know.

utterance: Well then.

utterance: Yeah so you would just get five percent cash back on everything. Every purchase.

utterance: How have I not heard of this until now? Is this a special birthday offer?

utterance: Well.

utterance: No it sure isn't. we always offer it to every customer of Intellibank. So I am going to go ahead and forward you that information.

utterance: Oh how magnificent you are.

utterance: Well, I'm pretty good.

utterance: You are great.

utterance: So you wanted to add somebody to your account is that correct? Multiple people?

utterance: Multiple people.

utterance: Mhm.

utterance: Well let's go ahead and get that started. So do you have the name of the first person?

utterance: Yeah the first person is my business partner. A new business partner.

utterance: OK.

utterance: Mhm.

utterance: And their name?

utterance: His name is Ulso Bill.

utterance: Ulso Bill? OK. The last name?

utterance: Ulso.

utterance: Ulso. Bill Ulso. OK.

utterance: Ulso.

utterance: U L S O.

utterance: OK.

utterance: Mhm.

utterance: And you? The second person.

utterance: The second person is Catherine Silverton.

utterance: Catherine Silverton OK. And they have full access to your account. Is that correct?

utterance: I would like my business partner to have full access.

utterance: OK.

utterance: And I would like Catherine Silverton to have a card that she can use for business related purchases.

utterance: Absolutely. Do you want me to send that to you? And you can hand it to her and deal with that. Or do you have an address to send it?

utterance: You could just send it to my business address.

utterance: OK. And it's still five five four Hollywood Boulevard?

utterance: Mhm.

utterance: OK. Fantastic.

utterance: Mhm.

utterance: We will send it there. OK Lisa. They are now both added to your account. The card will be sent in about three to five business days.

utterance: Three to five?

utterance: Yeah. Is there anything else I can do for today?

utterance: What was the name of the card you said I was qualifying for?

utterance: The Platinum card.

utterance: The Platinum card. And what do I have to do to get that sent to me?

utterance: You are already pre approved.

utterance: So I can just go ahead and send you that account? Generally. Sign you up? Wow look at that. fantastic. So we're gonna sign you up with the Platinum. That card should also be then in the mail three to five.

utterance: Uh-huh.

utterance: Sign me up. Sign me up. Mhm. Yeah.

utterance: Can you use it for my birthday business-related travels?

utterance: You could use it for whatever you desire.

utterance: Ooh.

utterance: Remember it's cashback on everything five percent.

utterance: Oh.

utterance: Well Lisa this has been a pretty productive call.

utterance: It certainly has been for me.

utterance: Anything else I can?

utterance: For you?

utterance: As well just wish me a happy birthday .

utterance: Well,

utterance: Happy birthday, Lisa.

utterance: Oh, thank you so much.

utterance: You sound like a lovely

utterance: Person.

utterance: Thank you.

utterance: Thank you for calling Intellibank.

utterance: Oh you are welcome. Goodbye.

utterance: OK goodbye.


utterance: Thank you for calling Intellibank. This is Jordan, how may I be of service to you today?

utterance: Hi Jordan, I'm calling because I want the FAQ required business documentation, what I need to send in to open up another account or take out a loan.

utterance: OK, well I can definitely help you by getting you that information. are you an existing existing customer with us?

utterance: Yes indeed.

utterance: All right, well then the best way to start this process would be to log in to your account, your existing account. And to do that I am going to need your first and last name as it appears on your Intellibank account.

utterance: That's Adam Kay Mulligan.

utterance: All right, and what is your date of birth?

utterance: July twenty-seventh, nineteen eighty-five.

utterance: And what is your four digit security pin?

utterance: Three six six one.

utterance: And what is your six digit account number?

utterance: Nine nine seven two eight four.

utterance: All right, thank you very much for that. This will just take a moment while the system loads. How's your afternoon treating you?

utterance: Not bad. Not bad, how about you?

utterance: Good, thank you for asking. Sorry, this should just be another moment.

utterance: That's OK, that's OK, got the time.

utterance: All right. OK. So, just so you're aware this information is available twenty-four hours a day, seven days a week on the Intellibank website. It is Also available twenty-four hours a day, seven days a week on the Intellibank app. Which can be downloaded from any of the app stores, depending on if you have an Android or Apple device. So here we go.

utterance: Oh, I apologize, would you mind holding?

utterance: Oh, absolutely, take your time.

utterance: Thank you, one second.

utterance: OK, sorry I had to plug my phone into a charger, don't wanna lose you.

utterance: Not a problem at all, I appreciate that greatly. Nothing more frustrating than when calls drop. OK, so first things first is you would need to confirm a bunch of info that we already have on file for you. starting with your social security number your drivers license number, Your tax ID number. Your email address, both personal and business. Your mailing address, both personal and business. we would need your business's name. Whether or not you are the sole owner of that business, the establishment date for the business. The gross annual sales. And if it is a loan, you're gonna need to provide us with the purpose. And the amount.

utterance: OK.

utterance: couple more things. And these are probably the most important of all because these are documents that need to physically delivered to us, either by mail or by bringing them into a branch. And those would be a copy of your business license two years of personal tax returns, two years of business tax returns, and two years of year end financial statements. is there anything else you need from me today?

utterance: No thank you that's all good.

utterance: Then thank you for calling Intellibank and you have a wonderful rest of your day.

utterance: OK, bye bye.

utterance: Bye.