utterance: Hello and thank you for calling Intellibank. My name is Margarita, how may I assist you today?

utterance: Margarita, I would like to open a business card for my corporation.

utterance: OK, a business credit card?

utterance: Yes, business credit I heard you guys have some good rates. So I just wanted to see if I can apply for that here. Do I need .

utterance: OK.

utterance: I can do it right over

utterance: The phone for you.

utterance: OK.

utterance: OK, and may I ask who I have the pleasure of speaking to tonight?

utterance: Mhm.

utterance: My name is Frank James.

utterance: Okay. How are you tonight tonight, Mr. James?

utterance: I'm doing great.

utterance: Good. Well hopefully I can make your night a little better. Let's see how this goes.

utterance: Hopefully.

utterance: All right so for our corporate credit card, we have our Business Gold Card and our Business Silver Card. Both of them have no annual fees. Both of them attempt to have the lowest interest rate possible for our customer. The Silver Card member can be between ten to fourteen percent and the Gold member be. Is between eight to ten percent. The Gold Card also has the benefits of rewards for your spending.

utterance: Do you have a a card in mind that you'd like to apply for today?

utterance: I would like the gold.

utterance: All right. Let me just get the screen pulled up here. May I get your four digit PIN number so I can access your information?

utterance: Six zero nine three.

utterance: Great. All right and the card will be under your name?

utterance: Yes.

utterance: Okay and what is the name of the business?

utterance: James and James.

utterance: Okay and the business address?

utterance: One one one five East Elm Street Los Angeles, California. Sorry about that.

utterance: It's OK.

utterance: Nine.

utterance: Zero zero zero eight.

utterance: Okay, terrific. And what is your social security number, please?

utterance: Three three four two nine seven nine four eight nine.

utterance: Okay, great. And your driver's license number, please, and the state where it was issued.

utterance: It's a California driver's license. Two one three eight one eight three two three two.

utterance: Thank you. and your PIN number again for this. Cuz it'll be now associated with the credit card.

utterance: Six zero nine three.

utterance: Great. And your email address. The best business email address for you.

utterance: it's Frank at James and James dot com.

utterance: Okay, thank you. And Mr. James, are you the sole owner of this business?

utterance: I am for now, yes.

utterance: Okay. If you if you add any other members, just give us a call and we can update that information for you.

utterance: Okay.

utterance: All right and what was the approximate year that your business was established?

utterance: we were approximately established twenty seventeen.

utterance: Okay.

utterance: Opened our doors in twenty eighteen.

utterance: Okay.

utterance: I don't know which no. Which one you need.

utterance: the whatever the date was for the paperwork that you submitted.

utterance: Twenty seventeen.

utterance: Okay, very good. And what were your gross annual sales for last year?

utterance: One hundred and seventeen thousand.

utterance: Okay, very good.

utterance: Okay and your tax ID number please?

utterance: Two four nine two nine seven nine four eight nine.

utterance: Okay. And if I didn't ask you already, is your mailing address going to be the same as your business address?

utterance: Yes it is.

utterance: Okay, great. All right so I'm going ahead and processing this credit card application for the Gold Card. Give me one moment while I'm putting this through the system.

utterance: Now there's gonna be some other information that I'm probably gonna have to submit later on or that you might ask for for follow-up. How do I get that to you? I don't have a fax machine, so. Do I. Can I email it to you or just walk it in? I mean, how do I. How do I get these documents to you?

utterance: Bear with me one moment while I'm processing this.

utterance: Oh I'm I'm sorry.

utterance: That's okay.

utterance: and while I'm doing that, it that. Are you talking about for the corporate card or is there a different type of loan that you're interested in applying for in the future?

utterance: not necessarily the loan right now but just wanting to make sure I have all the paperwork in for the credit card information.

utterance: Okay.

utterance: Well I wouldn't need any other type of physical documentation for a credit card. However, if you're going to apply for any other type of loan with us, an SBA, a secure loan. You would need your driver's license, your tax ID number, and those can actually be uploaded directly into our system. some types of loans may be asking for tax returns. It just depends on the loan but we do have a portal to do it online. you said you didn't have a fax number.

utterance: Mhm.

utterance: Right.

utterance: and of course it could be walked into the office.

utterance: Okay.

utterance: okay, well I have some good news for you. You have been approved on the spot for the corporate credit card. Congratulations, that doesn't happen all the time. the card will be mailed out to you within seven business days and I have sent you an email confirmation. And that will also have your credit limit listed in there as well.

utterance: Okay.

utterance: Okay.

utterance: Is there anything else I can do for you today, Mr. James?

utterance: No, that's it. You've been a great help.

utterance: Thank you so much and have a great evening.

utterance: Thank you.


speaker_role: Agent

utterance: Hello! And thank you for calling Intellibank. This is Jonathan. How may I help you today?

speaker_role: Customer

utterance: Hi Jonathan my name is Erick I'm just calling to set up some automatic billing between my business and our client.

utterance: All right that won't be a problem at all. just start off here. I am going to need your full first and last name. As it appears on your Intellibank account.

utterance: The first name is Erick. E R I C K. Last name is Thomas. T H O M A S.

utterance: All right. And I'm going to need your date of birth.

utterance: date of birth is gonna be two fifteen ninety.

utterance: All right. and I'm gonna need your account number.

utterance: account number is going to be four nine six six four four.

utterance: And your four digit PIN.

utterance: Four digit PIN is gonna be four nine nine eight two.

utterance: All right. Hold on just a moment while I pull your account up in the system.

utterance: All right thank you. Are you a sports fan?

utterance: oh yeah. Big big curling guy.

utterance: Curling guy interesting. All right. Any any normal sports. Any basketball, football anything like that?

utterance: no.

utterance: So what made you be a curling fan?

utterance: Oh I grew up in Canada.

utterance: there you go. All right.

utterance: Yeah.

utterance: Played.

utterance: No hockey fan for you?

utterance: yo yeah hockey fan as well. But I I thought I was gonna go pro with the curling. I got drafted out of high school and unfortunately got injured.

utterance: your what's What On the curling were you the broom or were you the

utterance: Oh always the broom.

utterance: Always the broom.

utterance: It was actually my broom arm that got injured.

utterance: Oh man! You you had it in the grasp of your hand. Oh man literally.

utterance: All right I have your account pulled up here. so when we are to set this up. I am going to need the name of the person who you are going to be dealing.

utterance: Yes, the name of the person is Gabrielle Adams. it's G A B R I E L L E. Adams. A D A M S.

utterance: All right. And I'm going to need their account number.

utterance: sir Gabriel's account number is going to be six two, nine nine four two.

utterance: All right. And their nine digit routing number?

utterance: that nine digit number, I have here, looks like two two four, nine nine four six two seven.

utterance: All right. And I'm gonna need to get an email address from them so we can send out that billing every month.

utterance: Yes so it looks like it's gonna be the first initial last name for Gabriel. so G Adams seven seven two at Gmail dot com.

utterance: All right. OK give me a moment here while my computer does its thing. Sure we'll have this all set up and taken care of momentarily.

utterance: So was your dream to go to the Olympics or did you just wanna be a pro curler?

utterance: Oh either or whatever got me in the curling spotlight.

utterance: Lot of curling groupies in the spotlight?

utterance: oh yeah. You would be very surprised. All right. Well it looks like this has gone through. And you're all set. Anything else I can help you with today?

utterance: No that was it I appreciated your help today.

utterance: Well thank you for calling Intellibank. Have a wonderful rest of your day.

utterance: All right. Thank you, you as well.

utterance: Thank you very much. Goodbye.


utterance: Thanks for calling Intellibank. This is Jerry. How can I help you?

utterance: How you doing Jerry? I received a from one of my supplier's that

utterance: I need to get some money to them by three o'clock and I'm wondering do you know a way I can get that done?

utterance: absolutely I. Sounds like if you needed to you have a deadline and you need to get those funds there by three p.m. Pacific Time today?

utterance: That's correct.

utterance: Then the option that we could probably offer is a wire transfer where you can wire funds from your account and those wire transfers can arrive same day generally by the time that you mention.

utterance: All right. That sounds good. That sounds real good there. I'll. I'll use my intelligent account.

utterance: Oh absolutely, let me just pull up your account and see exactly what type of account you have and how we can get that handled for you. if I could just ask, what's your first and last name?

utterance: Benjamin Freeman.

utterance: And Mr. Freeman if you would let me know what is the name of the business that you have on file with us?

utterance: Ray's construction company.

utterance: All right and Mr. Freeman we do take account security very seriously here at Intellibank. and of course we do this because we wish to protect you and your business's account. So I'll ask you a few questions in order to verify your account. Is that all right?

utterance: that be just fine. Go ahead.

utterance: And Mr. Freeman if I could ask what is your date of birth?

utterance: oh three twenty-six nineteen nineteen seventy. three twenty-six nineteen seventy. My phone number is seven seven zero two two zero five eight five nine.

utterance: OK well thank you for that. I was gonna ask for the phone number as well and Mr. Freeman if you would let me know what is the account number that you have on file?

utterance: Account number I have on file is.

utterance: Seven nine eight six eight nine one two.

utterance: All right and what is the PIN number on file?

utterance: That PIN number's one seven zero nine.

utterance: OK thank you there Mr. Freeman. I was able to pull up the account and it appears you do have your business smart savings account with us. You mentioned that's the account that you wish to fund the wire transfer?

utterance: Yes. Yes sir.

utterance: OK and Mr. Freeman what is the amount that you wanted to transfer from your smart savings account?

utterance: gonna do five thousand dollars.

utterance: OK you wish to initiate a five thousand dollar wire transfer from your business smart savings account and you mentioned this was to a supplier?

utterance: Yes sir.

utterance: OK and do you know what the routing number is for the bank of your supplier?

utterance: Yeah I got it right here. That routing number's three two eight one seven four two seven eight.

utterance: OK and Mr. Freeman do you know what the account number is for your supplier that you want to have the funds deposited to?

utterance: That'll be six. Hang on. Hang on one moment.

utterance: All right.

utterance: That'll be six one zero four nine one.

utterance: And let's let's be sure. I I need you to read that back to me. that that routing number. I'm gonna give it to you again. It's it's three two eight one seven four two seven eight. Now this is the routing number destination six one zero four nine one.

utterance: OK certainly, I'd be glad to repeat that back to you. The routing number is three two eight one seven four two seven eight.

utterance: Right that's correct.

utterance: And the account number for your supplier that you want to have the funds deposited is six one zero four nine one.

utterance: That is correct.

utterance: OK and Mr. Freeman I am working on that for you on just one moment.

utterance: So

utterance: I did this once before what they do is the fees change from from from from transfer to transfer or do they remain the same?

utterance: A great question for wire transfer Mr. Freeman the fees are fifty dollars per wire transfer. particularly if you want to have it arrive by a deadline and generally that's within that same business day.

utterance: OK.

utterance: OK that sounds good. Sounds very good. Thank you.

utterance: No problem at all and Mr. Freeman how's everything going on your end today?

utterance: another good day. I just. Like I say we just keep rolling with the punches and keep going. Every now and again you can throw one but hey just weave and bob till you can throw one.

utterance: Well that sounds like a good mindset. I think more people should have that kind of mindset of keep on keeping on.

utterance: Oh yeah, you're right.

utterance: And Mr. Freeman we were able to process your wire transfer for ten thousand dollars to the supplier's account information that you provided to me and for five thousand dollars for the account that you provided for your supplier and Mr. Freeman is there anything else I can assist you with?

utterance: Hey that'll be it for right now, appreciate it though. Glad that's out the way.

utterance: Again Mr. Freeman we certainly appreciate you giving us a call and I'm glad that we were able to assist you with your transfer today.

utterance: Thank you very much. Have a good day.

utterance: You as well.

utterance: All right. Bye bye.

utterance: Bye bye.


utterance: Hello. Thank you for calling Intellibank. My name's Natasha, how can I help you today?

utterance: Hello Hello Natasha. I'm calling to obtain the quick liquidity ratio for my company assets. Could you tell me more more how your bank derives that percentage number please?

utterance: Yes Sir I certainly can. the quick liquidity ratio measures our your company's ability to meet a short term obligations, so what our financial personnel does is they calculate by dividing the value of certain company assets by the value of your current liabilities. that percentage will show us exactly how well your company can meet its obligations in the short term. But long term obligations you can actually feasibly calculate as well. That way you can know exactly what you're gonna be into for the coming year.

utterance: All right.

utterance: OK. S~

utterance: Sounds good.

utterance: So you want to get the quick liquidity ratio for your company assets?

utterance: Yes.

utterance: All right I'm gonna need a little bit of information from you sir before I pull up that information, if you don't mind.

utterance: I don't mind.

utterance: All right sir, can I get your first name please?

utterance: Yes, my first name is Gabriel.

utterance: OK, is Gabriel spelt G A B R I E L?

utterance: Yes.

utterance: All right sir, can I have your last name?

utterance: My name is Robinson.

utterance: Is that Robinson R O B I N S O N?

utterance: Yes.

utterance: OK thank you so much sir. And may I have your date of birth please?

utterance: Yes, my date of birth is ten twenty-four ninety seventy-four.

utterance: All right. That was ten twenty-four ninety seventy-four?

utterance: Yes, correct.

utterance: OK sir. Thank you so much. And could I have the PIN for this account as well?

utterance: yes could you hold on please, let me get that.

utterance: I certainly can sir, just take your time.

utterance: OK thank you. OK. I got it. It's four four nine five four nine.

utterance: All right sir, that number was four four nine five four nine?

utterance: Yes.

utterance: OK sir, thank you so much. And what is the time period for the liquidity ratio you wanted to learn about today?

utterance: the past year.

utterance: OK sir. Could you give me just one moment while I look up that account information?

utterance: Yes.

utterance: All right sir, looks like your liquidity ratio for the past year is at five point oh so you're actually in a very good frame of understanding so that you can meet your obligations for this past year.

utterance: OK.

utterance: So is there anything else I can help you with today?

utterance: yes how about could you mail me my statement?

utterance: Yes sir. I can absolutely set that up for you. Just let me verify your mailing address if you don't mind.

utterance: Yes.

utterance: All right just one moment. looks like you have a mailing address on file is four five nine Broadmoor Lane, Seattle, Washington at nine eight one one nine?

utterance: OK. Yes.

utterance: OK sir. I can go ahead and set that up in our account system so I can mail those ratio spreadsheets out for you. You can also go online for your online banking. I don't know if you have that set up. If you do you can go online and actually look at that data in real time. That way when we send out the reports you can actually you know, have an estimate both for long term and short term dividends as well as what's going on right now.

utterance: OK.

utterance: Mm K sir.

utterance: OK now and that if I go online, will that tell me all about it?

utterance: Yes sir if you go online, you can actually go to our main branch bank main branch website, sorry, at Intellibank dot com. It has the right you know, the upper right corner, it has the business checking accounts. And a business savings account. You can actually log into your account or set up online banking if you haven't already. That way you can actually access all your data information for your investments and all the paper work that you would need, that you would normally call in for.

utterance: All right thank you.

utterance: OK sir. we also offer additional information that we can send out in reports. We can also email it to you if you needed that information quickly. So any time you need information from us, we could we're just a phone call away, you can call us any time.

utterance: OK that sounds good.

utterance: All right sir is there anything I can help you with Mr. Robinson?

utterance: I believe that is it.

utterance: All right. Thank you so much for your time and patience sir. Again, my name was Natasha and I hope you enjoy the rest of your day.

utterance: Well I hoped you enjoy your day too.

utterance: Thank you so much sir, bye bye.

utterance: Bye bye.


utterance: Good afternoon. Thank you for calling the Intellibank call centre. My name is Stanley and I am happy to serve you today. What can I help you with?

utterance: Oh hey Stanley this is. This isn't Intellimoney. I thought. That's not.

utterance: IntelliMoney no that I think that's an old service we used to offer. But the actual name of our bank is Intellibank.

utterance: Intellibank.

utterance: Mhm.

utterance: OK all right, yeah that that that that sounds right. Anyway I was just calling about maybe making some some additional Investments today. I was not particularly sure right now to be honest. But I was hoping maybe you can help me with that. Maybe guide me through the process.

utterance: Absolutely. So you would like to invest your money over the phone?

utterance: If that's possible yeah. Absolutely. I think what I can do for you. And this is totally your call. But I could purchase a stock market order. That's really the only direct investment that I can process over the phone. Is that something you'd be interested in?

utterance: Yeah I yeah that that sounds like what I was looking for have some other investments. But, you know, it's mostly mostly funds but some stock. I think would be Would be would be prudent at this point.

utterance: All right.

utterance: Sure we do do stock market orders here And you can also do that, just so you know the future, through our mobile app.

utterance: OK.

utterance: Or online at Intellibank dot com. Have you downloaded the app yet?

utterance: Yeah I mean I did I'm not really sure I used it correctly to be honest but.

utterance: OK. Well just so you know if you're having trouble with the app there's also a chat assistant feature on there.

utterance: OK.

utterance: So they can kind of guide you through any questions. But I do find it very useful myself. Access to many documents you may need. Even if it's just something as simple as filing your taxes or if you are making investments in the future and it gives you access to your account twenty-four hours a day, seven days a week. The same services are available at Intellibank dot com. You just have to set up your username and password and that will work on the app or on the website. And also I want to remind you that app is available for download for free. By iPhone or Android through the App Store.

utterance: OK good to know yet.

utterance: But I only get you started on that. I'm sorry that stock market order. I will need your first and last name.

utterance: Yeah it's Will Robbins.

utterance: Will Robins. Right. And your date of birth and your PIN number?

utterance: date of birth is February ninth.

utterance: Mhm.

utterance: Nineteen eighty-five.

utterance: OK.

utterance: And PIN. crap I'm sorry. How many digits was the PIN? Can you remind me?

utterance: It's

utterance: Four to eight digits.

utterance: OK, I'm sorry can I put you on hold real quick to grab that.

utterance: Sure, I'll be right there for you.

utterance: OK give me one second.

utterance: You got it.

utterance: All right. I'm back. You're still there?

utterance: Yes just waiting on that PIN number if you can .

utterance: Right. You know

utterance: The PIN number I got I got a couple different numbers here. I got six five three three seven nine.

utterance: Mhm.

utterance: And I also got four eight nine two.

utterance: Four eight nine see that looks like the correct one for this account.

utterance: OK I'm wondering. You know I think that second Maybe, yeah OK. Maybe yeah that was the PIN number then. OK the second one I gave you.

utterance: OK, yeah I got that down. I also need your account number.

utterance: OK yeah that on different different note here. OK, the account number is one zero four seven seven nine eight.

utterance: One zero four seven seven nine eight. And lastly I will need to know the symbol of the stock you're looking to purchase today.

utterance: Aww man I thought I. Let me punch that on Google real quick. OK here it is. Yeah I'm sorry. The symbol is A N P.

utterance: AMP is that Ameriprise possibly that have that?

utterance: I believe yeah.

utterance: OK. And how many shares would you like purchase?

utterance: Boy, hope this doesn't cut into into your commission. But I'm just going to go for two today if that's all right.

utterance: Yeah two shares of Ameriprise and that's actually just a total of twenty-seven dollars thirty-five cents. I can process that through for you immediately. And it looks like it went right through. You're now the proud owner of two shares of Ameriprise. And if there's nothing else I can help you with I can let you go this evening and thank you for being an Intellibank customer since two thousand one.

utterance: All righty, thanks a lot.

utterance: All right have a good night.


utterance: Intellibank, this is Tammy, how can I help you?

utterance: Wow! Tammy I I can hear it in your voice already. I'm already blown away. are you from, like, the East Cost?

utterance: Yes I am.

utterance: OK.

utterance: How did you know?

utterance: You know, I'm out I'm out here on the West Coast now and mm mhm I instantly heard. you brought me back home. Back East. Aww You just took me back three thousand miles. How are you doing today?

utterance: It's so nice to talk to a fellow Northerner. I actually am living in Nashville.

utterance: OK.

utterance: So I really try to be mindful of my accent, but I guess it still comes out. I try not to let it out but I guess I'm not doing a great job on that.

utterance: Let let it out, my dear, let it out. Don't be bashful of your roots.

utterance: Where are you from?

utterance: So I'm from the Philadelphia area.

utterance: Oh OK.

utterance: Yeah, so not too far.

utterance: Awesome.

utterance: Just a little scoot up the highway.

utterance: Well I'm from Brooklyn.

utterance: OK.

utterance: New York originally. But I'm living in Nashville now for about fifteen years.

utterance: Wow. That's amazing.

utterance: But I mean I love Nashville. Of course, there's certain things I miss like the food. How's the food in, you said you were in California?

utterance: Yeah, it's nothing like back East.

utterance: Really?

utterance: Yeah.

utterance: OK. I thought maybe California would have.

utterance: Yeah.

utterance: Some good

utterance: We got some good sushi places, some that but.

utterance: No.

utterance: Yeah.

utterance: Yeah, I'm sure the sushi is amazing. I haven't gotten out to California yet I it's definitely, like, a goal of mine one day.

utterance: It's it's nice for a quick visit the and then you get out. I'm trying, I wanna get out.

utterance: Really?

utterance: Yeah.

utterance: Oh boy!

utterance: So but anyway, so I'm a customer of your bank. I have. I have my business accounts through your bank. And I was looking to get information about some treasury bond yields

utterance: Mm.

utterance: OK.

utterance: OK.

utterance: Yeah.

utterance: If you could help me with that.

utterance: I absolutely can help you with that. So what is, let's start off with your first and last name.

utterance: my name is Trey Jones.

utterance: OK and how do you spell that, Trey? Is it T R E Y?

utterance: Yes it is.

utterance: OK, Trey Jones, and what's your date of birth?

utterance: It's oh eight twenty-one eighty-one.

utterance: Mm mhm.

utterance: OK and your PIN number?

utterance: twenty-one eighty-one.

utterance: OK and so you said that you have a treasury bond.

utterance: Yes.

utterance: That you want to check, OK.

utterance: Yes.

utterance: All right, awesome. All right, so when you can just give me that do you have the number, the name of the treasury bond?

utterance: Oh. Hang on, let me.

utterance: Of course.

utterance: Let me see if I can find these.

utterance: Sure, ta~

utterance: Because I know they have all funky goofy names.

utterance: Well yours should start with a G T and then it'll have like a number of the year that the bond is. Like, G T five, G T ten, G T two.

utterance: Mm.

utterance: Goes up to thirty, we have G T thirty. take your time though, I'm here whenever you're ready, if you need to like look through your papers.

utterance: I.

utterance: Yeah, let me, give me a second, see if I can find it. . And I don't think I have that paperwork.

utterance: Don't, don't worry about it.

utterance: Yeah

utterance: All right.

utterance: In front of me.

utterance: Well take your time, take a look, and then let me know. I'm I'm here for you.

utterance: I can't even remember how long. I can't remember if it was a five year, a ten year.

utterance: Mm.

utterance: so there's no way to figure out?

utterance: Mm no, I need the exact year of of the bond so I can tell you the percentage of what.

utterance: OK.

utterance: I mean, are you at home right now? Did you need to like is is it at your home or is it at your business?

utterance: It's, it's.

utterance: At the it's at the office.

utterance: OK.

utterance: You know what we could do if you would like, I could send you a link.

utterance: OK.

utterance: To sign up for I see you don't have online banking.

utterance: No.

utterance: So if you sign up for online banking and then you go to your office and you can you know do it yourself if you don't feel like calling back. I mean, we're always here to help you.

utterance: OK.

utterance: But online banking would help you in a situation like this because you can always look it up yourself.

utterance: OK.

utterance: You don't have to call back, you don't have to wait on hold, you know what I mean, and plus online banking would help you so much with your, like, say if you want to pay bills, if you want to check your balances and then also we have if you if you sign up for online banking, we have this amazing Intellibank business credit card, the platinum card, that if you have online banking with that card, you get five percent cash back. You get all kinds of perks from restaurants, from mobile carriers all kinds of of great things and as a business owner that is so important to you. Cuz I see you don't have any of our business credit cards either.

utterance: Right, yeah so all right, so let's

utterance: So let me send you over the online banking link is very very simple. It's three easy steps.

utterance: OK.

utterance: It will take you through it. It will give you an option, if you want, to order a banking card with this account. You don't have to.

utterance: OK.

utterance: But it's really self-explanatory.

utterance: OK.

utterance: If you do have questions you can always call us back. We're here to help you, but let me send you over that info. What is your email?

utterance: Alright, it's trey jones eighty-one mm mhm at Gmail dot com.

utterance: OK and is the T.

utterance: Capital. Yes.

utterance: Capital? OK.

utterance: Great. All right and is there a way to see, I sent it over. Is there a way for you to check to make sure you got those links?

utterance: yeah, hang on one second.

utterance: OK.

utterance: Give it a little refresh here.

utterance: OK.

utterance: And, boom. Yes I got it.

utterance: OK, perfect. We just, we like to make your life as easy as possible so you don't have to keep calling back.

utterance: OK.

utterance: So, cuz we know you're busy. But is there anything else I can help you with right now?

utterance: No that.

utterance: Seems to be everything.

utterance: OK, great. Thank you so much for calling Intellibank.

utterance: Thank you for all your help.

utterance: You're welcome, bye bye.


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

utterance: Hey Cynthia. How are you doing today?

utterance: I'm doing quite well ma'am. Thank you so much asking. And how about yourself?

utterance: I'm doing great. Thank you. the reason that I'm calling is I need to close our savings account. I'm calling from The Happy Bear.

utterance: All right ma'am. I'd be more than happy to assist you with that today. I do need to get some information from you so I can pull up your account. may I have your full name as well as your birth date please?

utterance: sure. This is Cheryl C H E R Y L. My last name is Spence S P E N C E. And my birth date is August the tenth nineteen seventy.

utterance: Thank you so much, Ms. Spence. I have your last name spelled S P E N C E and your date of birth is August the tenth nineteen seventy. Was that correct?

utterance: Yes ma'am. It sure is.

utterance: Thank you. And may I have your pin number as well please?

utterance: yeah. I'm so sorry. Actually I completely forgot about that. It's in my office. Would you mind holding for just one moment while I run and grab that information?

utterance: That's not a problem whatsoever Miss Spence. Just let me know whenever you're back.

utterance: OK. Thank you. It'll just be one second.

utterance: OK, Cynthia. I'm back. Are you still there?

utterance: Yes ma'am. I sure am Miss Spence. Were you able to locate your pin number?

utterance: Yeah. I sure was. It is eight sixty-five two thirty-seven nine twenty-one.

utterance: Thank you so much Miss Spence. I have eight six five two three seven nine two one.

utterance: Yes ma'am. That is correct.

utterance: Thank you so much. All right. Now may I have the account number of the account that you would like to close today?

utterance: Yeah. It's four six seven one twenty-six zero seven thirty-six.

utterance: Thank you. I have four six seven one two six zero seven three six.

utterance: Yes ma'am. That is correct.

utterance: Thank you so much. And may I ask what the reason is that you would like to close your account today?

utterance: yeah actually. We are well we no longer need that savings account. We're gonna be moving all of those funds into our oh gosh. I can't think of what you call it. We're moving it to a firm. What do you call it? it's like the stock market account.

utterance: All right ma'am. Were you referring to your to a wealth management account?

utterance: Yeah. That's it. Thank you thank you. A wealth management account.

utterance: All right ma'am. Thank you so much for that information. And I am showing that you have a residual balance in the account number ending in zero seven three six of four hundred thirteen thousand eight hundred seventy-six dollars and fifty-four cents. Would you be liking to transfer that over to a new account today?

utterance: yes ma'am.

utterance: All right. That's no issue whatsoever. I'm more than happy to help you with that. Now the account type that you will be depositing this money into that's a wealth management account?

utterance: yes ma'am. Not the stock market account. Yeah. The wealth management. Thank you for correcting me on that.

utterance: That's not a problem whatsoever Miss Pence. Do you have that routing number available?

utterance: I sure do. it's eight fourteen nine forty-three eight sixty-eight.

utterance: Thank you. I have eight one four nine four three eight six eight. Was that correct?

utterance: Yes ma'am. It sure is.

utterance: Thank you. And may I have the account number for the wealth management account you would like the money deposited into please?

utterance: Absolutely. It's five sixteen eight eighty-six sixteen forty-five.

utterance: Thank you Miss Spence. I have five one six eight eight six one six four five.

utterance: Yes ma'am. You've got it right on the head.

utterance: That's great. I'm glad to hear that Miss Spence. And if you wouldn't mind give me just one moment to get this processed for you.

utterance: OK. Yeah yeah sure. No problem.

utterance: All right Miss Spence. I do have that four hundred thirteen thousand eight hundred seventy-six dollars and fifty-four cents transferred into your wealth management account. And that number ends in one six four five. And I do have your account number that ends in zero seven three six closed for you. Was anything else that I could assist you with today?

utterance: No ma'am. That will be all. Thank you so much for your help today Cynthia.

utterance: You're very welcome Miss Spence and you have a wonderful day. Thank you for calling Intellibank.


utterance: Morning, this is Brian at Intellibank. How can I help you today?

utterance: Yes, hi Brian. I calling because I would like to get an investment report sent to me consolidation of all my investments and sort of document if you have that.

utterance: yeah, we have some of that available. Let's see, we'll look at some information first. Can I get a first name?

utterance: Yes, my first name is Tyson.

utterance: Tyson, and your last name please?

utterance: Montana.

utterance: Montana, great name. and your date of birth?

utterance: It's eleven, nineteen, eighty-six.

utterance: OK, can I get your account number?

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

utterance: Right, and I need to two different ways to verify this. PIN number and then you had a question you submitted, and the name of your first pet? So both PIN and name of your first pet?

utterance: PIN and the name of my first pet? So the pin is five two one zero and the name of my first pet was Beef Ravioli.

utterance: Beef Ravioli. Wow. OK, I gotta ask, is that a dog? Cat?

utterance: It's usually a canned item at a store that has the sauce already inside.

utterance: Oh, oh, what the pet? The pet's name?

utterance: Oh, yeah yeah, sorry.

utterance: It was, it was a goldfish. Uh-huh.

utterance: Goldfish?

utterance: All right, got you.

utterance: Yeah.

utterance: OK let's see. So what we can do is we can, there's a couple of delivery methods. We can send you a paper by, you know, snail mail or you can we can send it on email, so paperless. And we can set you up with email so that you're you're sent a quarterly statement or monthly statement on your investment investment report.

utterance: OK I wanna use the email you have on file. I think that's either Pretzel Face at Gmail dot com or pretzel face at AOL dot com. could you tell me which one it is?

utterance: Yeah, let's see Gonna try the the first one, see. All right, that.

utterance: The Gmail one.

utterance: That.

utterance: Doesn't work. Yeah.

utterance: then try the AOL one.

utterance: OK. Now, looks like you set up your account a while back so yeah.

utterance: Yeah.

utterance: All right.

utterance: I was just, you've made me you just made me think about that goldfish, I didn't even realize that was my security question, but the thing is see, I had three goldfish. One was called Beef Ravioli, one was called Lasagne, and one was called Croissant so like two of the fish were Italian, and one was French and people would come over and they're like make the dumbest jokes you know like, where's the ? I'm like it's in the fish tank. See, you're not laughing either, I know. It it was dumb jokes in a dumb time of my life. And anyway, whew man. What's wait, wait, wait, you're gonna, you're gonna email that to me or?

utterance: Yeah.

utterance: Could I also get that sent can I get it both? Can I get it sent by mail and email? OK.

utterance: Yeah.

utterance: Absolutely. We can do it.

utterance: Both ways.

utterance: Yeah.

utterance: Let's do that.

utterance: So with email, you'll get a link directly to where you can download the report. And you'll have to sign in again with all your information. like once you click on that, it'll generate, takes a couple of minutes. so why don't I. I'm gonna I'm gonna generate that now but in the meantime until you get it I'd like to make sure you actually get the email is and so, do you have any questions about our other programs? Like I see you're looking at investment report . We also have investment specialists. If you're interested in that then you can look at your report, go over any ideas, questions you might have any sort of plans you wanna do for future, and they will you know, set up a portfolio. depends on what you're looking for, I just you know, it's something that we're offering now and it's for a limited time that it's free. So if you'd like to take advantage of that let me know and I can sign you up. Or I can just attach it in this the email, I can send you another email that'll give you some more information.

utterance: Is that are those people available by phone, or are they also at the branches, cuz I'd like to just talk to them in person.

utterance: Yeah, they're available at the branches. It's really suggested that you make an appointment I mean you don't wanna wait there, so

utterance: OK.

utterance: That's fine I mean I am interested, it's just something I think that once I look at my investment report I'll call back or email in and set up an appointment in the future.

utterance: Yeah, absolutely, anytime. So is there anything else I can help you with?

utterance: That's it thanks for you help.

utterance: You're very welcome. Take care.

utterance: Bye.

utterance: Bye.


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

utterance: I had to let my accountant go and he was paying all the bills and I've got a credit card with Intellibank and I was curious if there's an easy way to to pay my bills?

utterance: absolutely sir. we can either pay your bills over the phone or you can do it through our online banking portal or we can set that up on automatic payments so that you set it up one time and that amount will be drafted from your account every month or as often as you would like it to be.

utterance: OK that sounds great. I I think I would like to do the automatic payments.

utterance: OK. I can certainly help with that. let me get some information from you real quick to pull up your account. Can I have your name?

utterance: Dan Thomas. T H O M A S.

utterance: Thank you and your date of birth Mr. Thomas?

utterance: May twelfth nineteen sixty.

utterance: Great and your security PIN number please?

utterance: One zero six two.

utterance: All right. Thank you very much and do you have the credit card account number or the credit card number from the card itself?

utterance: hang on a second while I get it.

utterance: No problem. Let me know when you're ready.

utterance: OK I've got it.

utterance: All right sir. Whenever you're ready you can just read me that number off.

utterance: All right the card number is two six six nine four zero seven seven three five six five one zero nine three.

utterance: OK that's two six six nine four zero seven seven three five six five one zero nine three. Is that correct?

utterance: That's correct.

utterance: All right great and how much would you like to be these automatic payments to be set up for?

utterance: two two hundred dollars.

utterance: All right. So we'll set up a two hundred dollar recurring payment towards that credit card and can I have the account number for the account you would like to make that payment from?

utterance: OK this will be from my Total Checking Account and the account number is two zero nine zero two one eight four two zero.

utterance: OK sir and is that your Intellibank Business Total Checking Account?

utterance: That's correct.

utterance: All right great and let me read that number back. Is that two zero nine zero two one eight four two zero?

utterance: That's correct.

utterance: All right sir. Thank you and can I have the routing number for that account?

utterance: Seven seven one three seven three five six three.

utterance: OK that's seven seven one three seven three five six three. Correct?

utterance: That's correct.

utterance: Great and when would you like that payment to take effect?

utterance: On the minimum due date.

utterance: On the due date of the bill?

utterance: Yes.

utterance: OK I can certainly set that up. It looks like the due date on this bill is the twenty-sixth of every month.

utterance: OK.

utterance: All right. So I will get that payment set up and processed. If you'll give me just one moment.

utterance: How's the weather been doing where you're at?

utterance: Yeah it's been a little chilly the last couple of days but I think we're due for some sun over the weekend.

utterance: That sounds great. It's supposed to be raining here tomorrow.

utterance: well that's no fun. Hopefully it'll dry up by Friday.

utterance: Yeah.

utterance: All right Mr. Thomas. I have got that finalized and you will see that payment on your account on the twenty-sixth of every month.

utterance: All right. That's fantastic. can you tell me what other services that you offer?

utterance: Absolutely sir. We have a variety of loans that we offer. we have term loans, secured loans, real estate loans, and we also have SBA seven A, and SBA five oh four loans. We have our Intellibank Wealth Management Investment Accounts, the Intellibank Smart Savings Account, both of our Intellibank Checking Accounts of which you are a member already, and we have three tiers of Intellibank Business Credit Cards.

utterance: All right. I appreciate it.

utterance: All right sir. Is there anything else I can assist you with today?

utterance: I don't think so.

utterance: OK well thank you for choosing Intellibank and you have a fantastic evening.

utterance: All right. Thank you.

utterance: Thank you. Goodbye.

utterance: Bye bye.


utterance: Hello thank you for calling Intellibank. My name is Natasha how can I help you today?

utterance: Yes I'm about to apply for a new business loan. And I would like to check my credit report to make sure everything is up to date. want it please.

utterance: Yes sir I can certainly help you with that we actually send out a free report every three months for all of our clients so I can certainly have that sent out to you sir.

utterance: All right.

utterance: All right I'll have to get a little bit of information from you so I can make sure I'm sending it to the right address all right?

utterance: OK.

utterance: OK sir can I get your first name please?

utterance: First name is Gabriel.

utterance: All right Gabriel and can have your last name as well?

utterance: Robinson.

utterance: So I have Gabriel Robinson here.

utterance: Yes.

utterance: Ok can I have your date of birth sir?

utterance: Yes ten twenty-four one nine seven four.

utterance: All right you said ten twenty-four nineteen seventy-four?

utterance: Yes.

utterance: Right thank you so much Mr. Robinson. Could I have your pin for this account as well?

utterance: yes I have two pins to that account, my old one and my new one my old one is three three seven four four eight nine eight and my new one is four four nine five four nine.

utterance: All right sir it looks like that account pin has been updated to the four four nine five four nine for your future reference.

utterance: OK.

utterance: OK sir and you said that you want your current credit report sent out. Would you like that via email or mail?

utterance: I'd get it by mail please?

utterance: OK sir I would need to verify your address so that I can make sure I'm sending it to the right location. OK we have on file here your address as four four one six Ocean View Drive in Seattle Washington nine eight one one eight.

utterance: OK.

utterance: Yes that's correct.

utterance: All right sir give me just one moment while I set up this information and have this report sent out to you.

utterance: OK thank you. How you doing today so far?

utterance: I'm doing pretty well sir and how was day been going?

utterance: a bit better.

utterance: Oh I hate to hear that sir. Is there anything I can help with that'll make your day go better?

utterance: my credit card everything is OK.

utterance: All right sir hopefully that a report will get to you very soon and then you'll be able to have a better day.

utterance: hopefully.

utterance: OK. Is there anything else I can help you with sir, is there any other report you need? Or would you like to send to different addresses like you have on file here. You sending it to your home address would you like it sent to your business address as well?

utterance: yes you can do that.

utterance: OK sir I'll need to verify your business address as well then sir, give me just one moment.

utterance: All right.

utterance: All right sir we have your business address down as four five nine Broadmoor Lane in Seattle Washington.

utterance: Yes.

utterance: All right and that ZIP code is nine eight one one nine as well?

utterance: Yes.

utterance: OK sir give me just one more while I put that in we'll send that report out to both of these addresses for you. OK. All right sir well I've this into our system so that you can go ahead and get these reports as soon as possible, easily takes between two and four business days you'll have these reports out. Since both locations are located close to each other so it should be sent out around the same time for you sir.

utterance: OK sounds good.

utterance: Sounds great.

utterance: All right Mr. Robinson is there anything else I can help you with today?

utterance: no that's it right there.

utterance: All right sir thank you so much for your time and patience, again my name is Natasha I hope you enjoy the rest of your day.

utterance: Thank you.

utterance: Thank you as well sir, bye bye.


utterance: Thank you for calling Intellibank business. This is Steven, how may I assist you?

utterance: I need to update my address no no I mean I need to update my phone number.

utterance: All right. I can certainly help with that. May I have your name please?

utterance: Dan Thomas. T H O M A S. And my date of birth is May twelfth nineteen sixty.

utterance: Thank you and can I have your authentication PIN number please?

utterance: One zero six two.

utterance: Thank you. I have pulled up your account and verified your information. And so you were just needing to update the phone number for your account. Is that correct?

utterance: Yes that's correct I have switched phone providers and I got a new phone. So I got a new phone number so I need to update it.

utterance: All right. Not a problem. And what is the new phone number sir?

utterance: The new phone number is six six one two two one three zero five five.

utterance: All right. That's six six one two two one three zero five five?

utterance: That's correct.

utterance: All right sir. I have got that updated for you. And would you be interested in setting up online banking today? So that you can update your contact information as well as manage your accounts. Online or through our mobile app at your convenience.

utterance: That sounds great.

utterance: Awesome. I can definitely help you get that set up. Can you please verify your email address that you would like your online communications to be sent to?

utterance: D Thomas at A B C dot com.

utterance: Thank you.

utterance: And then I have got a username and a randomly generated temporary password for you. Whenever you are ready you can write these down for your records.

utterance: And just one second while I grab something to write with.

utterance: No problem sir please take your time.

utterance: OK I'm ready.

utterance: All right sir your username is D Thomas zero three.

utterance: OK.

utterance: And your temporary password is capital V capital C two eight capital Q four.

utterance: OK I got it.

utterance: can you tell me how to set it up?

utterance: Absolutely.

utterance: So all you'll need to do now is go to the Intellibank dot com webpage. Click in the top right corner where you see the login button. Enter those credentials that I have provided you and it will then prompt you to create your own unique password for the account. And it will then guide you through the rest of the setup process.

utterance: OK that doesn't sound too bad.

utterance: No sir, it is quite simple.

utterance: can you tell me what type of loans that you offer?

utterance: I certainly can. We offer term loans, secured loans, real estate loans, and then we also offer SBA seven A and SBA five oh four loans.

utterance: OK those are small business administration loans. Is that correct?

utterance: That is correct sir.

utterance: All right thank you.

utterance: No problem.

utterance: How's your day been going?

utterance: My day is going quite well. I am actually almost off of work.

utterance: That's great.

utterance: It absolutely is sir.

utterance: Is there anything else that I can assist you with this evening?

utterance: I don't believe so.

utterance: All right well if you wouldn't mind hanging on for just a moment. There is going to be a short survey where you can let us know how we did and how we can better assist you in the future.

utterance: OK I do appreciate it.

utterance: Thank you sir and I thank you for being a loyal customer here at Intellibank.

utterance: All right. Thank you.

utterance: Thank you and have a great day.

utterance: You too.

utterance: Goodbye.


utterance: Hello. Thank you for calling Intellabank. This is Renee. How may I help you?

utterance: Oh, hi Renee. I called a little while ago asking for my quick liquidity ratio. And I forgot to ask a couple other questions.

utterance: Oh! I'd be happy to help you with that. may I have you name, first and last, please?

utterance: Sure. It's Mary Williams.

utterance: Oh, hi Mary. It's so nice to talk to you again.

utterance: Was was I speaking with you the first time?

utterance: Yes! You were actually. So, Yeah. OK so, I need to get some personal information from you, so I can look up your information. what is your date of birth?

utterance: Oh, great.

utterance: All right well that should work out well.

utterance: It's two twenty-six sixty-six.

utterance: OK. And what is your account number?

utterance: My account number is one three four one one zero zero eight.

utterance: OK. And what is the PIN on that account?

utterance: It is five two five two and my mother's maiden name is Jones.

utterance: Oh, OK. All right, good good. Well it's good to have that information as well. can I ask what time period are you looking for?

utterance: Yeah. I was looking for the last thirty days. Would you be able to help me with that?

utterance: Sure, sure. Give me a moment. .

utterance: Oh would

utterance: You be able would I be able to see that online too?

utterance: Oh, yes! Absolutely. I can tell you about online banking if you'd like.

utterance: OK. Can I get the can I get that time period first and then maybe we can go back to online?

utterance: OK, all right. And what is the time period?

utterance: from August first through August thirty-first.

utterance: OK. For the month of August. I can do that. Let me see. oh, it's a nice round number. You you earned eighty-five hundred dollars exactly, during that time period.

utterance: OK.

utterance: And that and that's my net income, correct?

utterance: That's your net income. Correct.

utterance: OK, great. Oh my gosh, you know what. It's it's I know it's not August right now, but we're in that Fall time and I just love when the leaves change color. Do you live somewhere where you get to see the leaves change color?

utterance: No. Unfortunately, I live in Florida and the and the leaves don't really change here. We have these rainbow trees that that turn into bright colors. But that's about it. For the most part, it is pretty much green the whole year round.

utterance: Oh, so does that mean you've never seen snow before?

utterance: actually, I went on a skiing vacation once with my parents when we were kids. So, I was able to see snow at that time.

utterance: Oh, that's kinda it's all pretty until you have to drive in it.

utterance: Yeah yeah. Fortunately, I don't have to do that here in Florida.

utterance: But anyway.

utterance: OK. .

utterance: So,

utterance: I have a question about the online banking.

utterance: OK, what would you like to know?

utterance: If I so, if I get signed up today. Which I'm working on today or tomorrow. Will will the information I see be from that day forward, or will I be able to see information from the past?

utterance: Oh, you can look up information from the past as well as into the future. it's very convenient. would, would you like to learn about online banking to check your income more conveniently?

utterance: Sure.

utterance: OK. Well, I think I mentioned in the in the last call that you need to go to our website, Intellabank dot com. And you click on there's a big green box that says online banking start here. that's the place where you'll always start to go get to online banking. it's it gets works for getting it set up as well as using it on a daily basis whenever you'd like to to see it.

utterance: Oh, that sounds

utterance: Great.

utterance: Yeah. It is really convenient. A lot of our customers are are very happy with having that service. you can actually make transfers between your accounts. you can look up your your net income. You can look up your gross income. you can look at your loan statuses. There's lot of things that you could do online with our online banking.

utterance: Can I get statements online?

utterance: Yes, you can. Yes, you can. They have statements going back for two years that you can get online. earlier than that you have to call somebody, and we can mail one out to you. But, we have for on a rolling basis. Every two years, you can see you can see back going two years at any point in time.

utterance: Oh, well that sounds great.

utterance: Yeah, yeah. It really is. is there anything else I could help you with today, Mary?

utterance: no, I think that's it. But, you said eighty-five hundred, right?

utterance: That's correct. It was eighty-five hundred exactly that month.

utterance: Oh,

utterance: Well good. Now, maybe I can go buy some fun stuff with that money.

utterance: Oh, great! Great. All right. Well, I'm really happy to hear that that you're pleased with your net income today. And have you been happy with the service I've given you?

utterance: yes. You've done great. I really appreciate all your help and all the information you've given me.

utterance: OK, all right. Well thank you very much. And is there anything else?

utterance: Nope. Have have a good day.

utterance: OK, you too.

utterance: All right.

utterance: Thank you. Bye bye.

utterance: All right.

utterance: Bye bye.


utterance: Hello and thank you for calling Intellibank. My name is Cassandra. How can I help you today?

utterance: Hello. I have been wanting to get some shopping done before Christmas but needed to get this business taken care of. I would like to make a wire transfer from a. An Intellibank business checking account please.

utterance: OK sir. So you wanna make a wire transfer from your Intellibank business checking account?

utterance: Yes.

utterance: All right sir I can certainly help you with that. I'll need to get a little bit of information from you so that I can go ahead and process that wire transfer.

utterance: All right.

utterance: Ok sir. Can I have your first name please?

utterance: Yes. My first name is William.

utterance: And your last name sir?

utterance: Grayson.

utterance: All right Mr. Grayson. Can I have your date of birth please?

utterance: yes. My date.

utterance: Of birth is is five twelve, nineteen seventy-four.

utterance: All right sir and could you give me the PIN associated with that account?

utterance: yes the PIN is. Five five two three.

utterance: All right. Five five two three. And what is the account you would like to make your withdrawal from?

utterance: I would like to make it from my. Check. I would. you want the number?

utterance: Yes sir.

utterance: OK. I'm sorry about that. asking for a bank. it's six one zero four four four five. One zero one zero.

utterance: Ok that was six one zero four four four five one zero one zero?

utterance: Yes.

utterance: Ok thank you sir. And what is the amount you need to transfer today?

utterance: I wanna transfer. I wanna transfer fifteen.

utterance: Fifteen thousand?

utterance: Fifteen. Yes.

utterance: Yes ma'am.

utterance: OK sir. And what is that transfer type? Is that domestic or international?

utterance: domestic.

utterance: All right sir. And what is the deposit routing number please?

utterance: The deposit the deposit routing number is four three eight. Five eight one. Two two seven.

utterance: OK so you said four three eight five eight one two two seven?

utterance: Yes.

utterance: OK sir. And could you give me the deposit account now?

utterance: The deposit account is four one nine five five six. Three zero four three three one.

utterance: Ok sir that was four one nine five five six three oh four three three one?

utterance: Yes.

utterance: All right sir would you like this to be same day, next day, or three day?

utterance: same day.

utterance: All right. Same day is going to be a charge of thirty dollars sir.

utterance: Ok.

utterance: All right. So I'll. Go ahead and make that transfer for you. Your account will be debited fifteen dollars. I mean fifteen. Thousand dollars.

utterance: Yes OK. All right. And you'll have a fee of thirty dollars as well pulled from that account within the next four Within the next twenty-four hours sir. All right?

utterance: OK.

utterance: OK give me a moment while I go ahead and process that transfer for you.

utterance: All right.

utterance: OK sir. I've gone ahead and processed that transfer in our system. It should take within twenty-four hours. You can always contact us contacts us here to check on that transfer or go online to our online banking. And that way you can actually pull up that information.

utterance: Ok.

utterance: All right sir. Is there anything else I can help you with?

utterance: yes I would also like to go ahead and apply. For a secure loan if you don't mind.

utterance: Oh sir. Certainty I can go ahead and process your loan request. I also need to get some information from you so that I can go ahead and process it though our system too.

utterance: Ok.

utterance: Ok sir. could you go ahead and repeat your first and last name please?

utterance: yes. My name is William Grayson.

utterance: All right Mr. Grayson. And what's your street address?

utterance: My street address is thirty-five seventy-eight Clinton Street.

utterance: OK, and city, state, and ZIP code please.

utterance: The city is Little Rock.

utterance: Arkansas. ZIP code seven two two one one.

utterance: All right sir. And could you give me your social security number next?

utterance: Yes. My social security number is four three two. Eight six. Three nine six nine.

utterance: All right sir. Thank you so much for that. And what is your driver's license number?

utterance: My driver's license number is four eight two two one nine one nine four.

utterance: And the state?

utterance: The state. Sorry. The state is Arkansas.

utterance: All right sir. For authentication purposes could you give me the PIN associated with your account with us?

utterance: yes the pin is five five two three.

utterance: Ok sir. Thank you so much for that. And do you have an email address you'd like to list?

utterance: yes I do. the email address is Grayson A S. Twenty ten. At Gmail dot com.

utterance: All right sir. Thank you for that. And what is the business name?

utterance: Shuck's Auto Supply.

utterance: OK you said Shuck's Auto Supply correct?

utterance: Correct.

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

utterance: yes ma'am I am.

utterance: OK and what was the date it was created?

utterance: nine five of two thousand ten.

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

utterance: Two hundred twenty-five thousand.

utterance: Thank you so much sir. And could I get your tax ID please?

utterance: yes tax ID is. Five six five four three. Four six six oh.

utterance: All right that was five six five four three four six six zero?

utterance: Yes.

utterance: Ok sir and could you list you business address please?

utterance: Yes. Five fifty-one. Lincoln Drive.

utterance: And what city?

utterance: Little Rock.

utterance: And the state?

utterance: Arkansas.

utterance: And the ZIP code please?

utterance: Seven two two one one.

utterance: All right sir. Thank you for that. And how would you like your mail sent out to you? To your home or business?

utterance: home please.

utterance: OK. And your home is the thirty-five seventy-eight Clinton Street. Little Rock Arkansas seven two two eleven address?

utterance: Yes.

utterance: OK sir. Thank you for that. And what loan amount are you applying for today?

utterance: twenty-five thousand please.

utterance: All.

utterance: Right sir. I'll take note of that. And what are you needing this loan for?

utterance: equipment purchase.

utterance: OK sir. And what what loan term are you applying for?

utterance: can I get a five year?

utterance: Oh yes, sir. I'll go ahead and put that into the system right quick. OK sir. I've gone ahead and processed that loan request through our system. It'll take a few days before we actually reach a decision. Before we can reach a decision you need to send us in some supporting business documentation. We'll send you an email about the list of documents that you're going to need to process this loan as well as a notification verifying this loan application today. OK sir?

utterance: Ok.

utterance: All right sir. And you can also send that in via fax and. reply through that email or if you have our online banking app you can go online and upload those documents for us sir.

utterance: All right.

utterance: OK, and we'll get back to you as soon as we get the results for your application, sir.

utterance: OK.

utterance: Sounds great.

utterance: All right. Is there anything else I can help you with Mr. Grayson?

utterance: no that's about it.

utterance: Ok thank you so much sir and enjoy the rest of your day.

utterance: Thank you.

utterance: Thank you. Bye bye.

utterance: Bye bye.


utterance: Good morning. Thank you for calling Intellibank. My name is Vernan. Who do I have the pleasure of assisting today?

utterance: Hi Vernan. I'm Joe.

utterance: Hi Joe. How are you today?

utterance: I'm doing splendid. How are you?

utterance: I'm also doing splendid. Just finishing off my coffee.

utterance: OK.

utterance: So what can I do for you today?

utterance: Well, I was looking to have get a loan for the bank.

utterance: All right that's something I can definitely help you with. Just gonna need to ask Could I get our last name?

utterance: O'Brien.

utterance: O'Brien. Got it. And your social security number.

utterance: it's two eight zero three six eight eight four four.

utterance: Got it. And can I get that pin to unlock your account?

utterance: four four three two.

utterance: Four four three two. Thank you for that. All right just looking everything over. Bear with me here. All right everything's looking great Mr. O'Brien.

utterance: Oh good.

utterance: I do wanna thank you for your excellent status as a customer.

utterance: Well, thank you for thanking me.

utterance: Well thank you. All right so what type of loan are we looking at today?

utterance: well we're gonna look at a secured loan with collateral on my house. which is valued at three hundred dollars. I was looking to take a loan for fifty grand.

utterance: OK. Yes, that's definitely something I can run for you today. Just bear with me here. System's going a little slow. I'm trying to load your page. One second please. All right. I'm sorry. I apologize. This is gonna be a little redundant. I'm gonna have to ask you for some information that you've already provided.

utterance: Yeah.

utterance: Of course.

utterance: OK. Can I have your social again?

utterance: Two eight zero five five three six six.

utterance: All right. And your address?

utterance: it is six zero three South Cochron Avenue. Los Angeles California nine zero zero three six.

utterance: Got it. And could you spell Cochron for me?

utterance: C O C H R O N

utterance: Got it. Could I also get your driver's license number and the state it was issued in?

utterance: California and it's five five two eight four six seven.

utterance: Five five two eight four six seven. All right. And a good email for you.

utterance: Tinkerbelle at Hotmail dot com.

utterance: Tinkerbelle at Hotmail dot com. Got that. And what's your business name?

utterance: Tinkerbelle's Costumes and Supplies.

utterance: Tinkerbelle's Costumes and supplies.

utterance: We've been around.

utterance: Since two thousand.

utterance: Since two thousand. Perfect. And are you a joint owner or the sole owner?

utterance: I am the sole owner.

utterance: Sole owner. Got it. And what would you say your gross annual sales are?

utterance: abut a hundred grand.

utterance: About a hundred thousand. Perfect. Can I get that tax ID number?

utterance: forty-two five six one two B.

utterance: Perfect. And where is this business located?

utterance: California.

utterance: Can I get the street address?

utterance: it's the same as the home addresses.

utterance: All right is that also a good mailing address for you?

utterance: that's correct, yeah.

utterance: OK. And what is the purpose of this loan today?

utterance: Oh just to get a loan done for warehouse. bigger warehouse for my costumes.

utterance: So expansion?

utterance: Yes. Correct.

utterance: Got it. And you said you were looking for ten thousand?

utterance: That is correct. Yeah.

utterance: Using your house as collateral.

utterance: That's correct.

utterance: All right. And would you like to Would you like to follow on these terms? We can we could go for seventy-two months, that's the longest, the shortest being twelve.

utterance: Let's go let's go seventy-two. I'm gonna need some time to look at these things.

utterance: All right. We'll go with seventy-two. I I do have to tell you the that interest rate is eight point nine percent. And if you go with seventy-two months you'll end up paying a substantial amount more than if you go with twelve. Just have to make you aware of that.

utterance: yes, I understand.

utterance: All right. I'm gonna process this loan now. Let's hope for the best. Bear with me here. I'm actually receiving a call from my supervisor. Could you hold for one second?

utterance: OK. Sure. It's OK.

utterance: Mhm.

utterance: OK. I'm back. And I do have some good news for you. It does look like your loan was approved.

utterance: Oh fantastic.

utterance: I'm gonna send you an email with all the details for And if you have any further questions please let me know.

utterance: Great.

utterance: OK. Yeah absolutely.

utterance: So is is there anything else I can help you with?

utterance: No. That'll be it.

utterance: All right. Well, you enjoy your loan. Good luck with your business, and thank you so much for being a loyal customer.

utterance: Thank you very much.

utterance: Thank you so much.

utterance: Have a good day.

utterance: You too.


utterance: Thank you for calling Intellibank, my name is Steven. How may I assist you?

utterance: yes. I called the other day and I opened up a Intel business total checking account and I need to add a user to that account.

utterance: All right, is that your Intellibank business total checking account?

utterance: Yes that's correct.

utterance: All right, no problem. I can certainly add an extra user to that account for you. May I have your name please?

utterance: Dan Thomas. T H O M A S.

utterance: Thank you. And your date of birth?

utterance: May twelfth, nineteen sixty.

utterance: And your PIN number please?

utterance: One, zero, six, two.

utterance: Thank you and then can I have the account number for the account?

utterance: OK. Just one second, let me grab it.

utterance: No problem.

utterance: OK, I've got it.

utterance: All right sir, whenever you're ready.

utterance: Seven, three, zero, six, nine, five, six, eight, two, nine.

utterance: All right, let me verify. That's seven, three, zero, six, nine, five, six, eight, two, nine?

utterance: That's correct.

utterance: Perfect. And who are we going to add to the account?

utterance: Crystal West. C R Y S T A L W E S T.

utterance: All right, thank you sir. And may I have Crystal's address please?

utterance: One five five Magnolia Avenue, Canyon Country California. Nine, one, three, eight, seven.

utterance: All right, thank you sir. And let me verify that real quick. That is one five five Magnolia Avenue, Canyon Country California. Nine, one, three, eight, seven?

utterance: That's correct.

utterance: Perfect. And then I will need her social security number.

utterance: OK. Eight, seven, zero, nine, three, eight, seven, two, eight.

utterance: All right. That's eight, seven, zero nine, three, eight, seven, two, eight?

utterance: That's correct.

utterance: Fantastic. And her driver's license number?

utterance: Y, R, T, J, nine, Z, S, W.

utterance: All right that's Y, R, T, J, nine, Z, S, W?

utterance: That's correct.

utterance: And the state that that driver's license is issued in?

utterance: California.

utterance: Thank you. And may I have Ms. West's email address?

utterance: It is Crystal underscore Thomas Customs at Gmail dot com.

utterance: All right that's Crystal, C R Y S T A L underscore Thomas Customs at Gmail dot com?

utterance: That's correct.

utterance: Thank you. And then her date of birth please?

utterance: Oh six one five, nineteen eighty-nine.

utterance: All right. June fifteenth, nineteen eighty-nine. Is that correct?

utterance: That's correct.

utterance: Thank you very much and then what would you like to set her PIN number as?

utterance: Four, five, eight, one.

utterance: That's four five eight one. Yes?

utterance: Correct.

utterance: All right sir I have gotten her added on to your account and authorized.

utterance: OK.

utterance: Would you?

utterance: yes sir, go ahead.

utterance: What will she be able to do? Will she be able to make make deposits and write checks or will she be able to transfer money or anything like that?

utterance: yes. we can go ahead and customize your permissions. what permissions would you like her to have?

utterance: let's do deposits and write checks.

utterance: OK. Deposit and write checks. All right, I've got that. And if you ever need to change her permissions or remove her from the account or if you need to add a new user in the future you can do all of that online through the online banking portal.

utterance: All right, that sounds great. How's your day going so far?

utterance: My day has been pretty good. How has your day been?

utterance: Oh, not too bad.

utterance: Oh, that's very good to hear sir. OK. Is there anything else that I can assist with today?

utterance: I can't think of anything.

utterance: All right. Well, thank you for choosing Intellibank and you have a fantastic day.

utterance: All right, you too.

utterance: Thank you. Goodbye.


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

utterance: Hey, what going on? how you doing?

utterance: I'm doing great, sir. How are you?

utterance: All is well. All is well, man. All is well. my name is Ryan Williams, and I was calling in regards to, well, I have a question. Do you guys have a online service or anything like that? Or is it better to walk in?

utterance: no. We absolutely have online services. You can take care of all of your banking needs at Intellibank dot com as well as walking into any of our locations or calling this number, whichever is most convenient for you.

utterance: Oh, OK, cool. Because when I tried to go in in in and do all of that, I don't. I don't. I don't think I. They they said I needed to call you and do all of that. I could. I couldn't like go inside at the time, so.

utterance: You couldn't go inside the?

utterance: The building.

utterance: The bank?

utterance: Yes. In person. all business related things have to be able. You can call or do it online. And I tried to do it online too, but I think I had bad service at the time. And I'm not for sure. Maybe I dropped my phone or, you know, Wi-Fi. You know how it is. You know Wi-Fi was all messed up and everything. But yeah, I I I need to get some things rolling in regards to serving my employees and get things rolling. I'm trying to figure out the best way to handle that.

utterance: Huh.

utterance: Interesting.

utterance: OK.

utterance: Gotcha. Gotcha.

utterance: OK.

utterance: Sure.

utterance: And what aspect of the employee needs can I help you with?

utterance: well, we don't have right now, the bookkeeping and and, you know, the accountant and everything, we try to It kind of got off track in regards to the system. So now we may have to default to an an alternative to get everybody happy and make sure that they're taken care of and paid. so I I I was trying to call and figure out, and I was trying to go up there and figure it out too, but they said I need to call you. So that's why I'm calling. I'm just trying to figure out the best way to able to handle this situation in regards to making sure that all my clients and and all my employees, really, all my employees are happy. And because we're doing great things, man. We're we're really, really making a difference. And I want to make sure that we are on the right page every quarter, doing what we need to do and not having people just go sporadic and go crazy and get, you know, fidgety and you know, frustrated. so I'm looking for best way, man, to able to get things rolling and put them in the best position so they feel respected, the compensation is great, and all of that, you know, just get a better way to get it to them because I do have a large base of employees, so I'm trying to.

utterance: Sure.

utterance: I see. So payroll is.

utterance: The issue.

utterance: Yes, yes, yes, yes, yes. Payroll's the issue. And I know, you know, we're moving with times. And I I want to be able to get it to them, but some people, you know, don't have a a, you know, set bank, and some people don't have a set, you know, things on their phone. So I'm just trying to figure out what. I I. You know, the best way to get things done and efficient, you know

utterance: Well, I'd.

utterance: Be happy to set up some checks to be mailed to you, and you could also take care of these checking needs online if that's your preference. But of course, I'm able to mail you physical checks if that's your preference.

utterance: Oh, no.

utterance: Wow. Oh, OK. I Well, I don't even know why I didn't think about that. But, yeah, ordering checks, I think that would be. I think will be the best option.

utterance: OK, great.

utterance: Now let me ask you.

utterance: How long does it take?

utterance: It takes typically two business days for the checks to arrive.

utterance: Oh, two business days. OK, cool. I think. I think that we're we're still ahead of the schedule. I don't think that will be a problem, two business days.

utterance: Great. Now can you just give me some information again so I can pull up your account? Remind me what. Of your first and last name and your date of birth.

utterance: my name is Zeke Williams.

utterance: And your date of birth.

utterance: my date of birth is zero one fifteen, nineteen eighty-five.

utterance: Fantastic. And can you give me your PIN number?

utterance: Yes. Eleven eleven twenty-two three.

utterance: Great. and how many checks would you like me to send you? And can you give me the shipping address.

utterance: Yes. I need about seven hundred and fifty. I think that will be good for us, what we have. Just that way, we can have it on lock and pretty much just have everybody's documents and everybody's name. And we can just have it automatically set up.

utterance: Fifty, fantastic. And can you give me the shipping address?

utterance: Yes. address is ninety-six zero one Wilshire Boulevard, Beverly Hills, California, nine nine zero two one oh.

utterance: Fantastic. And I'll be sending out seven hundred fifty checks to that address. And you should be receiving it within forty-eight hours. And in the future, you can easily take care of renewing this order anytime online, on your account page with the PIN number that you gave me. And you can take care of all your statements and loans and banking needs right there. Is there anything else I can help you with today?

utterance: Yes.

utterance: No. You you did everything. Thank you so much.

utterance: Great. Thank you. Have a good day.


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

utterance: Hey, Ginger. How are you doing today?

utterance: I'm doing very well, ma'am. Thank you so much for asking. And how about yourself?

utterance: Oh, I'm doing wonderful. Thank you. I am calling to see if I could our net income for for for my business, please.

utterance: Oh, I'd be more than happy to assist you with that today, ma'am. May I have your name, please?

utterance: Oh, sure. This is Krystal, K R Y S T A L, Nixon, N I X O N. And my birth date is August the twelfth, nineteen seventy-four.

utterance: And thank you so much for that. I have your first name as Krystal, K R Y S T A L, and your last name as Nixon, N I X O N. And then you said your birth date was August the twelfth, nineteen seventy-four.

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

utterance: Thank you so much. And may I have your PIN number please, Miss Nixon?

utterance: Sure. My PIN number is one three six eight nine four three eight.

utterance: Thank you, ma'am. I have that as one three six eight nine four three eight.

utterance: That is correct.

utterance: Thank you much. And may I also verify your phone number, please?

utterance: Yeah, sure. I'm actually glad that you asked that. We changed our main number a couple of days ago, and I don't think that we have had the chance to change that yet. my husband may have, but I'm honestly not sure. I'm gonna go ahead and give you both just in case. the old number was area code five three zero seven two zero four nine zero zero. And the new number is five three zero four two five one five nine two.

utterance: All right, Miss Nixon. It does look like he actually did have a chance to change it. We do have the new number on file. And just to clarify, that is the five three zero four two five one five nine two.

utterance: Yes, ma'am. That is correct. I am actually proud of him.

utterance: Yes, ma'am. I I understand. And that's wonderful. All right, now, with your net income, Miss Nixon, what time period would you like that for?

utterance: I was actually going to see if I could get a few of them from you just so for a comparison.

utterance: Well, absolutely, ma'am. I'd be more than happy to look anything up for you'd like. And what is the time period for the first one that you'd like?

utterance: let's go ahead and do for the last year.

utterance: All right, Ms. Nixon. And I'm showing for net income for the past year was four million seven hundred ninety-eight thousand forty-six dollars and fifty-nine cents.

utterance: OK, good. four million seven ninety-eight zero forty-six fifty-nine?

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

utterance: OK, thank you. And how about for the past three quarters?

utterance: All right, for the past three quarters, I'm showing net income was three million three hundred thirteen thousand six hundred eighty-five dollars and seventy-six cents.

utterance: OK, three million three thirteen six eighty-five seventy-six?

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

utterance: OK, wonderful. And how about for the past two quarters?

utterance: And let's see. For the past two quarters, Miss Nixon, I'm showing your net income was two million two hundred twenty-eight thousand four hundred thirteen dollars and two cents.

utterance: OK, that was two million two twenty-eight four thirteen oh two?

utterance: Yes, ma'am.

utterance: OK, and let's see. Finally, how about for the past quarter?

utterance: Let's see. For the past quarter, Miss Nixon, I'm showing your net income was one million five hundred sixteen thousand ninety-eight dollars and twenty one cents.

utterance: All righty. So the past quarter was one five one six zero nine eight twenty-one?

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

utterance: All right, wonderful. Well, thank you so much for your help today, Ginger.

utterance: Yes, ma'am, Miss Nixon. No problem. Is there anything else I could assist you with today?

utterance: No, ma'am. That will be all. Thank you so much.

utterance: And thank you, Miss Nixon, for calling Intellibank. And you have a wonderful day.


utterance: Hello. Thank you so much for calling Intellibank. How may I help you today?

utterance: hello. My name is Sharlene. And I was wondering, or or rather, I needed help to determine and prevent losses for my business.

utterance: Absolutely. I can go ahead and help you out with that. Would you like to schedule an appointment with a risk specialist then?

utterance: Yes. I really will like that.

utterance: All right. No problem. I could go ahead and help you schedule that appointment. First, can I get your name, please?

utterance: OK. And my name is Sharlene Peterson.

utterance: Thank you. And could you spell it out for me, please?

utterance: OK. That is S H A R L E N E. And Peterson will be P E T E R S O N.

utterance: All right. Thank you for that. And can I get your date of birth?

utterance: My date of birth is on the twentieth of December, nineteen ninety.

utterance: All right. Thank you for that. And what day would work best for you for the appointment?

utterance: I would prefer on a Tuesday.

utterance: All right. And would you like an in-person appointment or online?

utterance: prefer an in-person appointment.

utterance: OK. And in that case, can I get your ZIP code, please?

utterance: OK. That will be seven five zero four one.

utterance: All right. Thank you so much for that. And you said a Tuesday, right?

utterance: Yes, on a Tuesday.

utterance: All right, I do see one for next Tuesday. And what time will work best for you?

utterance: I prefer in the early morning.

utterance: All right, so I see one for eight a.m. and one for nine a.m.. Which one would work best for you?

utterance: the for eight a.m..

utterance: All right. No problem. All right. I have gone ahead and scheduled you for eight a.m. for next Tuesday. And you should receive an email shortly confirming your appointment and with details of the location of the branch.

utterance: Oh, OK. Thank you for that. And how is the weather over there?

utterance: Oh, the weather is so nice. Thank you for asking. It's very warm and sunny where I live. How about the weather with you?

utterance: And it's also warm and sunny over here. The really, really good weather, I hope it is like that for a long time.

utterance: Yes, absolutely. I hope so too. All right, well, would you like to know more about online banking so you could schedule appointments easier in the future?

utterance: Yeah, I would really like to know more about services.

utterance: Yes, absolutely. So Intellibank offers online banking through our app. And you could get that through the app store. It's called Intellibank. And you could download it, and and once you set it up, you will be able to have access to your accounts and all the account details, which has your balance and your transactions. You can also do things such as make check deposits or making transfers. You can also, of course, schedule appointments easier in the future. or update your information, such as your email address or your phone number, online as well. And you could do all of this through the app. And you can also use our website if you are not already. However, with the website, you cannot make the check deposits. That will only be through the app. But with both mediums, you can do online banking.

utterance: OK. So in short, I can get all the services that I require through the app.

utterance: Yes. Well, most services except for cash deposits. For cash deposits, you will have to go to a branch or to an ATM machine.

utterance: OK, but it it is there for me to upload a check, right?

utterance: Yes, correct. So within the app, all you have to do is take a picture of the front of your check and the back of your check, and then you can go ahead and upload that.

utterance: Oh, OK. That's good to know. I'll definitely try the app sometime soon.

utterance: Yes, absolutely. You could download it any time, and call us back if you have any questions.

utterance: And yeah, I'll definitely do that if it gets back in, out. In one way or or the other.

utterance: All right. No problem. And did you have any other questions for me?

utterance: No. That was it for today.

utterance: All right. No problem. Have a great day.

utterance: You too.


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

utterance: Hi this is Peter Davis. I'm calling because I want to have a check canceled.

utterance: OK Mister Davis, I would be happy to help you with that. let me get some information. Let me get to my next screen. OK, what's your first name again?

utterance: Peter.

utterance: And your last name?

utterance: Davis.

utterance: What's your date of birth Mister Davis?

utterance: November four nineteen sixty-eight.

utterance: OK, November fourth nineteen sixty-eight?

utterance: Yes.

utterance: do you have the PIN number for this account?

utterance: Four times eight.

utterance: OK so, eight eight eight eight?

utterance: Correct.

utterance: All right Mister Davis. You may wanna consider changing that number in the future. It's a little we try to make them more random than that but it's totally up to you.

utterance: Yes, I understand.

utterance: OK so, you wanna cancel a check?

utterance: Yes.

utterance: OK and so what is the check number on that account or on that check? I'm sorry.

utterance: That's five six seven eight nine.

utterance: Five six seven eight nine?

utterance: Correct.

utterance: OK, how much was the check for?

utterance: OK, fifteen thousand four hundred and fifty. Who was that check made out to?

utterance: Let's do a Dutch company I ordered orange shirts. Two thousand orange shirts because the the Austin Formula one Grand Prix is this weekend and they'll deliver them but they were in red.

utterance: Oh! I'm sorry to hear that Mister Davis. That sounds awful. OK so, yeah that does put a damper on your sales huh?

utterance: Yeah.

utterance: OK. what's the name of that company though Mister Davis?

utterance: Amsterdam Delivery.

utterance: OK, Amsterdam Delivery and do you know when you wrote that check?

utterance: I think that was last March. no no no no no. September fifteen.

utterance: September fifteenth OK Mr. Davis. So I'll put a cancellation in that check. I obviously see that it has not been cashed yet. so we've got a cancellation. If they try to cash it, it definitely will not go through as of now. That doesn't mean that if for some reason if they cashed it yesterday that I'm not seeing it on my end. But so far so good. It's it has not cleared. So that money will stay in your account Now this company will most likely contact you probably three to five business days after they realize the check did not cash.

utterance: Yes.

utterance: So you'll need to deal with them on that issue.

utterance: Yeah I will send all the stuff back.

utterance: OK Mr. Davis. did. Have you tried to reach out to them?

utterance: No, but it's the wrong delivery. I only send an email but yeah it's weekend and I don't think they work in the weekend.

utterance: OK Mister Davis. So yes, that check is definitely canceled. is there anything else we can do for your on your account?

utterance: Yes, I have another check that I want to yeah block.

utterance: OK.

utterance: OK Mister Davis what's the check number?

utterance: That's eight four two.

utterance: Mhm.

utterance: Four six.

utterance: OK and what day did you write that check out for?

utterance: That was exactly the same day. September fifteen.

utterance: OK, and how much is that check for?

utterance: That was ten thousand.

utterance: Ten thousand. Do you have the name of the company please?

utterance: Yes. That was .

utterance: OK. And what's the reason for cancellation?

utterance: It was

utterance: The Haig Orange.

utterance: Oh The Haig Orange?

utterance: Yes.

utterance: OK.

utterance: I ordered there also ten thousand orange little flags. And they delivered them in red.

utterance: Oh, gee. Seems like everybody's sending you red stuff huh Mister Davis?

utterance: Yeah, they think I'm a Ferrari fan.

utterance: I see, my husband loves F one so I I completely understand.

utterance: OK.

utterance: OK so let's see, we got we got a cancellation on this check. Did you try to reach out to them by any chance?

utterance: No, same story.

utterance: OK. So we do have a cancellation on that one. it should not be cashed at all. Let me see, would you like to receive confirmation of this via email?

utterance: Yes please.

utterance: OK, what is your email address?

utterance: That's Peter sixty-eight Davis at Gmail dot com.

utterance: OK, Peter sixty-eight dot Davis at Gmail dot com?

utterance: No, not dot.

utterance: Oh OK.

utterance: OK, Peter sixty-eight Davis at Gmail dot com.

utterance: Correct.

utterance: OK, I'm gonna send over the confirmations on these that they have been canceled as of today the the money will not leave your account. Please reach out to this company as well and get that sorted. is there anything else Mister Davis?

utterance: No, that's it.

utterance: OK, well thank you for being such a great customer the last ten years with us. if there's anything else you need help with, please contact us and we would be more than happy to help you.

utterance: OK, thank you very much.

utterance: OK, again my name's Mary with Intellibank.

utterance: Bye bye.

utterance: Thank.

utterance: Goodbye.