utterance: Hi. Thank you for calling Intellibank. My name is Mary and how may I assist you today?

utterance: Hey, Mary. How are you doing today? This is Lindsey over at Gillian Food and Drug.

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

utterance: Oh, I'm doing well. Thank you. Mary, the reason I am calling is our office manager, Bernard Duncan well, needless to say, he is no longer employed with us, and I need to see what I need to do to prevent him from having any further access to our accounts.

utterance: Oh. All right, ma'am. I'd be more than happy to assist you with that. Let me get some information from you right quick so I can pull up your account. Now you said your first name is Lindsey?

utterance: Yes, ma'am. L I N D S E Y.

utterance: Thank you, ma'am. And may I also have your last name?

utterance: Sure, it's Wright. W R I G H T.

utterance: All right, thank you, Ms. Wright. And may I have your birthdate, please?

utterance: Sure, it's August the twenty-first nineteen seventy-three.

utterance: All right. So, August the twenty-first nineteen seventy-three. And may I have your PIN number please?

utterance: Sure. It is five seven five five one five four four.

utterance: All right. So, I have five seven five five one five four four.

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

utterance: Thank you, Ms. Wright. Now, actually, it's very simple. All we would need to do is change that PIN number. Without the correct PIN number, no one would be able to access the accounts for Gillian Food and Drug.

utterance: Oh, wow. That's wonderful. Thank you. let's go ahead and do that if I could.

utterance: Yes, ma'am. Absolutely. Now the old PIN of five seven five five one five four four is what you'd like to change today, correct?

utterance: Yes, yes, ma'am.

utterance: All right. Thank you, Ms. Wright. And what would you like the new PIN number to be?

utterance: let's make that two four five two nine seven two six.

utterance: All right. So, the new PIN number that would be two four five two nine seven two six?

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

utterance: All right. Wonderful. Thank you so much. Now I do have that changed for you. And as of right now, that will be the only PIN number that can be used to access the account.

utterance: OK. Wonderful.

utterance: Is there anything else I can help you with today, Ms. Wright?

utterance: yes, ma'am. Actually, while I have you on the phone, could I go ahead and just double check the available balance on our Intellibank business platinum card?

utterance: Yes, ma'am. I'd be more than happy to assist you with that as well. May I have that credit card number, please?

utterance: sure I'm so sorry. could you hold for just one second? Let me run and grab that.

utterance: Yes, ma'am. That's no problem. Take your time. Just let me know when you're back, Ms. Wright.

utterance: OK, great. Thank you. It'll just take a second.

utterance: OK, Mary. I'm back. I'm so sorry about that. Are you still there?

utterance: Yes, ma'am. I sure am, Ms. Wright. Were you able to get that credit card number?

utterance: Yes. it is five three nine seven three six two two two four five six nine seven four one.

utterance: All right. Thank you, Ms. Wright. I have five three nine seven three six two two two four five six nine seven four one. Was that correct?

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

utterance: All right. Thank you, Ms. Wright. Just one moment please while I check on that available balance for you.

utterance: OK, great. Thank you.

utterance: All right, Ms. Wright. I am showing the available balance on your card as fourteen thousand eighty-seven dollars and forty-one cents.

utterance: OK. That was fourteen thousand ninety-seven dollars and forty-one cents?

utterance: No, ma'am. I'm so sorry. It is fourteen thousand eighty-seven dollars and forty-one cents.

utterance: OK, OK. Sorry about that. That's fourteen thousand eighty-seven dollars and forty-one cents?

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

utterance: OK, great. Thank you so much for your help today, Mary.

utterance: Yes, ma'am. Is there anything else I could assist you with?

utterance: No, ma'am. That will do it. You've been very helpful. Thank you.

utterance: And thank you for calling Intellibank, Ms. Wright. Have a wonderful day.


speaker_role: Agent

utterance: Thank you for calling Intellibank, business and commercial banking division. This is Sam. How can I help you?

speaker_role: Customer

utterance: Yeah, hey Sam. This is John Rivers.

utterance: Hi John, what can I do for you today?

utterance: Well, it's about that time of the year and I, I think I need to order new checks.

utterance: Oh, sure. Yep, I would be happy to help you with that. just give me one moment here to switch screens to get the order started. OK. Can I please get the first and last name again?

utterance: John Rivers.

utterance: Date of birth?

utterance: One eighteen of eighty-nine.

utterance: The PIN?

utterance: Two five eight oh.

utterance: and then can I please get the address?

utterance: Twenty-five, twenty-five, North Conch Lane.

utterance: The city?

utterance: North San Diego. Nine two zero eight three.

utterance: Thank you. And I'm assuming that's here, in California?

utterance: Yes, that's correct.

utterance: Do you know about how many check blank books you're looking to order?

utterance: Yeah, I need twelve?

utterance: OK, so just the one year's supply, then.

utterance: Yes, and I was wondering, do you guys still do the custom lettering on them? With the name and the address of the business on them?

utterance: Yes, we do. those are an additional fee, whereas just the standard ones, the plain standard ones that just have the bank on them, are free.

utterance: Oh, well I would definitely like the slightly fancier ones.

utterance: OK. that is an additional fee, then, of fifty dollars.

utterance: That's OK, I'm all right with that. You know my wife always makes fun of me because, you know, I have Tweety Bird checks, personally, but I just think it's really adorable. I used to have, Earlier, I had some of the Pepe Le Pew ones, they were great. You know, just kind of a little something for humor.

utterance: Easy to identify as well. Can't go wrong there.

utterance: Definitely not.

utterance: OK. So I'm getting ready to place your order. I just need your account number.

utterance: Oh, shoot. Look, can I put you on hold real quick while I get that?

utterance: Yeah, not a problem.

utterance: Oh yeah, here it is. It's twenty-three, seven nine zero.

utterance: that does not appear to be the correct one.

utterance: Oh, Hold on. Oh, I, I don't have my account number on me. Shoot, I forgot to update it.

utterance: OK. well I won't be able to proceed with your check order but I do have the order ready to be sent. I just can't process it until I have the correct account number. If you just wanna go ahead and give us a call back when you can find your account number.

utterance: is there any way I can come into the bank?

utterance: Yeah! Yep, you could definitely come into the bank and we could verify stuff that way, that's not a problem. And then you could also get your account number then as well.

utterance: All right. What's the nearest branch location adjacent to my house?

utterance: OK, sure. Just one moment while I look that up. OK. It looks like the nearest branch location is about five, five point two five miles away, and it is at thirty-two twelve, North Hanson Boulevard.

utterance: I'm assuming that's here in North San Diego, right?

utterance: Yes, it is.

utterance: OK. what are the hours?

utterance: that branch is open from seven thirty a.m. to six thirty p.m. Monday through Friday, eight a.m. to noon on Saturday, closed on Sunday.

utterance: All right, yeah. I'll be in there then, later on today.

utterance: OK, yep. And they'll be able to pull this up and help finish the transaction for you, and then after it's been processed, it should take about seven to ten business days for those to arrive in the mail.

utterance: All right, that sounds great.

utterance: OK. Was there anything else I could help you with today?

utterance: No, you've been great.

utterance: OK. Thank you, you have a good rest of the day. Bye bye.


utterance: Hi, thank you for calling Intellibank, my name is Sophie. How can I help you tonight?

utterance: Hi, hi Sophie. I I just moved I just moved to a new part of town. You know it's like a better part of town actually, but you know I still need to get mail and stuff. And then also. Well I mean even for online banking I. Basically I need to update my street address. Sorry on about this one, you know what I mean? But it's one of those days, right? those days where you kinda chat chat chat. I've been chit chatting with people on the phone like all day. probably you do right?

utterance: Mhm.

utterance: OK.

utterance: Oh.

utterance: Wow.

utterance: Yeah absolutely. Yeah I know those days, and congratulations on your move.

utterance: Thank you. Yeah, so if I could just update that address, and I'll get out of your hair in no time.

utterance: For sure. well thanks for calling us. first I want to get some information from you. Like what's your first and last name?

utterance: my name is Dave Waters. D A V E W A T E R S.

utterance: What's your date of birth?

utterance: Date of birth is one one seven nineteen eighty-six.

utterance: OK what is your pin number?

utterance: Pin number is nine nine three six.

utterance: OK great. And the security question for you is what is the street you grew up on?

utterance: Street I grew up on is called Davidson Avenue.

utterance: OK. great and what is your bank account number today?

utterance: Bank account number is three six seven eight eight nine four nine seven six.

utterance: OK. Alright, well I am in your account. I'm looking under your address here which I see is twenty five Cleveland Avenue. In Dayton, Ohio. what would you like to update?

utterance: yeah my my Hey sorry, I was sidetracked. Was thinking of something else. Anyway my new my new address is seventy-eight Opal Avenue.

utterance: Oh.

utterance: And that's in Dayton, Ohio as well.

utterance: Great. what is the ZIP code there?

utterance: Nine zero zero two one.

utterance: Great. All right, so I have seventy-eight Opal Avenue Dayton, Ohio nine zero zero two one. Is that correct?

utterance: Yes.

utterance: Excellent. great so we handled that and what else can I help you with?

utterance: yeah can you just run that street name back for me again? Because you know I changed back when I changed to my Cleveland address couple years ago. I remember there was an error in that and they got it wrong like I mean I don't know how they got the name Cleveland wrong in Ohio, but and it wasn't you cause I remember it was a different name. it was a man actually. So it definitely wasn't you, and totally screwed up my address, and I wasn't getting mail for like months, and I was like hey how come you're not sending me mail anymore. I had like overdraft notices and all this stuff and then I was trying to do online banking and like it would go to like incorrect address. And they were just like oh, we have this what is your address? Cleveland and they were like Clemand. How? Clemand out of you so anyway so anyway if you could just repeat the address back to me, because I want to double triple check confirm that so so we don't have those errors happening again.

utterance: Mm.

utterance: First of all I just wanted to apologize that is terrible that you weren't getting your mail for several months that just is not great. So I'm sorry to hear about that, and I'm more than happy to repeat the address back to you. what I do have is seventy-eight Opal Avenue Dayton, Ohio. Nine zero zero two one.

utterance: can you spell can you spell that for me please?

utterance: you wanna spell Opal?

utterance: Yeah, what what are you saying please spell that for me.

utterance: OK, so I have seventy-eight O P A L.

utterance: No. No. See? That's that's similar to the last one. Clemand, Cleveland. I don't know if it's the reception or what it is but it's Obal Avenue is what I said. O B A L. Obal Avenue. Not Opal like the stone. I mean that sounds it. That's probably a cooler address. Opal Avenue, but Obal Avenue.

utterance: Oh.

utterance: OK, so so it your saying it's O B as in boy A L?

utterance: D as in David. Odal Avenue.

utterance: Odal Avenue. O D A L. O D A L. OK my apologies about that. OK so seventy-eight Odal Avenue Dayton, Ohio nine zero zero two one.

utterance: O D A L. yeah.

utterance: That is correct. Thank you so much.

utterance: Great, yeah no thank you. Is there anything I can help you with this evening? Anything else?

utterance: No, that'd that'll be it, that's all.

utterance: OK, well thank you for calling Intellibank, and have a wonderful evening.

utterance: Thank you, you too.


utterance: Thanks for calling Intellibank, this is Jerry, how can I help you?

utterance: Yes, I want to cancel a check and apply for a credit card please.

utterance: Certainly, I would be happy to assist you with that ma'am and if I could ask, what's your first and last name?

utterance: Evelyn Richards.

utterance: And Miss Richards, do you have an account with us?

utterance: I sure do.

utterance: And what's the name of the business?

utterance: Joan's Bed and Bath.

utterance: OK and Miss Richards and I am going to ask you a few questions in order to verify your account. What is your date of birth?

utterance: Eleven eleven nineteen eighty-four.

utterance: And what is the phone number on the account?

utterance: Six seven eight three six one eight zero three one.

utterance: And what is your account number?

utterance: The account number is nine eight four six five nine one.

utterance: All right, how's the day going Miss Richards?

utterance: My day is going really good just you know getting ready for the end of the year because there's just a lot happening at that time with the holidays and all but it is the day is going great.

utterance: Well terrific, your right, the holiday season is upon us and hopefully this year with the pandemic maybe somewhat behind us, folks can back to some some degree of normalcy.

utterance: Very needed.

utterance: Yes ma'am. Yes ma'am and Miss Richards, what is your pin number?

utterance: One zero one seven.

utterance: OK, thank you for that and and Miss Richards, what is your account number?

utterance: OK thank you for that.

utterance: All right, so I'm just happy again, as I said to you know just get ready for the holidays and just enjoy all the fun we'll gonna be having cuz it's just needed right now.

utterance: yes, I agree with you, it's needed and I think a lot of folks are like you, ready for the holidays.

utterance: Mm-mm.

utterance: Now Miss Richards, you said you wanted to cancel a check, do you have that check number?

utterance: Yes.

utterance: And that number for the check is?

utterance: One zero one five.

utterance: OK, one zero one five.

utterance: Right.

utterance: And for check one zero one five, what's the amount for that cheque?

utterance: The amount is twenty-five hundred dollars.

utterance: OK and is there is a reason that you wanted to cancel that check?

utterance: Yes, the merchandise was damaged and it's happened before and I just need to you you know have a go with a different provider with this so yes.

utterance: OK, I certainly understand your concern there and certainly am happy to be able to be able to assist you with your request here about no one wants merchandise that's not functioning.

utterance: Exactly. Especially, now, this is just not the time for the get damaged merchandise when I need to get this sold.

utterance: Understood. Understood and Miss Richards I have gone ahead, as requested, and canceled check ten fifteen for the amount mentioned and that is confirmed on our end. Is there any thing else here, I know about the check canceled unless if not, we can proceed with applying for your card.

utterance: Yes.

utterance: OK, with that being said, Miss Richards, I'm gonna ask you a few questions here in order to take your application for the credit card. First of all, what is your personal address?

utterance: Three six eight eight Avendale Avenue, Smyrna, Georgia, three zero zero eight two.

utterance: Terrific and what is the business address for your account?

utterance: Ten seventy-five Leymans Court, Smyrna, Georgia, three zero zero zero eight two.

utterance: And what is the mailing address for the account?

utterance: It's the same. It's ten seventy-five Leyman's Court, Smyrna, Georgia, three zero zero zero eight two.

utterance: All right and what's your social security number?

utterance: Two three five zero six eighty-two sixty-eight.

utterance: And what is your driver's license number?

utterance: Zero nine seven five nine eight two two.

utterance: And what's the state of your driver's license?

utterance: Georgia.

utterance: And what is your tax ID number?

utterance: Tax ID number is seven three one six ninety-five eight twenty-two.

utterance: And are you the sole owner of the business?

utterance: Yes, I am.

utterance: And what's the name or rather when was the business started?

utterance: It started March the first of nineteen seventy-nine.

utterance: And what is the gross annual sales for your business?

utterance: Sixty million.

utterance: And what's your business email address?

utterance: All right that's E dot Richards at J B B dot com.

utterance: OK, and what is your personal email address?

utterance: E dot Richards at mail dot net.

utterance: OK OK and Miss Richards do you know which type card that you are looking for applying for? We have three that we offer. First which is our Business Silver Card which has competitive interest rates with no annual fee the second is our Business Gold Card which has competitive interest rates two percent cash back on gas and groceries and no annual fee and the third option is our Business Platinum Card that has competitive interest rates, two percent cash back on all purchases and a hundred dollar annual fee.

utterance: I want the Gold card.

utterance: OK the Business Gold with no annual fee and two percent cash back on your gas and groceries.

utterance: That's it.

utterance: All right. Terrific. I've gone ahead there Miss Richards and I submitted your loan application over to our credit department and what they'll do is they'll respond back to you here in a relatively short period of time, at the latest within two to three business days, on the application on the application for your Business Gold Card and of course we hope to be able to quickly address that any questions that you may have about that at that time.

utterance: OK, that is good. I'd when you asked, you know, explained it and I said Gold Card, I was immediately sold. So thank you for your help today.

utterance: Your welcome Miss Richards and also as mentioned earlier we went ahead and canceled the check ten fifteen, as requested.

utterance: Thank you so much. Yes that's much appreciated as well.

utterance: Well is there anything else that I can assist you with today Miss Richards?

utterance: Nothing else for today.

utterance: If that is all, we certainly do appreciate you giving us a call and certainly appreciate your considering us for your credit needs.

utterance: Well thank you for your help.

utterance: Thank you.

utterance: You have a good day.

utterance: Thank you. You as well.

utterance: Bye bye.

utterance: Bye bye.


utterance: Thank you for calling Intellibank where we value our customers. This is Brenda, how may I help you?

utterance: Yeah, so I need to get the balance to my loan if possible.

utterance: OK, I can help you with that. Who am I speaking with today?

utterance: It's Jill Baker.

utterance: And do you prefer that I call you Jill or Miss Baker?

utterance: It doesn't matter. You can call me Jill.

utterance: All right, Jill, so you want to find your loan balance? Can you kind of tell me what kind of loan you have?

utterance: Yeah, so it's a secured loan.

utterance: All right, Jill, so I'm just gonna need to get some information from you, OK? What is your main account number?

utterance: It's three four six and it's zero two nine nine eight so three four six zero two nine nine eight.

utterance: All right, Jill, what is the name of your business?

utterance: It's Johnson Controls.

utterance: And Jill, what is your date of birth?

utterance: It's March second, nineteen eighty, that's my date of birth.

utterance: All right, Jill, and it looks like your account has a four digit PIN number on it. For security purposes, would you mind sharing that that PIN number with me as well?

utterance: Yeah, so it's six four seven eight, that's the PIN number.

utterance: OK, Jill, that is not the correct PIN number. Would you maybe like to try again or if you wanted me to to hold I could hold while you look that up?

utterance: No, that that should be my PIN number. It's not six four seven eight then?

utterance: No, that's not correct.

utterance: OK, how about the last four of my social then? Is it nine one two eight?

utterance: No, that is also not correct, Jill. Would you would you like me to hold while you take a moment to look that up or or I can or I can put some notes in your account and you can give us a call back if you think that you might be able to locate that.

utterance: I don't know what else it could be. I really have no idea.

utterance: OK Jill, well unfortunately I'm not able to share that loan information or take your payment or take any payments or do anything over the phone without verifying that security question for that PIN number since that's what you have set up on the account but if you would like, you can go to any Intellibank account and provide a a I'm sorry any Intellibank branch and provide a valid photo ID and they should be able to help you with making that getting that information also with changing that PIN number to get you set up with something different.

utterance: So I actually have to go into a bank branch to do this then?

utterance: Yeah, unfortunately, I would not be able to process it over the phone unless I can confirm that PIN number for you since that's what you've chosen as your security question. If you think you might have the answer written down somewhere or you wanna locate it, I would be more than happy to hold on the line for you or you can give us a call back once you're able to locate it but but again I'm not able to do anything without that PIN number because that's what has been chosen as the verifying security question for your account.

utterance: I don't even think I'd have it written down anywhere. I have no idea where it'd be.

utterance: OK, Jill. I'm really, really sorry I wasn't able to help you today but was there anything else I could help you with? Did you need assistance maybe finding a a banking location?

utterance: Could I ch- at least change my PIN number with you on the phone then or or do I have to go into the banking branch and change it there?

utterance: Yeah, unfortunately, anything that you do with your account is going to require me to verify that PIN number that was created for the account so if you don't remember what that is, there's very little I can do for you over the phone. as long as you have a valid photo ID though, you can go into any of our Intellibank branch locations and they can update your account information for you there so you can change your PIN when in one side of one of our local branches as long as you can verify with your valid photo ID that it's your account.

utterance: OK, then. Can you tell me is there a branch in Kansas City?

utterance: Yeah, I can. Give me just a second, OK?

utterance: Are you in Kansas City?

utterance: Yeah, I am.

utterance: Is it snowing where you are?

utterance: I mean it's really cold here but it's not snowing right at the moment.

utterance: I just really hate driving in the snow and I've heard we're supposed to get like eight inches today.

utterance: Oh my goodness I I had not heard anything about eight inches. That's a lot!

utterance: Yeah, it is. I don't I don't really I don't go into work or anything whenever it's snowing so it's just really hard for me to drive in. my car's pretty low to the ground. I have a Fiat so it's it's not very snow-equated weather.

utterance: Well, hopefully, it clears out and that we don't get all that that snow that they're calling for, Jill. I'm sorry I wasn't able to help you today but I did find a branch that was pr- fairly close to your residence. Would you like me to provide you with that branch?

utterance: Yeah if you could, that'd be great.

utterance: OK, so the nearest address that I found for you is actually at two one seven Antioch Road in Kansas City, Missouri. that's six four one one seven and that branch is open until five PM today so I don't know if you're available right now and you wanted to head over there to get it hopefully before the snow sets in but it does look like they are open until five PM today. Their lobby hours are until five so all you'd have to do is just go provide your valid photo ID in order to get that stuff changed over and they can also provide you with that loan balance information while you're there as well, or if you're able to get that PIN number changed, you can give us a call back and we can pr- we can walk you through anything you may need here over the phone, as well. Was there anything else I could help you with today?

utterance: I don't think so. So I've got the address for the location. I'll just go ahead and head there now before the snow comes. I appreciate it. I'm sorry I didn't have that information. I don't know what it what it slipped my mind. I I don't know what PIN number I would have selected that I wouldn't know offhand.

utterance: That's fine. No, it happens all the time. just unfortunately we're very limited on what we can do without that PIN number when it's set up as a security question like that so Jill, I've provided you with everything I can do today. I'm sorry again that I wasn't able to help you with your original intent but if you have any questions or you need anything else from Intellibank please give us a call back. We'd be more than happy to help you.


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

utterance: Hi Gerald. Tom here. How's it going?

utterance: It goes well Tom. How are you today?

utterance: Well I don't know. You know this economy is just you know up and down and just kinda killing me here. So how how are you? How are things with you?

utterance: Oh I can definitely relate to that Tom. That is for sure.

utterance: Yeah.

utterance: But other than that you know I'm alive I'm healthy, I'm. I mean I can't really complain too much.

utterance: Oh yeah. I like the sound of that. Yep. You know what? I I gotta say the same thing. You know? Everything's good with me and all right. Well look I just you know was kind of in the mood for you know some some financial advice. I hope you can give it for me.

utterance: OK. I mean I'm not I'm not a advisor.

utterance: Well, you know but you do

utterance: You know about this consumer price index don't ya? CPI I think they call it?

utterance: Yeah I know the basics. I'm I don't know enough to be able to to advise you on any you know, financial ventures. I could definitely put you in contact with a supervisor who may be able to help more with that.

utterance: Well no. You know just give me the basics here. What's that CPI all about?

utterance: Basically it's a measurement of the change of price of consumer goods over time. So you know comparing how much an apple cost today compared to how much it would cost a month from now.

utterance: Oh so you think you can predict the future?

utterance: Well no no no. It's not about predicting the price of the apple, it's just comparing the price.

utterance: Oh OK. All right. I gotcha. I gotcha.

utterance: Yes.

utterance: What about car. I mean like what was the what's the index on a car going?

utterance: what type of car you talking about?

utterance: Well I was kinda looking. Had my eye on one of these Prius'. You know I gotta go green. You know the Earth is falling apart. That's what they keep telling me. So I'm gonna do my part and get an electric car.

utterance: OK. Well yeah I can certainly check that out. one second. Woah. Well I think I have a pretty good slightly good news for you.

utterance: OK.

utterance: Yeah I love good news.

utterance: The CPI on cars in general has went up about twenty five percent within the last two months. but the CPI on Prius' has only gone up eight percent.

utterance: Eight percent? So you're thinking that's a good buy huh?

utterance: I'd say so compared to the the rest of the automotive world. Yes.

utterance: So what do you do? You give out loans for cars?

utterance: We do have auto loans.

utterance: You do.

utterance: We do. .

utterance: OK. Well

utterance: what's what's what's going on there?

utterance: Well it all depends on your credit score or your how long you've been with us. If you have a long tenure with us and and and built a relationship with us. .

utterance: Well yeah, I've been

utterance: With the bank for about twenty years. I think I would say I have a pretty good relationship.

utterance: Oh OK. Well I didn't know that cuz I still. I don't have your account in front of me.

utterance: I'm not holding it against ya. I'm just telling ya I just the way I talk. I talk pretty sternly. You know what I mean? I'm just a business guy and I like doing business.

utterance: OK. So if you'd like to apply for one of those loans we can log into your account and I can help you with that.

utterance: Let's do it. Let's log in.

utterance: All right. Can I get your first and last name?

utterance: Yeah what was the first name I gave ya? Let's see .

utterance: Tom?

utterance: I think I said Tom. Tom Thompson.

utterance: Tom Thompson?

utterance: Yes sir.

utterance: All right. Gotcha Tom and can I have your social security number?

utterance: You sure can. Two five eight five five eight eight five two.

utterance: All right and just just gonna need that pin number.

utterance: Oh yeah. Of course you do. The pin number. The old pin number. I got it written down here in just a .

utterance: OK.

utterance: All right. You ready for Tom's pin?

utterance: I'm ready.

utterance: Three two three two.

utterance: Three two three two. Got it. All right. just as you said. Been a customer with us for a very long time.

utterance: Very.

utterance: Long time indeed. Yeah.

utterance: Well we definitely appreciate that Mr. Thompson.

utterance: Oh, you're.

utterance: Why yeah you're a heck of a bank. Let me tell ya.

utterance: Thank you. All right. I'm just gonna put this loan through. I have all your information. Do I have permission to push your credit through?

utterance: Yeah. Please do. Yeah.

utterance: OK. All right. Well it looks like you were actually approved.

utterance: Great.

utterance: you have up to forty thousand dollars to spend on any type of car you like.

utterance: Oh! Wow.

utterance: I will tell you that it does say you can spend it on any car you like.

utterance: OK.

utterance: But we're. We cover our basis so but the car has to be in good standing and for example we're not gonna give you a loan for thirty-five thousand dollars.

utterance: Right. Of course.

utterance: For a twenty seventeen BMW that has a hundred and fifty thousand miles on it.

utterance: Right. No that makes perfect sense.

utterance: OK. Got it. So yeah just keep that in mind and you can go to our website and we have an auto navigator and any car on there will be something that you could you could ride home in.

utterance: OK sounds good. I'll check it out.

utterance: All right. Well, thank you so much, Tom. Is there anything else I can do?

utterance: Thank you. Thank you. Tom is happy.

utterance: Thank you.

utterance: and you enjoy the rest of your night Tom.

utterance: You too.

utterance: Yeah.


utterance: Thank you for calling Intellibank. This is Jonathan, how can I help you?

utterance: Hi, Jonathan, How are you today?

utterance: I'm doing all right, how are you?

utterance: I'm doing capital, thank you. I need to speak to somebody or I'm hoping you can direct me in the right direction. not really sure what I need to do I've got some loans with you, and an account with you, and I don't know. My husband just told me I needed to call and get to find out Oh gosh! I don't know. Can you help me out?

utterance: yes, I can help you with that are you just needing to find the the balance of your loan?

utterance: that's it that's it. That's what he needed, the balance of the loan.

utterance: OK, I can certainly help you with that let me just get some information from you real quick.

utterance: OK.

utterance: Can I have your name, please?

utterance: Kathy Feinberg, and that's Kathy with a K.

utterance: All right. And your date of birth?

utterance: My date of birth is August third nineteen eighty-seven.

utterance: All right. And your security PIN number, please?

utterance: One two one nine.

utterance: All right. And do you have the account number of the loan that you need to get that balance for.

utterance: I do. hold on just one second.

utterance: All right. No problem, just let me know when you're ready.

utterance: Got to rustle

utterance: Through these papers here, I'm so sorry. Oh! Goodness. I'm telling your what, just I'm just getting so used to to. Just getting new into this whole building and contractors and everything. Have you ever had to deal with contractor?

utterance: I have, yes.

utterance: Oh! My goodness, sometimes I just wanna pull my hair out.

utterance: I completely understand.

utterance: All right, here's that number.

utterance: All right, whenever you're ready.

utterance: Five nine one zero zero eight three nine five four.

utterance: All right, that's five nine one zero zero eight three nine five four?

utterance: Yes, that's correct.

utterance: All right. Let me pull that up. OK. And you just want the balance due for the current billing period?

utterance: yes.

utterance: OK. And all right. It looks like that it looks like that balance is going to be fifty-two thousand, three hundred and twenty-six dollars and thirty-five cents.

utterance: And that's the current payment?

utterance: no, ma'am, that is the current balance.

utterance: Oh.

utterance: Yeah, that's right. That's what I asked for, I am so sorry.

utterance: Do.

utterance: Would you like the current payment as well?

utterance: Could you tell me that too, please?

utterance: I certainly can. So your current payment is thirteen hundred and ninety-two dollars and twelve cents.

utterance: OK. Well let me see if there's anything else I'm supposed to find out.

utterance: Do you have online banking set up with us at all?

utterance: maybe. Can you can you tell me about it?

utterance: I certainly can. So online banking is a free service that we offer to our customers. And you can pretty well take care of any aspect of your account online. That you'd be normally you'll be able to do over the phone with us here and you can log on there anytime twenty-four seven. from any internet connect device and like I said, you'll be able to check the balance of your loans or other accounts that you might have with us as well as make payments. Or open new accounts, apply for loans, change contact information.

utterance: Uh-huh.

utterance: There's just all sort of stuff that you can do on there that makes it really easy and all that information right at your fingertips.

utterance: Well, that certainly sounds exciting and I think that would be very helpful, I wouldn't have to keep making these phone calls then. OK. Well, I don't think I was supposed to find anything else out? I think I'm doing pretty good.

utterance: All right. Well, would like me to get the online banking set up for you while you're here?

utterance: Can you do that?

utterance: I certainly can.

utterance: Oh! That'd be great. What do I need to give you to find that out?

utterance: gimme just a minute here, let me switch screens.

utterance: OK.

utterance: OK. Can I have your email address, please?

utterance: Yes, that's Kathy with a K, L Feinberg and that's spelled F E I N B E R G at Gmail dot com.

utterance: All right. And I am sending an email for that address and you should see that here in just a couple of minutes, and that email will have a link in it and that is a time-sensitive link, so do please click on that as soon as you can. And that link will take you to a page that will provide you with your user name and have you set up a temporary a password for your account and then it will guide you through the rest of the process.

utterance: that's awesome. Sounds like you guys got it all all set up for me.

utterance: Yes, we streamlined this process to make sure that. Our customers can get on with online banking as easily as possible.

utterance: Well, thank you so very much I appreciate it.

utterance: Not problem. Is there anything else I can assist you with today?

utterance: I think I'm good.

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

utterance: You as well.

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: Hello Natasha. I'm calling to get more information about this letter I got from your bank. It says something about my business current account benefit. I was interested in hearing how to limit employee spending. Can you help me with that please?

utterance: I certainly can, sir, help you with that. It looks like we've sent out some flyers about setting up credit card accounts with our for our clients. a lot of our business accounts actually have employees, and sometimes they wanna set up separate credit card accounts that's attached to their credit card so that those employees can only have so much to spend when they use it for business expenses. Were you interested in setting up a new credit card for one of your employees?

utterance: yes.

utterance: OK sir, I can certainly help you with that. give me just one moment while I set up this information in our system.

utterance: OK,

utterance: OK sir, let me, I'm going to need a little information from you so that I can actually set up a new credit card. is that OK with you?

utterance: Yes it is.

utterance: OK sir, just give me one moment.

utterance: OK.

utterance: OK first of all I'm gonna need your first name, and last name please.

utterance: yes Gabriel Robertson.

utterance: All right, Mr. Robertson, can I have your date of birth?

utterance: yes. Ten, twenty-four, nineteen seventy-four. and my social security is nine one five, six six seven zero three nine, in case you needed it.

utterance: All right, thank you so much for that information, sir. Could I have your customer PIN please?

utterance: yes my my old PIN was five four three nine nine. But I changed it to four four nine five four nine. I'm not sure I'm not sure if it's updated.

utterance: yes sir it looks like it's been updated in our system to the nine PIN. So you can make a note of that in the future.

utterance: OK.

utterance: OK sir, and I'm gonna need the credit card number for the account on file.

utterance: yes. The credit card for the thing on file Is let's have a look, four three, four five, three nine six eight five four, eight eight two three, three six two eight.

utterance: OK sir that number was four five three nine, six eight five four, eight eight two three, three six two eight?

utterance: Yes.

utterance: All right thank you so much sir. And could you give me the new user first name, please?

utterance: The new user first name it's over there. New Angela.

utterance: OK, A N G E L A?

utterance: Yes.

utterance: All right, sir. Could you give me the last name of that new user as well?

utterance: Nicholes.

utterance: All right is that Nicholes N I C H O L E S?

utterance: L O S.

utterance: OK, N I C H O L S.

utterance: Yes.

utterance: All right sir, thank you so much for that. And do you have the social security number for that new user?

utterance: Yes, it is nine one five six one, five six eight zero.

utterance: OK sir, that number was nine one five, six one five six, eight zero.

utterance: Yes.

utterance: OK sir, and what is the desired limit for that user?

utterance: five hundred.

utterance: All right, you want her limit to be five hundred. All right. And could you give me the shipping street address for this new card?

utterance: Yes.

utterance: yes, four five nine Broadmore Lane.

utterance: OK, and the city please?

utterance: Seattle.

utterance: And the state as well?

utterance: Washington.

utterance: And could you give me the ZIP code for that location?

utterance: Nine eight one one nine.

utterance: OK sir, so you said the address is four five nine Broadmoor Lane, in Seattle Washington, ZIP code nine eight one one eight.

utterance: Yes.

utterance: Oh sorry nine eight one one nine. I'm so sorry sir. All right, and have you picked out identification PIN for this new user?

utterance: Nine.

utterance: Yes it is seven five six oh nine.

utterance: OK seven five six oh nine.

utterance: Yes.

utterance: All right, and could you give me the date of birth for this user please?

utterance: Yes, six, fourteen, nineteen seven eight.

utterance: All right, sir, and could you give me just one moment while I enter this information into our system, please?

utterance: Yes I can. boy, this day, well this day has been really long for me. I have, I have clients contacting me all day, back to back. I bet you know exactly what I mean. and what I'm talking about. How's you day been so far?

utterance: Oh, sir, it's actually been pretty quiet around here today. But I understand exactly what you mean. I've had those days where it seems I'm never gonna get off work fast enough.

utterance: OK, Mr. Robertson, I've entered this information into your into our system. Your new card will be sent out right away. It should be available for you in the next two to four business days. At the latest you should get it next Thursday. It's going to be shipped to four five nine Broadmoor Lane, Seattle, Washington, nine eight one one nine. So keep an eye out for your mail to make sure you get that card as soon as possible. All your beginning information will be sent as well with that card, so any information you need will be right there at your fingertips.

utterance: Thank you.

utterance: All right, sir. Thank you so much for your time and patience, Mr. Robinson. Is there anything else I can help you with?

utterance: no, that's about it.

utterance: All right, thank you sir, my name again is Natasha. I hope you enjoy the rest of your day.

utterance: You too.

utterance: Thank you, bye bye.


utterance: Good morning, this is Van with Intellibank. How may I help you?

utterance: Hi Van. I have I have the cashback card with you guys.

utterance: Mhm.

utterance: I've had it for, I wanna say four years now?

utterance: OK.

utterance: yeah, I've been with you guys for four years, and I'm, I'm, I've been always happy with the service.

utterance: Mhm.

utterance: But recently, you know, I've accepted a couple more things into my life that are taking up my attention.

utterance: Mhm.

utterance: I've just I just recently had twins.

utterance: Oh congratulations.

utterance: Thank you. so I had that going in and I'm starting a new job next month and on top of taking care of my mother who just got out of the nursing home

utterance: Mm.

utterance: She decided she wanted to move in with me. They weren't, they weren't treating her the best there.

utterance: OK.

utterance: so I have, I have a things a lot of moving parts going on in my life right now.

utterance: Mhm.

utterance: And I'm finding that it's a little hard for me to keep on top of my finances.

utterance: OK.

utterance: And I, I don't want to be forgetting to pay my credit card.

utterance: OK, well it sounds like you want to make automatic credit card payments then.

utterance: Yes, yes I think that's, I think that's what I wanna go ahead and do. Can you set me up with that today or do I need to you know, do that online or?

utterance: OK.

utterance: No, we can, we can absolutely set you up. I'll just need to have a little bit of information and then we'll go from there.

utterance: OK great.

utterance: So to start off, what is your full name and date of birth?

utterance: My name is Nessa Leggot.

utterance: Mhm.

utterance: And it's N E S S A, last name Leggot L E G G O T.

utterance: OK.

utterance: And date of birth, December seventh, nineteen ninety-four.

utterance: OK, all right.

utterance: And what is the credit card you have with us?

utterance: OK, so I don't actually have my credit card on me. Would you mind if I took a minute to go get that?

utterance: Mhm.

utterance: Yeah. Yeah, by all means.

utterance: OK. Just. I'll, I'll be as quick as possible. I'm so sorry.

utterance: All right.

utterance: Mhm. Mm.

utterance: OK. I am ready with my credit card. Sorry sorry for making you wait.

utterance: Oh no, not at all. OK what do we got?

utterance: OK, it's two seven one nine.

utterance: Two seven one nine.

utterance: Seven seven six five.

utterance: Seven seven six five.

utterance: Four three one three.

utterance: Four three one three.

utterance: Two two one eight.

utterance: Two two one eight, and what is the PIN for that credit card?

utterance: One two six seven.

utterance: One two six seven. OK.

utterance: All right, great. So you said you want to make the automatic credit payments so.

utterance: Mhm.

utterance: How much are you looking to put on?

utterance: could you let me know what my balance is?

utterance: Well currently your balance is at one thousand three hundred and eighty-eight dollars.

utterance: OK. And if I wanna go and do the automatic card payments is that, can it be every month or every week?

utterance: Mhm.

utterance: It. It's usually every month, but if you want to make it every week we can do that as well.

utterance: no that's OK. We can, we can stick with every month.

utterance: OK.

utterance: trying to think how much I can really afford to be paying every month.

utterance: Mm.

utterance: Would it be OK if I did just a hundred dollars every month?

utterance: Yeah. Yeah we can do a hundred dollars.

utterance: OK.

utterance: OK. Hundred and what is the bank account number and routing number that you're gonna be paying?

utterance: OK so the bank account number is five five six eight.

utterance: Mhm.

utterance: Seven seven three one.

utterance: Seven seven three one.

utterance: Two one two seven.

utterance: Two one two seven.

utterance: Four four one nine.

utterance: OK.

utterance: And then the routing should be three five six seven four three one two.

utterance: Four three one two. OK. OK that's great. And do you want that payment today? Do you want.

utterance: you can go ahead and do it today. My my niece is actually having a a birthday party this weekend.

utterance: OK.

utterance: Oh.

utterance: so if you, if you do it today I'll have I'll have my finances more in order and I'll know, like, how much money I really should be spending on her gift.

utterance: OK. Well, all right. So then we want to make this a recurring payment of a hundred dollars on the fifteenth of every month is that correct?

utterance: Mhm.

utterance: Yes.

utterance: OK. Let me put that in there.

utterance: Do.

utterance: Yep and we are good to go. Is there anything else I can do for you today?

utterance: no, I, I think you've answered all my questions. Thank you so much.

utterance: Well, thank you for being a wonderful customer at Intellibank and you have yourself a great day.

utterance: Thank you.

utterance: All right, bye bye.


utterance: Thank you for calling Intellibank. This is Amar Blackheart. My agent number's six four three four four two. How can I assist you today?

utterance: I'm calling cuz I'm checking the United States Consumer Price Index.

utterance: OK, I can help you with that, sir. If you give me a moment let me pull up this system.

utterance: OK. Let's start with your first and last name and your date of birth please.

utterance: Tyrone Mills. my address is ten Miami Beach, Florida. Fort Fort Lauderdale. My date of birth is four eleven nineteen eighty-six. my ZIP code is three three one seven eight. My social security number is four five five five five six four five five.

utterance: OK, thank you for that information, but we're gonna have to go back over it a little bit because my system only allows me to go through certain pieces at a time.

utterance: Can I have your last name again please?

utterance: Mills.

utterance: Thank you. May I have your social security number?

utterance: Four five five five five four six five five.

utterance: Great. Can I have your address?

utterance: Ten Miami Beach, Florida. Fort Lauderdale.

utterance: And your ZIP code.

utterance: Three three one seven eight.

utterance: And your date of birth.

utterance: Four eleven nine nineteen eighty-six.

utterance: Thank you, and may I have your PIN code please?

utterance: my PIN code is twenty-two eleven.

utterance: OK, let's try that again. The system is showing that that is not correct. May I try the PIN code again please?

utterance: Eleven twenty-two.

utterance: Thank you, and your driver's licence number and state?

utterance: I don't know. Let me find my driver's license.

utterance: here we are.

utterance: Of Florida.

utterance: A one two three four five five seven nine zero one zero.

utterance: Thank you so much and may I have your email address?

utterance: I don't know at Gmail dot com.

utterance: Thank you, and can I have your business name?

utterance: Johnny Ronnie's Auto Sale.

utterance: Thank you, and the. Are you the sole owner?

utterance: Yes.

utterance: Thank you, and can I have the business establishment date?

utterance: Ten eleven ninety-five.

utterance: Thank you, and your gross sales. I'm sorry, gross annual sales.

utterance: One point two mil.

utterance: Thank you, and your tax ID.

utterance: My tax ID is one seven four nine five three three four.

utterance: Thank you for that.

utterance: And can I have your business street address?

utterance: Our business street address is twenty-two ninety-five Saint Pete Drive, Dallas, Texas. Seven seven zero six four.

utterance: Thank you, and may I have the mailing address?

utterance: Would you like that I'm sorry, would you like your mail sent to your personal or your business address?

utterance: My personal.

utterance: Thank you. Could you repeat your personal address?

utterance: Ten Miami Beach, Florida, Fort Lauderdale.

utterance: ZIP code three three one seven eight.

utterance: Thank you, and may I have the loan amount?

utterance: One point five million.

utterance: Thank you, and your loan purpose.

utterance: customs.

utterance: Thank you, and the loan terms.

utterance: Ten years.

utterance: Thank you. OK, may I ask the category of consumer good for which the consumer price should be calculated.

utterance: Twenty-five percent.

utterance: Thank you, and how long do you want this to be applied?

utterance: Five years.

utterance: Thank you.

utterance: Hold on please and let me apply this information.

utterance: Thank you for that information, sir. We'll go ahead and get that applied.

utterance: It'll take about one to five business days for it to be applied. Would you like to learn about online banking so you can make this simpler for yourself so you can do this at home at your leisure?

utterance: No, no thank you.

utterance: OK. Well thank you for that.

utterance: You do have our phone number and is there anything else that we can do for you?

utterance: No, not today.

utterance: All right, sir. How is your day going?

utterance: It's going good.

utterance: OK. Is the weather good?

utterance: Yeah, the sky's blue.

utterance: Great.

utterance: What part of the country are you calling from?

utterance: The United States.

utterance: Really?

utterance: You know what? We're not in the United States. Oh, you know what? We do have other price Other items you can look into.

utterance: We do have total. I'm sorry, business total checking or we can offer savings accounts.

utterance: Would you like to learn about any of that?

utterance: No, no thank you.

utterance: What about any of our investments accounts?

utterance: The saving gross.

utterance: OK, you mean the the intel wealth management.

utterance: Yes.

utterance: OK then we'll go ahead and get you that information to your inbox as well.

utterance: You're welcome to log on to online to do that, and thank you for calling Intellibank. You have a great day.

utterance: You too.


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

utterance: Hi. Yeah, I got some kinda notice in the mail about my Intellibank gold card. It says it says something about an easier way to make payments. Could you tell me more about c- c- could you tell me more about that, please?

utterance: Oh, yes, sir. We're currently offering our customers with an Intellibank gold account card automatic credit card payments over the phone or online. Would you like to set up an automatic credit card payment with us today?

utterance: yes. Yes, please.

utterance: OK, sir. I'm gonna need a little bit of information from you so that I can access your account and set up this automatic payment each month. Is that all right with you?

utterance: Yeah, that's all right.

utterance: OK, sir. Let me pull up this information on file here.

utterance: OK.

utterance: All.

utterance: Right. OK, sir. Can I have your first and last name, please?

utterance: Yes, my first name is Gabriel, my last name is Robinson.

utterance: All right, Mr. Robinson. And can I have your date of birth next?

utterance: Yes, my date of birth is ten twenty-four one nine seven four.

utterance: OK, sir. You said ten twenty-four ninteen seventy-four, correct?

utterance: Correct.

utterance: And could I have the PIN associated with your credit account, please?

utterance: Yes, the PIN is four four nine five four nine.

utterance: All right, sir. Thank you for that. And next I'll need that credit card number you're gonna start this payment on.

utterance: All right. The credit card number is four five three nine six eight five four eight eight two three three six two eight.

utterance: OK, sir. To verify, that number was four five three nine six eight five four eight eight two three three six two eight. Is that correct?

utterance: Correct.

utterance: All right. Thank you so much, Mr. Robinson, for verifying that information. Could you give me the account number you would like to use to make this payment on, sir?

utterance: Yes, that account number is four zero nine five five two three one five seven.

utterance: All right, sir. That was four zero nine five five two three one five seven, correct?

utterance: Correct.

utterance: OK, sir. And I will need the routing number next for this account.

utterance: Yes, the routing number is five one one three four three six seven eight.

utterance: OK, sir. You gave that number is five one one three four three six seven eight. Is that correct?

utterance: Correct.

utterance: All right, sir. Give me just one moment while I insert this information into our system.

utterance: OK. Oh, man. Sure, sounds great. So, Jenna, any plans for the and plans for the weekend?

utterance: No, sir, I actually don't have any plans for this weekend. I've been actually out every weekend helping my sister unpack. God, she's been moving to Seattle next month. So I'm gonna take some time off this weekend.

utterance: Oh.

utterance: You have any plans for this weekend, Mr. Robinson?

utterance: No.

utterance: All right, sir. Let me look up your information in our system.

utterance: OK.

utterance: It looks like you have a current balance of four thousand three hundred dollars. Your normal due date is around the twentieth of each month. And your balance payment is usually around one twenty-five. So how much would you like to schedule this recurring payment for?

utterance: that one twenty-five, it sound great.

utterance: OK, sir. I'll go ahead and set that up as one twenty-five per month from here on out. And did you want a different date to set up your payment for?

utterance: you have anything on the twentieth?

utterance: yes, sir. Your normal due date is the twentieth. So you'd like to go ahead and go with that day?

utterance: Yes, yes. I'll keep that same date.

utterance: OK, sir. I'll go ahead and set that up in the system as a recurring payment to be debited from this account on the twentieth of each month from here on out. Sir, this will be debited each month until the balance is exhausted on your account. Your last payment may be less than the one fif- one twenty-five that you normally process but you'll get a notice to let you know exactly how much is due each month, sir.

utterance: Oh, OK.

utterance: You will also get a receipt via email and through your mail about the amount that is currently due and how much your payment has been processed, sir.

utterance: All right. Sounds great.

utterance: And I believe you're set up for text alerts as well so you will get an alert each time that due date comes into comes closer.

utterance: OK. That sounds good.

utterance: All right. And, Mr. Robinson, for your for future reference. If you would like, you can go online at Intellibank dot com and if you have online banking access, you can access this information over the phone or on your app or on the internet so you can actually access this twenty-four hours a day so you can actually schedule any type of payments you would like from here on out.

utterance: Oh, OK. Thank you.

utterance: Thank you so much, sir. Is there anything else I can help you with today, Mr. Robinson?

utterance: No, that's it.

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

utterance: Thank you.

utterance: Thank you too, sir. Bye bye.

utterance: Bye bye.


utterance: Thank you for calling Intellibank. My name is Stephen, how may I help you today?

utterance: can you tell me what types of small business loans that you offer?

utterance: Of course. so we offer a variety of loans. Are you asking specifically about Small Business Administration government-backed loans or small business loans in general?

utterance: I believe it's the government-backed loan.

utterance: OK, yes. We offer the SBA seven A loan and the SBA five oh four loan and the seven A loan is just a general loan for multi-purpose use loan and the five oh four is specifically for real estate purposes.

utterance: OK I'm not sure I would qualify for either of those loans.

utterance: OK well I can run your credit report as we do offer that as a free service that you can get a copy of your credit report free of charge every three months and that may help you in determining as to whether or not you qualify for an SBA loan.

utterance: OK that sounds great.

utterance: OK, yes, I can certainly help do that for you. Can I have your first and last 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 then for your security may I have your PIN number?

utterance: One zero six two.

utterance: All right, thank you very much, Mister Thomas. And how would you like to receive the copy of your credit report. Would you rather have it mailed or sent to your email electronically?

utterance: I believe I'd like to have it mailed.

utterance: OK, I can certainly do that for you. And can you verify the mailing address that is on file for you?

utterance: OK. I have recently moved and I don't know if you've got my old or new mailing address but I will give you both of them.

utterance: OK, well whenever you're ready do go ahead.

utterance: My old address is thirty-six Edgemont Lane, Canyon Country, California nine one three eight seven and my new address is seventy-six Sunbeam Drive Canyon Country, California, nine one three eight seven.

utterance: OK, yes. It does look like we have the thirty-six Edgemont Lane address on file for you. Would you like me to go ahead and update that to your new address?

utterance: That's correct.

utterance: OK and can you give me that new address one more time, please?

utterance: Seventy-six Sunbeam Drive Canyon Country, California nine one three eight seven.

utterance: All right and let me just make sure I got that correct. That's seventy-six Sunbeam Drive. And in Canyon Country, California, ZIP code nine one three eight seven.

utterance: That's correct.

utterance: All right, perfect. I've got that information updated for you and I will get that credit report mailed out to you as soon as possible and is there anything else that I can help you with?

utterance: yes I have a total business checking account.

utterance: Did you mean a business total checking account, sir?

utterance: Yes and I would like to check the balance on that, please.

utterance: OK, I can certainly help you with that, as well. may I have the account number for that account?

utterance: OK, hang on just one second while I while I get it.

utterance: All right, no problem. Take your time.

utterance: OK, I've got it.

utterance: All right, sir. Whenever you're ready if you'll just read me that account number.

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

utterance: All right, that's seven three zero six nine five six eight two nine, correct?

utterance: That's correct.

utterance: All right, thank you. Let me pull that up. And you would just like to know your current balance?

utterance: Yes, please.

utterance: All right. That balance is going to be five thousand two hundred and thirty-seven dollars and eleven cents.

utterance: OK, sounds good.

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

utterance: what other type of services do you offer?

utterance: Yes, sir. We offer three tiers of corporate credit cards, as well as our two tiers of checking accounts. We offer an Intellibank Smart savings account and an Intellibank Wealth Management investment account and then we also offer the loans that I mentioned previously.

utterance: OK, that sounds great.

utterance: All right, sir, is there anything else today?

utterance: I can't think of anything.

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

utterance: All right, thank you.

utterance: Thank you.


utterance: Good Evening. Thank you for calling Intellibank My name is Kate. How may I help you tonight?

utterance: Hi how's it going? So . What?

utterance: You said how's this going and I was saying it's good.

utterance: Oh it's that's great. I'm doing really good too, it's been a real nice day.

utterance: Mhm.

utterance: Good.

utterance: Good.

utterance: So. First things first. I would like to change the email address on my account.

utterance: OK. Perfect. I can do that for you. May I start by asking your first and last name.

utterance: Yeah. It's Rodger.

utterance: Is that R O D G E R.

utterance: Yeah it's Rodger with a D.

utterance: OK and your last name please?

utterance: OK, Bradshaw. B R A D S H A W.

utterance: OK. OK and may I please have your four digit PIN number?

utterance: Sure thing it's nineteen seventy-two.

utterance: Nineteen seven two. All right very good and can you please verify your date of birth for me?

utterance: Yeah, so it is September fifth nineteen ninety-one.

utterance: OK.

utterance: My.

utterance: Got it. All right so I'm pulling up your information here.

utterance: Yeah.

utterance: thank you.

utterance: All right, thank. Go ahead.

utterance: Just had this old.

utterance: Email address for so long that just time I kinda changed it up I mean I made the thing when I was fifteen years old so I just figured man maybe it's time to grow up and get a get a new one.

utterance: OK. Well and well you have a few accounts with us. Do you have the same email address on all these. Pardon me I have the hiccups. I apologize. Shall we change this on all of your accounts?

utterance: No problem.

utterance: Yeah yeah that should do it.

utterance: OK.

utterance: And just to follow up, they should all be on Rodger Bradshaw nineteen ninety-one at AOL dot com.

utterance: OK, yes I do see that here.

utterance: Don't see the AOL address very much any more.

utterance: Yeah I'm

utterance: You need just deleted all the others. Might as well .

utterance: Sure. So I'm.

utterance: I'm just verifying this is is in the checking account, the savings.

utterance: Yes.

utterance: And your term secured loan. OK. All right, and what is the new address so I can do that all at the same time?

utterance: That's right.

utterance: Rodger Bradshaw Cool nineteen ninety-one at Gmail dot com.

utterance: Ok great.

utterance: Should add in that.

utterance: All right so I'm just gonna put you on a brief hold. I'm gonna delete the old email for all three accounts and I'm gonna update it. I'll also send out an email confirmation. All right, I'll be back in about fifteen seconds.

utterance: OK.

utterance: Fantastic.

utterance: I appreciate it.

utterance: Mhm.

utterance: Actually, there we go. It took me, it was a lot faster than I thought. it's all taken care of.

utterance: Great. So there's another reason that I wanted to call. First off I'm thinking of getting a corporate credit card. Specifically the platinum card.

utterance: OK. Not a problem. I can help you with that. we actually have two different types of card. our our highest esteemed card is the gold card. And then we also have a silver card. So a gold card is probably your version of a platinum card.

utterance: Is is that like a Halloween deal, the ghoul card?

utterance: a Halloween deal?

utterance: Yeah, you're calling it the ghoul card.

utterance: The gold card, I apologize. G O L D.

utterance: Oh, sorry.

utterance: Sorry.

utterance: Called it by the wrong name.

utterance: No.

utterance: That's OK. A gold card. And the benefit between a gold card versus our silver card both of them will have no fees associated but you can earn points with the gold card.

utterance: All right.

utterance: Great. All right so yeah I think I'd like to apply for a corporate credit.

utterance: OK I can do that for you right now.

utterance: Great.

utterance: All right so we'll do this under your name of Rodger Bradshaw.

utterance: That's right.

utterance: OK. And what is the address for your business?

utterance: Three one zero Lanckersham Boulevard. That's in Los Angeles California. Nine zero two three one.

utterance: OK great and is your mailing address also the same address?

utterance: Same address, yes.

utterance: OK wonderful. Your social security number?

utterance: Two one eight five nine eight two three four.

utterance: OK. Your driver's license number?

utterance: Y seven four three two six eight.

utterance: OK. And since we just changed your email address I will use your new email address for this. I just copying and pasting that.

utterance: That's real cool.

utterance: Thank you.

utterance: Are you the sole business owner?

utterance: Yes I am.

utterance: OK and what year did you establish your business?

utterance: It was twenty seventeen.

utterance: Great. And your gross annual sales?

utterance: Right now it's fifty-seven thousand dollars.

utterance: OK, perfect. Last, I just need your tax ID number.

utterance: Two one six five four three eight one two five.

utterance: OK. Well that completes the application I actually at the same time just sent you a link to your email address. You'll just need to upload a photocopy of your driver's license and your tax ID number. and then after you do that you'll get the results of the loan within seven to ten business days.

utterance: Great, thank you so much.

utterance: Oh you're very welcome Rodger, is there anything else I can do for you?

utterance: That should.

utterance: Do it.

utterance: Have a great day.

utterance: You too.


utterance: Thank you for calling Intellibank, this is Laurie. How may I help you today?

utterance: Hi, Ms. Laurie, I need you to do me a favor. I need to get a copy of my loan statement.

utterance: I believe you can email it to me instead of mailing it, I'm trying to buy a house right now, and the lender needs to see all of my finances before I get approved, including any loans that I have. at the moment.

utterance: Sure, sure. Not a problem. I can help you with that.

utterance: OK. I do wanna let you know I can I get it today? I'm like, are you sure you'll be able to like do it right now and get it to me today. It is very, very, very important.

utterance: Absolutely, ma'am. I just need to get some information from you, OK?

utterance: Sure, no problem. What do you need from me?

utterance: Sure, can I get your full name and your date of birth, please?

utterance: Yes, it is Alexandria Lopez. If you do need me to spell it, I will.

utterance: Sure, go ahead with that.

utterance: It's L O P E Z as in Zebra. And my birthday is six six eighty-two.

utterance: Thank you Ms. Lopez. That was six six eight two?

utterance: Yes, ma'am.

utterance: All right, one moment please while my account system updates, OK.

utterance: Sure, not a problem.

utterance: How's your day going?

utterance: It's going really well. You know just kinda cleaning around the house. The kids are home. You know they have the day off of school, so they are like running around amuck through my house and trashing it as usual.

utterance: Oh, I understand how that goes completely.

utterance: let me guess, you have kids.

utterance: Oh, yes, yes I do.

utterance: Twins.

utterance: Oh, wow. I don't think I would be able to handle twins. I heard they are a handful.

utterance: Oh they're a handful and a blessing at once, you know how that goes.

utterance: It's one of those things. Blessing in disguise.

utterance: All right, ma'am. thank you very much. Can I please get your account number?

utterance: Sure, so give me one second. I'm sorry, I thought it was on a piece of paper in front of me, and I do apologize. I have to go grab it.

utterance: Sure, no problem.

utterance: OK, I'm on my way back. Give me one sec.

utterance: No problem, ma'am. Take your time.

utterance: OK, are you ready?

utterance: Yes, ma'am.

utterance: OK, so my account number is three eight seven eight five two nine seven one three.

utterance: That was three eight seven eight five two nine seven one three?

utterance: Oh, OK. oh, wait.

utterance: give me a second. I am so sorry, I don't have my glasses on. I can't really tell if that's a eight or a six.

utterance: Sure, no problem, ma'am.

utterance: Trust me it's not full getting old, being blind as a bat.

utterance: Oh, oh.

utterance: Where are my glasses? Let's see.

utterance: OK.

utterance: I'm so sorry. I did find my glasses and I do apologize, I gave you the wrong number. So, it was the six five, not eight five. So, let's read it again.

utterance: It is three eight seven six five two nine seven one three.

utterance: Not a problem, ma'am. Let me just repeat that back for you one more time OK? That was three eight seven six five two nine seven one three?

utterance: Sure.

utterance: Yes, that is the correct one. So sorry.

utterance: That's OK. Quite OK. And your PIN number, please.

utterance: OK, my PIN number is eight two eight two.

utterance: Thank you very much for that information.

utterance: Not a problem.

utterance: All right. I have it all here for you. Would you like me to email that right now to you, or would you want it in a regular mail?

utterance: No, I would like you to email it to me. I don't do mail because I've had it stolen from me in the last few weeks. And, this is something I need so that I can purchase this house, and finally be a first time owner.

utterance: I understand, and I do apologize. You did say in the beginning of the call that you needed this right away.

utterance: Yes, I did. That's why I I also wanna make sure like I said, it's very, very important. I wanna get it today so that I can, I'm supposed to bring it to the lender tomorrow morning at like nine a.m..

utterance: I understand. So, let's just verify your email address so we'll be able with no hiccups, OK?

utterance: Sure, no problem.

utterance: Your

utterance: Email address again on file here, I have A Lopez at Gmail dot com, is that still correct?

utterance: Yes, but just so you know, I don't know if it matters or not, but that A Lopez is all capital.

utterance: Absolutely, thank you for that information.

utterance: All right. Well, you should have that email sent to you momentarily. You want me to hold for a minute while you wait?

utterance: no, it's OK. Something, I have it where it's on notifications and I believe it just popped up on my phone.

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

utterance: Nope, that was it. And I appreciate your help.

utterance: You're very welcome. Have a great day.

utterance: You too, thank you. Bye bye.

utterance: Bye bye.


utterance: Thank you for Intellibank where we value our customers. This is Brenda. How may I help you?

utterance: Yes. I need to get a copy of my loan statement, please.

utterance: I can help you with that. Who am speaking with today?

utterance: It's Jill Baker.

utterance: And do you prefer that I call you Jill or Miss Baker?

utterance: It doesn't matter. Please, just call me Jill. I I appreciate it. Just call me Jill, that's fine.

utterance: All right, Jill. So, you're wanting a copy of your loan statement. What type of loan do you have with Intellibank?

utterance: So, it's a structured loan.

utterance: OK. So, Intellibank does not offer a structured loan. Could you possibly mean one of our secured loans, Jill?

utterance: Yes, I'm sorry. That is what I meant. I'm I'm sorry. That was a total slip.

utterance: Not a problem, Jill. OK, Jill. So, what I would need to do is just confirm some information from you. What is your account number?

utterance: Can you hold on one second while I look it up. Give me one second. it's three four six, zero two, nine nine eight.

utterance: All right, Jill. And what is the name of your business?

utterance: It's Johnson Controls.

utterance: OK, Jill. And can I also get your date of birth?

utterance: Yeah, so it's March second, nineteen eighty. And then my social is seven three eight, eight three, zero nine eight nine.

utterance: All right. Thank you for that. Your social's actually not gonna be necessary, but the account does have a four digit PIN number on it for security purposes. Could you also share that PIN number with me?

utterance: Yeah, so that's six four seven eight.

utterance: OK, and what city and state do you live in?

utterance: I'm in Kansas City, Missouri.

utterance: And can you give me your street address?

utterance: Yeah. It's two two one Fued Road, Kansas City. And it's seven three eight two zero.

utterance: OK, did you say Food Road?

utterance: It's Fued, like F U E D.

utterance: OK. All right, Jill. And can I also get an email for you?

utterance: Yeah. So, it's J Baker at Johnson Controls dot com. It's J as in Jill, Baker at Johnson Controls dot com.

utterance: OK Jill. what periods are you wanting those loan statement for?

utterance: I mainly just need twenty twenty. Can I get just twenty twenty, the whole year?

utterance: Yeah. I can get that sent for you. what I'll do is I'll also set you up for email alerts. And essentially what that is is that's just you'll receive an alert once your monthly statement is available online and then you can log into your online banking and download your statements from there. I do want to let you know that you are able to to download any of your loan or banking statements through your online banking by just simply going in logging into your account and choosing the tabs at the top. You'll choose your loan statement there'll be a button that says additional options. You'll click on the additional options and then from there it'll say view statements. You can click on your view statements and then from from there you can break it down. There's a drop down box that'll break it down for different options. You can do it by year, by month. once you break it down, it will give you the option to either print that or to download that. So, there is some options there if you also want to download other statements in the future. Or you can always call us here at Intellibank and we can do that for you as well.

utterance: OK. I'm sorry. I didn't realize I could print them out, so I didn't have to call you. I apologize about that.

utterance: That's no problem at all. give me just a moment, OK. I'm gonna get this processed for you and get that statement emailed over to you. Give me just a moment, OK? did you want me to cancel those paper statements for you?

utterance: No. I mean I I still use them. I just I merely want to just get this one. So, if you don't mind just letting them stay as they are, that's how I'd like to keep them.

utterance: That's no problem. All right, so I won't get that canceled for you. Let me get this transferred over and get all these emailed to you. OK?

utterance: OK. Are you in Missouri?

utterance: I am.

utterance: And how are you feeling about the weather today? It's been awful rainy all day.

utterance: I I mean it. I've been inside so I haven't really gotten to experience a lot of it. I can hear it outside but you know for the most part I don't mind the rain. I I I kind of like it.

utterance: I know but it's been so extreme. So it's it's been. It's like flooding everywhere. I mean that part's pretty extreme. I like the rain too, just when it's you know a little more mild than it's been this time around.

utterance: Yeah. I didn't realize that it was flooding places. yeah. That's that's not a good part of it. I mean I like the rain when it's more like drizzly and not you know a torrential downpour I guess. But, hopefully that well it sounds like this might start to lull off around six p.m. today, so hopefully that'll get things dried up and we can kinda get some normalcy back and get that flooded stopped. Jill, I do want to let you know that I've emailed these statements over to you. I do want to let know that because there's some confidential information in there, it is gonna require your passcode in order to open those attachments. So, in this instance, your passcode is actually gonna be the last four digits of your bank account number. So, whenever you go to to open the email, it's gonna ask for that passcode. If you'll just put those last four digits in, that should act as your four digit passcode and you should be able to access those. I've got all that information sent over to you. so you should be able to receive it. Or you should receive it by now. I don't have you logged. I don't have you set up for the paper statement cancellation, so you'll continue to get your paper statement. so everything else should be good to go. Was there anything else that I could do for you today?

utterance: No, I don't think so. So you've got them emailed to me and then I'm still gonna get my paper statements. But I won't get my paper statement this month or will I get my paper statement for this month?

utterance: Yeah, so you'll still get your paper statement for this month. I did the annual twenty twenty for the other statements, so it I mean it will include what is what was available for this current period, but it looks like your statement won't generate for like another ten days on this current period. So, you will still get your statement as normal for the following month.

utterance: OK. Thank you, Brenda. I appreciate it.

utterance: No problem at all, Jill. I just want to thank you for choosing Intellibank. You have a great day.


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

utterance: yes, I'm calling to set up an automatic credit card payment. Can you help me with that please?

utterance: I certainly can sir. I'll need to get a little bit of information from you so that I can go ahead and set up that payment. Is that OK with you?

utterance: yes that's OK.

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

utterance: Yeah, first name Gabriel. Last name Robinson.

utterance: All right Mr. Gabriel Robinson I will need your date of birth next.

utterance: Yes, my date of birth is ten twenty-four, one, nine, seven four.

utterance: OK you said ten, twenty-four, nineteen seventy-four?

utterance: Yes ma'am.

utterance: OK thank you so much sir. Could I have your PIN for that account please?

utterance: Yes my PIN for that account I believe is four, four, nine, four, four, four, I mean four, three, nine. that's the wrong PIN number just a minute.

utterance: All right sir, take your time.

utterance: OK. It is four, four, nine, five, four, nine.

utterance: OK sir you said the number is four, four, nine, five, four, nine?

utterance: Yes.

utterance: All right. That looks like the number you have on your account with us so that is good. And could I have the credit card number for the account in question sir?

utterance: OK.

utterance: Yes, the credit card number is four, five, three, nine, six, eight, five, four, eight, eight, two, three, three, six, two, eight.

utterance: OK sir to verify that number was four, five, three, nine, five, four, eight, eight, two, three, three, six, two, eight. Is that correct?

utterance: Yes, that's correct.

utterance: OK thank you so much sir. And could you give me the account number you're gonna want to make this payment from please?

utterance: yes. Excuse me. That account number is four, zero, nine, five, five, two, three, one, five, seven.

utterance: OK sir again that number was four, zero, nine, five, five, two, three, one, five, seven?

utterance: Yes ma'am.

utterance: All right, thank you sir. And lastly I'll need the routing number please.

utterance: yes, and that routing number is five, one, one, three, four, three, six, seven, eight.

utterance: All right sir, thank you so much for giving me all that information. could you give me the date you will want this payment due on?

utterance: yes, eleven twenty-first two thousand and one.

utterance: All right you want to set this up for eleven twenty-one.

utterance: Yes.

utterance: To begin this month on the twenty-first and then it will be debiting every month from on the twenty-first from then on out. OK?

utterance: OK.

utterance: All right sir.

utterance: Sounds good. Sounds good.

utterance: OK sir, give me just one moment while I go ahead and process this information for you.

utterance: OK. OK, thank you very much. So how's your day been so far? Are you working hard?

utterance: It.

utterance: It's been going pretty good so far sir. It's actually been pretty smooth, not a lot of customers have called in for any complaints or issues so that's actually pretty good today. That's new for a Thursday.

utterance: Oh wow. I guess nobody nobody really need help right now.

utterance: No no sir, they always need help but you know it's not been any complaining so that's good. That means we've been we've been doing pretty well so far. And how's your day been Mr. Robinson?

utterance: Oh well that's great.

utterance: so far so good.

utterance: Oh that's good to hear. All right Mr. Robinson, I have gone through and set up this payment. It will begin on the twenty-first of each month it will be the balance of due. You'll still get your you'll still get your your payment reports and you'll still have the information. Any time your payment goes through you'll get a receipt in your email or through your text messages. So you'll already know about how much that's gonna be and how much is gonna go through each month. OK?

utterance: OK sounds great.

utterance: If you have online banking you can actually sign up for text alerts so that you can get a head's up each time. Cuz sometimes you want to know exactly what's gonna go in there and make sure that you have enough to set up that account correctly.

utterance: OK.

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

utterance: I believe that is it right there.

utterance: All right.

utterance: I sure appreciate your time.

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

utterance: All right you have a good day too.

utterance: Thank you so much sir. Bye bye.

utterance: Bye bye.


utterance: Hello. Thank you for calling Intellibank. My name is Brian. May I help you?

utterance: Yeah. I am actually looking to close my business account today. And move everything out into my checking.

utterance: OK sir. No problem. May I please get your last name?

utterance: yes. Johnson.

utterance: OK Mr. Johnson. Can I get your first name?

utterance: Mike.

utterance: OK. Is the account listed under Mike or is it there a longer name?

utterance: it should be under Mike.

utterance: OK. Great. may I get your pin please?

utterance: sure. It's four six oh seven.

utterance: OK. Mr. Johnson. Thank you very much. I just have to ask a couple of more questions just to verify your identity and make sure that you're closing the correct account. can I please get your date of birth?

utterance: Sure.

utterance: yeah. It is August third nineteen eighty-four.

utterance: All right. There we have it. Yes sir. thank you for calling today. Although I'm sorry to hear that you'd like to close your account. may I ask you why you would like to close your account?

utterance: Ooh actually unfortunately I I'm shutting down the business. The the last couple of years have been pretty rough on us and I just can't can't keep her going. So Just you know taking care of all the loose ends here as we fold up shop.

utterance: OK sir. Sorry to hear that but .

utterance: I appreciate

utterance: That. Thank you.

utterance: Happy to hear that you know you still have some money in in this account and you're not.

utterance: Little bit.

utterance: Little bit.

utterance: It's good. It's good and you know hopefully someday if somethings turn around you know maybe you can open another camper just down the road.

utterance: If if that happens you you guys will definitely be the the bank I come to. You've been great.

utterance: Oh great. Mhm very happy to hear that. thank you very much. So I see you have your business account with us and I see that you have in your account thirty-three thousand one hundred and seventy dollars and seventeen cents. So you would like to transfer all this money out when you close your account?

utterance: Yeah. All of that out to my checking account and then close it.

utterance: OK.

utterance: Could I have done this another way besides calling?

utterance: no sir. unfortunately when you close your account you have to go through a representative.

utterance: OK. That's that's what I thought. I'm sorry to bother you guys with this but yeah.

utterance: Aww it's.

utterance: It's no problem. We just you know wanna make sure with a little bit more security measures just to make sure that you are actually closing your account.

utterance: Totally understand.

utterance: So what bank are you transferring or is it gonna be into an investment or where what type of accounts are you going to be?

utterance: I'm just gonna take it right into my personal checking accounts.

utterance: OK. What bank is that through?

utterance: through Wells Fargo.

utterance: OK. can you please give me the routing number for Wells Fargo?

utterance: sure. It's seven eight eight zero four six six eight one.

utterance: OK. Can I get your account number for this account?

utterance: yes. Four seven eight six three five seven four two five eight six.

utterance: All right. This is this's gonna take a second for them to link up with the with this account.

utterance: am I gonna get something that says the account was closed? Like how do I know the account was closed?

utterance: we will send out a letter today just to reconfirm that you have closed your account with us and to explain all the details of the amount and everything and of course you'll be receiving our statements which you no longer get through the mail but you know will be online. You can look it up there but we will be sending you a a a hard copy letter just confirming that you closed this account with us today.

utterance: Great.

utterance: there is a wave transfer fee for the account moving your money to Wells Fargo but our policy is that when our members close their account with us we pick up those transfer fees for this. So

utterance: Wow that's fantastic to hear. I keep getting hit with the fees left and right this is nice to.

utterance: We understand and this is why we hope that when you get your business up and running again you will come back to intelligent. .

utterance: Definitely will. Thank you so much.

utterance: No problem. Anything else we can help you with today Mr. Johnson?

utterance: that'll do it today.

utterance: Excellent. We're wishing you all the best of luck and we hope to hear back from you again one day soon.

utterance: Thank you.

utterance: Thank you.


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

utterance: Oh, hello. My name is Sharleen.

utterance: Hi.

utterance: Hi. And I'd like to schedule an appointment with an investment specialist.

utterance: Absolutely. I can go ahead and help you schedule that appointment. First I'm going to gather some information from you. First, can I have your name and date of birth, please?

utterance: OK. My name is Sharleen Peterson. And my date of birth is on the twentieth of December nineteen ninety.

utterance: All right. Thank you. And can you spell your name for me, please?

utterance: OK. That'll be S H A R L double E N and then P E T E R S O N.

utterance: All right. Thank you for that. And can I get your account number?

utterance: OK. Hold on a minute. Let me go for it.

utterance: Absolutely. No problem.

utterance: OK. My account number is three five four six six eight seven nine two four.

utterance: All right. And just to confirm that is three five four six six eight seven nine two four?

utterance: Yeah. That is it.

utterance: All right. And what day will work best for you?

utterance: I'll prefer on a Friday.

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

utterance: I prefer an in person because I haven't interacted much with the online platform.

utterance: All right. No problem. And in that case can I have your ZIP code please?

utterance: OK. That'll be seven five zero four one.

utterance: All right. Thank you. And I do see a Friday is available next week. And what time will work best for you?

utterance: Friday around the afternoon.

utterance: All right. So I see one for twelve thirty and another for two p.m.. Which one will work better for you?

utterance: the one for two p.m..

utterance: All right. No problem. All right. I have gone ahead and scheduled you next week for Friday at two p.m. at one of our branches. And you should receive an email shortly confirming your appointment and including the details of the location of your branch on that email.

utterance: Oh, OK. Thank you for that.

utterance: Absolutely. No problem. And would you like to know more about online banking so you could schedule appointments easier in the future?

utterance: Yeah, I'd like to know more about it and how to use it.

utterance: Absolutely. So at online banking at Intellibank we offer an app which you could download through the app store. And within the app you could do many things that you'd do at a branch or through customer service such as checking your account balance, checking your transactions, or making deposits such as check deposits or transfers. You can also update your information through the app such as changing your email address or phone number or address. And also you could schedule appointments through the app and you could also do all of this through our second option which is our website. However with our website you can not make any check deposits. That will only be through the app.

utterance: Oh, OK. So it's only the cash deposits that I have to make in person through the ATM or the nearest branch, right?

utterance: Correct. With cash deposits you'll have to go to a branch or to a ATM machine. Correct.

utterance: OK. But for they are the services I can easily access through the website or through the app.

utterance: Correct. the other services will be offered with our online banking.

utterance: Oh, OK. And what are the requirements for when to access the online banking app?

utterance: So there are no requirements as long as you have an account with us you'll be fine. however when you log when you first sign up you'll have to create a username and password and that will be your only requirement to log in.

utterance: Oh. Oh, OK. Thank you. And are there any charges that come with it?

utterance: no. There are no charges.

utterance: Oh, OK. Thank you for that. And in case of any query or you make I reach any sort of problem I can always call back, right?

utterance: Yeah. So you can always call back if you have any questions.

utterance: Oh, OK. Thank you for your help.

utterance: No problem. Have a great day.

utterance: You too.


utterance: Hello and thank you for calling Intellibank. This is William, how may I help you today?

utterance: Hi William, how's your day going so far.

utterance: Oh not too bad. Yourself?

utterance: Good good. I was just looking to set up some automatic billing. so I can get started on this new project that I got in the works.

utterance: Great. Yeah. We love people starting new projects. We love to help small business owners starting new projects.

utterance: yeah I'm opening up a used car shop, are you in the market for a car?

utterance: Oh! I'm a bicycle man myself.

utterance: Bicycle! All right. Well, we gotta we gotta get you a new car. I'm opening up in about a month down on Lankershim. So you should come by, we we we'll hook you up.

utterance: Oh! I may check that out. so to access your account, we're gonna need to start by getting your full first and last name as it appears on your account.

utterance: the first name is Landon, that's L A N D O N. last name is gonna be Butler, B U T L E R.

utterance: All right, and I'm gonna need your date of birth.

utterance: date of birth is seven seven seventy-seven. They call me lucky.

utterance: All right Lucky, can I get your account number?

utterance: Yes, the account number is gonna be one seven two eight two two.

utterance: All right.

utterance: So what made you a bicycle man? You just you don't want a car or you don't see a use of car in LA?

utterance: Oh! You know, I like the exercise and I like saving the environment and stuff like that.

utterance: I you. We got a fine line of Priuses, you can save the environment in a car as well.

utterance: Oh! I may come down and take a look at those. OK. Well, I got you all pulled up here. Let's dive into getting this automatic billing set up. let's see. OK. I may need the full first and last name of the person who you'll be billing.

utterance: So the person is gonna be Steven. we're. We've been business partners for a while so we're just trying to branching out on this venture on our own. So it's gonna be first name Steven with a V, so S T E V E N Woods, W O O D S.

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

utterance: Steven's date of birth is ten twenty-three seventy-nine.

utterance: And I am going to need their email address.

utterance: so it's gonna be S dot Woods, so S dot W O O D S. Now, that's at Lankershim Cars dot com.

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

utterance: so the account number is gonna be nine six two seven eight five.

utterance: And I'm gonna need their nine-digit routing number.

utterance: Their routing number is gonna be, nine nine seven three one seven two eight one.

utterance: All right. And how much will we be billing them every month?

utterance: so it's gonna be a monthly payment of three thousand dollars.

utterance: Great. All right, gimme just a moment here while my system loads and that is all set. is there anything else I can help you with today?

utterance: No, I appreciate it, and yeah, be sure to come down, we'll get you hooked with a nice Prius.

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

utterance: you as well.

utterance: Bye.