Document Services

Customer needs 1099 forms and annual statements for tax filing.

"AI retrieves tax documents: "I can help you get your tax documents right away. For 2024, here's what I have available: 1099-INT showing $847.32 in interest earned across your savings accounts, 1099-DIV showing $1,234.56 in dividends from your investment account, and your year-end statements for all accounts. I've compiled these into a single Tax Document Package PDF that you can download now or I can email to you. The 1099 forms are also available in your Documents hub and will be mailed to your address on file by January 31st as required. Your accountant can also access these through our tax professional portal if you'd like to grant them access. Shall I email these to you now, or would you prefer to download them directly?""

Customer needs account verification letter for mortgage application.

"AI generates verification: "I'd be happy to provide a verification letter for your mortgage application. I can generate an official letter on bank letterhead that includes: your account numbers (last 4 digits only for security), current balances as of today, account opening dates, and average balances for the past 3 months. Most lenders need current balances and 2 months of statements. I have your letter ready to generate now. The letter will be dated today and includes our verification phone number that lenders can call to confirm. Would you like me to also include your last 3 monthly statements in the package? I can create a single PDF with everything your lender will need. If they require anything specific that's not included, just let me know and I can customize the letter.""

Customer needs to find a specific transaction from two years ago for a dispute.

"AI finds historical records: "Let me search through your transaction history. You mentioned a charge from HomeDepot around March 2023 that you need to verify. I found 4 transactions matching 'HomeDepot' between January and April 2023: March 3rd - $347.82, March 15th - $89.43, March 28th - $1,247.00, April 2nd - $156.77. The $1,247 charge on March 28th matches the amount you mentioned. I can see this was your Visa card ending in 4521, and the purchase was made in-store at the location on Oak Street. I've pulled the March 2023 statement which shows this transaction with full details. Would you like me to generate a transaction detail report for this specific charge? That would include the merchant ID, authorization code, and timestamp - all useful for disputes. I can also pull the receipt if you used your rewards account at HomeDepot.""