For banks & financial institutions

Your institution.
Inside AI.

Connect your clients’ AI assistants
to your services and your team.

Watch the film · 1:47 Book a walkthrough

See it in private banking.

Sound & subtitles

Illustrative client story.

Watch the overview · Watch the privacy film · Watch the continuity film

A desk for your team.

Explore the product

How your customers get served.

Keep a financing round moving.

Customer’s AI

Investment bank

Deal servicesIB–026

New service request

Check the open diligence items for the client’s application.

Connected customerCompany finance lead

Requested scopeThis company’s financing mandate

Received through Tellerbird

Institution records

Financing mandate

Signed · Current

The finance lead may share diligence documents for this company. No other client mandates are included.

Diligence tracker

2 of 3 items received

Ownership schedule and authority letter are received. The updated cash-flow forecast is outstanding.

Cash-flow forecast.xlsx

Sample client attachment

A fictional updated forecast supplied by the client. Sharing it completes the requested document pack; it does not approve financing.

Request received

Hypothetical journey · Sample data · Nothing is sent1 / 4

Request: What’s missing from our financing application?

Make room for a home.

Customer’s AI

Private bank

Client servicesWM–014

New service request

Prepare a home-purchase review using the client’s permitted records.

Connected customerPrivate-banking client

Requested scopeThis client’s account and shared goal

Received through Tellerbird

Institution records

Account snapshot

Available cash · S$80k

Fictional cash balance of S$80,000. The remaining S$170,000 is a planning gap, not a recommendation to sell investments.

Advisory mandate

Planning access permitted

The institution may prepare a planning review. Investment advice and any transaction require their own authorised process.

Home-purchase goal

Shared by this client

The client requested a S$250,000 home-purchase review and an appointment. This record does not expose another household member’s accounts.

Request received

Hypothetical journey · Sample data · Nothing is sent1 / 4

Share only the right records.

Customer’s AI

Family office

Client recordsFO–041

New service request

Prepare the client’s statements for an already authorised accountant.

Connected customerFamily-office client

Requested scopeTwo personal accounts · Named accountant

Received through Tellerbird

Institution records

Personal statements

2 accounts · In scope

Two fictional personal-account statements belonging to the requesting client. Trust accounts and other relatives’ statements are excluded.

Accountant authorisation

Named recipient verified

The accountant is an existing authorised recipient. The client approves the particular records and seven-day access period in this example.

Family access register

Separate account permissions

The shared family-office relationship does not grant access to every family member’s records. This request is limited to the two personal accounts.

Request received

Hypothetical journey · Sample data · Nothing is sent1 / 4

Keep an investor informed.

Customer’s AI

Fund manager

Investor servicesLP–108

New service request

Retrieve the investor’s current capital-call notice and due date.

Connected customerFund investor

Requested scopeThis investor’s commitment and notices

Received through Tellerbird

Institution records

Capital-call notice

S$100k · Due 12 December

A fictional notice issued by the fund. The customer receives an institution-sourced amount and due date, not a model estimate.

Commitment register

S$1m commitment

S$600,000 has already been called; S$400,000 remains before this call. This new S$100,000 call is part of the remaining commitment.

Contact preferences

Email reminders permitted

The investor requests a reminder through the fund’s supported email channel. This does not imply unsolicited messages inside a personal AI app or authorisation to pay.

Request received

Hypothetical journey · Sample data · Nothing is sent1 / 4

Open the right deal-room doors.

Customer’s AI

Deal adviser

Diligence accessDD–032

New service request

Check a named buyer-team member’s delegated access to a deal room.

Connected customerBuyer’s representative

Requested scopeNamed lead · Three approved folders

Received through Tellerbird

Institution records

Buyer mandate

Named diligence lead

The buyer has appointed a deal adviser to manage the transaction. The mandate names the diligence lead and the approved transaction scope.

Confidentiality agreement

Signed NDA

The named team member’s confidentiality agreement has been checked. An NDA alone does not grant access to every folder.

Folder permissions

Commercial · Financial · Operations

The deal owner authorises read-only access to three folders for 14 days. Restricted personnel records and unrelated deal files remain excluded.

Request received

Hypothetical journey · Sample data · Nothing is sent1 / 4

Move a claim forward.

Customer’s AI

Insurer

Claims servicesCL–2084

New service request

Open a cancellation claim using the policyholder’s authorised records.

Connected customerTravel policyholder

Requested scopeThis policy · This cancellation claim

Received through Tellerbird

Institution records

Travel policy

Travel dates in policy period

The fictional travel dates fall within the recorded policy period. This is a date check, not a determination that the cancellation is covered.

Cancellation notice.pdf

Provided by policyholder

A sample airline notice identifying the cancelled flight. The insurer still applies its policy terms and assessment process.

Expense receipt.pdf

Sample claim attachment

A fictional receipt included with the claim submission. Receipt collection does not establish an eligible expense or a payout amount.

Request received

Hypothetical journey · Sample data · Nothing is sent1 / 4

Priced to your scope.

Your workflows, connections and support determine the cost.

Discuss your scope

YOUR PROPOSAL

Cost breakdown

ImplementationConnect & configure

Once

TellerbirdYour team’s workspace

Recurring

Models & hostingYour chosen providers

Usage

Example proposal

Estimate cost and capacity

Your assumptions.

Edit the example values. Amounts in US dollars.

People using TellerbirdHours saved per person / weekFully loaded cost / hourExpected adoption (%)

Enter your quoted costs Example values below

Tellerbird fee / monthModels + hosting / monthOne-time implementation

Your modelled return

182 hours

of team capacity returned each month

Monthly capacity value$16,380

Monthly running cost$3,800

Monthly value after running cost: $12,580
First-year net capacity value: $135,960
Modelled implementation payback: 1.2 months
First-year ROI on entered costs: 224%

Operating break-even: 1.2 hours saved per person each week, at your adoption assumption.

Illustrative capacity model, not a Tellerbird quote or a guaranteed saving. Reclaimed time is capacity value; it is not automatically a reduction in payroll.

See the calculation and assumptions +

Monthly hours = people × weekly hours saved × 52 ÷ 12 × adoption. Capacity value = hours × fully loaded hourly cost. First-year cost includes 12 months of running cost plus implementation. First-year ROI = (annual capacity value − first-year cost) ÷ first-year cost. Payback assumes the full modelled benefit starts immediately and stays constant; rollout time, taxes and financing are excluded. Add any required data licences, support or other recurring costs to the monthly inputs. Review time should already be deducted from your hours-saved assumption.

Before we talk.

Are these live product screens?

These interactive examples use fictional records. They show the workflow; no account is connected and nothing is sent.

Who approves the work?

Your institution sets access and approval rules. Advice and restricted actions go to the responsible person for review.

Where would it run?

Deployment, data connections and model providers are agreed with your institution. We scope these together before implementation.

Let’s see it with
your work.

Book a walkthrough

Your institution. Inside AI.

See it in private banking.

A desk for your team.

Client requests

Share-plan review

How your customers get served.

Keep a financing round moving.

Check the open diligence items for the client’s application.

Priced to your scope.

Cost breakdown

Your assumptions.

Before we talk.

Let’s see it with your work.

Your institution.
Inside AI.

Let’s see it with
your work.