splevine/dstc11-intent huggingface dataset:
Customer (finance): And I also wanted to apply for a term loan. A business.
Intent: ApplyLoan
Customer (finance): Ooh, I like that. Outstanding customer service! OK. OK, thank you Suzanne. My name's Jason and I'm calling cuz I need to close one of my accounts. I don't know how outstanding you can do that, but.
Intent: CloseAccount
Customer (finance): I will not be. I will be transferring it to a, an account that is not with you. My personal account.
Intent: MakeTransfer
Customer (finance): Yeah I know it's a it's a big getaway so I was just hoping to look at certain exchange rates.
Intent: GetExchangeRate
Customer (finance): Well I tell you what Elma. I'm sorry Alma. Let's go ahead and just check the balances. And if the balances are looking good then there's really I guess no need to look through the transactions. But if they're not, then yeah we probably do need to go ahead and look through the transactions.
Intent: CheckAccountBalance
Customer (finance): Oh wow. OK forty-eight thousand three ninety-two eleven. That's exactly what she has on here. I tell you what let's go ahead and check our smart savings if that's OK. And I guess maybe she's just keeping the books in a way that I am not completely familiar with. But you you know if those balances look good I guess I will just let her do her thing. I might actually call back and double check in a couple weeks but you know. You know.
Intent: CheckAccountBalance
Customer (finance): Oh OK. Yeah, I'd like to request a new credit card.
Intent: RequestNewCard
Customer (finance): OK. well yeah. I just started an investment account the other day. And so I guess I guess I guess that's who I would need to talk to?
Intent: ScheduleAppointment
Customer (finance): Oh. The reason I'm calling I need a borrow some money and I was wondering if I can make an application for a loan.
Intent: ApplyLoan
Customer (finance): Hi I need to schedule a payment on my credit card for my business account. How are you today?
Intent: MakeCreditCardPayment
Customer (finance): OK. Is there a way to make payments online?
Intent: OnlineBankingInfo
Customer (finance): I'd like to apply for a line of credit.
Intent: ApplyLoan
Customer (finance): Yes, I called earlier about my checking account balance. but I'm calling back because I was I wanting to get information about the five hundred loans. I didn't have time at that time to do it.
Intent: GetLoanInfo
Customer (finance): OK, that'd be fine. And, I also wanna know what the branch hours are.
Intent: GetBranchHours
Customer (finance): Yeah what's the hours of of your branch?
Intent: GetBranchHours
Customer (finance): Hello. How are you today ma'am? I'm great. is there anything I can help you with today? Yeah, I need to get a update. I need a to get a balance on my credit card on my business account.
Intent: CheckAccountBalance
Customer (finance): Well I had a I've been trying to use the mobile app. I and I I just can't seem to get it to work. I gotta pay for some buns and I I have to I have to get this order in to the vendor and I just can't seem to get the app to work.
Intent: MakeTransfer
Customer (finance): I curious what would be the best way for me to figure out exactly how much money I have right now?
Intent: CheckAccountBalance
Customer (finance): I can do online in the future? If I go right online. Is my account balances there? cuz I hate bothering you guys. I feel like it's a bother every time I ring you up and ask.
Intent: OnlineBankingInfo
Customer (finance): Hi Daisy, I'd like to add another user to my checking account.
Intent: AddUserToAccount
Customer (finance): Yeah, could I maybe apply for a term loan with you guys over the phone?
Intent: ApplyLoan
Customer (finance): yes, I've got an intel secured loan and I am not sure when the payment is gonna be due.
Intent: GetPaymentDueDate
Customer (finance): Yes Jerry. I want to apply for a SBA seven A loan. I was gonna come by the branch, but I just didn't have time so I just decided to go ahead and call. Can you help me?
Intent: ApplyLoan
Customer (finance): Jones Bed and Bath. And I also would like to know your branch hours please.
Intent: GetBranchHours
Customer (finance): it's OK. Didn't get up that long ago to be honest. yeah. I was calling. I need some I need some stock info.
Intent: GetStockQuote
Customer (finance): Yes, I wanna apply for a secured loan.
Intent: ApplyLoan
Customer (finance): Hello. I need to find out what my net income was from January to June of this year.
Intent: NetIncome
Customer (finance): Hello my name is Charlene and I'm a business owner so that means I get a lot of requests and make a and make a lot of transfers and at the of the month I get to get my statements delivered to me through mail which I see is getting quite tiresome because it's too much for me so I'm wondering how can I maybe receive the statements online?
Intent: ChangeStatementDelivery
Customer (finance): hello. My name is Charlene and I'm having an issue with my email address because I have a new one but most of my mail keeps going to the old email address and I wondering if you could help me with that.
Intent: UpdateEmail
Customer (finance): That's all. Thank you. And I was also wondering about the Is it the Business Play or Business Plan Card? Eh? I'm not really sure.
Intent: GetCreditCardInfo
Customer (finance): anyway, what I'd like to do is, number one I'd like to change my delivery method for statements.
Intent: ChangeStatementDelivery
Customer (finance): And the other thing is you know I wanna apply for a secured loan I said I I I I I saw something in the In my. In my mail that came through the mail that had to do with, you know, what rates you guys offer and I just wanted to.
Intent: ApplyLoan
Customer (finance): I guess well tell me about Tell me about where my online banking's if. Do you guys have those ITMs?
Intent: OnlineBankingInfo
Customer (finance): Yes I called the other day and spoke to Sarah but I had to take another call and I wasn't able to you know finish talking with her, but I'm calling back because I need to update my email.
Intent: UpdateEmail
Customer (finance): Hi I need to close my checking and my savings account please.
Intent: CloseAccount
Customer (finance): Yeah I just have a question about online banking, if I don't have anymore well I do have one, can I still access my account online banking even though my my checking and my savings are closed?
Intent: OnlineBankingInfo
Customer (finance): Hi, I called the other day to get information some information about real estate loan and I'd like to purse that, if I may please.
Intent: ApplyLoan
Customer (finance): Hi my name is Sylvester. and reason for my call is because I'm looking potentially to get a real estate loan.
Intent: ApplyLoan
Customer (finance): yeah so I'm looking to get a real estate loan. and I think my net income is enough for me to qualify? I just wanted to run it by you know? Someone someone in your office to see if if if that's the case.
Intent: NetIncome
Customer (finance): OK yeah that that sounds about right. That sounds about right. all right so I I'm taking out loans in the past with other banks. I've been with you I've been with y'all for maybe a year now and this'll be the first loan that I'll be taking out with Intellibank if I wanna do this I can do it on online?
Intent: OnlineBankingInfo
Customer (finance): Yeah I need to see if I can stop statements from coming. I'm I won't I'm getting a lot of paper. So I want to do go paperless.
Intent: ChangeStatementDelivery
Customer (finance): Yes Jerry, I was gonna come by the bank but I got, you know real busy so I just decided to call. I would like to know what the Consumer Price Index is.
Intent: AskConsumerPriceIndex
Customer (finance): It's one zero one seven, and by the way, I also would like to know the branch hours.
Intent: GetBranchHours
Customer (finance): Hello, I'll like to change my pin number on my account.
Intent: ChangePin
Customer (finance): a little bit I was going to ask you about the the loans you had available maybe.
Intent: GetLoanInfo
Customer (finance): Yes. Well I am calling today, Rose, because I have an employee that I need to have access to my Intel bank account.
Intent: AddUserToAccount
Customer (finance): Sure, the license state is Pennsylvania, and the number is K three eight four seven two five two nine three. And I mean to ask you, will adding him to account, will he then also be able to use the online the mobile app as well?
Intent: OnlineBankingInfo
Customer (finance): Hi Simone, my name is Brad, and I was told that I could open a new account today with a lower interest rate. Is that true, something you could help me with?
Intent: OpenAccount
Customer (finance): Well, I was just about to ask you that. is this something that I can do on, like can I check my balance online?
Intent: OnlineBankingInfo
Customer (finance): Oh, you said so I can also. I can check my balance online and I can also apply for this new account online as well?
Intent: OnlineBankingInfo
Customer (finance): OK, sounds good. can you tell me what types of Intel Bank loans that you offer?
Intent: GetLoanInfo
Customer (finance): I need to apply for a real estate loan. SBA five oh four please.
Intent: ApplyLoan
Customer (finance): Need to check the credit card balance that's due on my corporate credit card please.
Intent: CheckAccountBalance
Customer (finance): Excuse me. Sorry. Choking. Hi. Thank you. I'd like to apply for a term loan on my business account.
Intent: ApplyLoan
Customer (finance): Yeah. Can you help me apply for the term loan and also can you give me information about the rates. Also what are the. What are the. What's the limited term. What's the time frame? And then. And what's the interest rate?
Intent: GetLoanInfo
Customer (finance): Thank you. looking for some information regarding my debt to income ratio today.
Intent: GetDebtIncomeRatio
Customer (finance): Well it's it's it's it's funny that you brought up loans because I'm actually calling to see if I could apply for a loan. I I have a small business. I would like to add some I would like to expand on on the company that I am building. So a loan would be very helpful in helping me with with that expansion.
Intent: ApplyLoan
Customer (finance): Yeah. Hey, Michael. this is Dan Chen calling and I've been banking with y'all for my small business for about ten years now. and yeah, I was wondering if I could look into going for a five oh four loan. I think it's called Small Business Administration five oh four loan.
Intent: ApplyLoan
Customer (finance): I. was sooner. you know. I I can't believe that things have to end like this. After being you know, I hate I hate going through change and I gave you many years of business and I just I. I. I'm just disgusted and feel very just unwelcome at. At the bank and it's not just your doing or your fault but it's. It's your. Your company's. That you represent and I'm just and that's it. I. I. I. I'm done. the worst part is I. I. I need to turn around and ask you a a question and maybe you can give me an answer but I. I need to know a debt to ratio income for this quarter.
Intent: GetDebtIncomeRatio
Customer (finance): I'm OK. so I need to know the consumer price index for my last quarter's percentage of food bought.
Intent: AskConsumerPriceIndex
Customer (finance): And then the second part of my call reason for my call today is that I need to update my street address.
Intent: UpdateStreetAddress
Customer (finance): Hey Dave, this is Michael and looking to do bit of a transfer from one of my accounts to another one of my accounts. both at your bank. Not not some new thing out of house. is that something I can do over the phone with you?
Intent: MakeTransfer
Customer (finance): Jean, I saw a billboard that was stating that SVA loans that you guys are starting to offer SVA seven A loans. And wanted to get some information on that. See if I can apply for one.
Intent: GetLoanInfo
Customer (finance): Yes, I'd like to apply right now.
Intent: ApplyLoan
Customer (finance): Yeah, that's OK. And I also wanna change my PIN.
Intent: ChangePin
Customer (finance): Hello Gerald. my name is Ratherford and I I need to take out a loan.
Intent: ApplyLoan
Customer (finance): Curious to get the Consumer Price Index of certain type of goods in the United States for the past two quarters.
Intent: AskConsumerPriceIndex
Customer (finance): Layla, I'm attempting to buy a property for my company's expansion and I got something about the SBA five oh four And I wanted to see if if Intellibank's five oh four is competitive with the other products that I've seen out there.
Intent: GetLoanInfo
Customer (finance): Yes I I have a a kind of a addendum. We're going to be using some money from foreign countries and exchanging them to put money down on this. You wouldn't happen to have any information on the exchange rates the franc to the US dollar.
Intent: GetExchangeRate
Customer (finance): I want to apply for that. Is that Can I do that with you or do I need to go to the nearest Intellibank to get in?
Intent: ApplyLoan
Customer (finance): Well I need to cancel a check ASAP from my business account.
Intent: CancelCheck
Customer (finance): we have one at home but I wonder if you have the mobile app.
Intent: OnlineBankingInfo
Customer (finance): I'd like to find out the consumer price index of specific industry please.
Intent: AskConsumerPriceIndex
Customer (finance): Actually can I give you a different email? That's actually yeah I just changed my email address. give you Chelsea Smith at Yahoo dot com.
Intent: UpdateEmail
Customer (finance): yes. I I need some infor on a. Your Term Loan.
Intent: GetLoanInfo
Customer (finance): OK. I think I want to apply for a Term Loan then.
Intent: ApplyLoan
Customer (finance): we'll change the pin up to one two nine zero.
Intent: ChangePin
Customer (finance): well I haven't been into the bank for a while can you give me adjacent to my home address, the nearest branch location?
Intent: FindBranch
Customer (finance): OK so I wanna find out what my debt income ratio is?
Intent: GetDebtIncomeRatio
Customer (finance): yeah I guess let's go ahead and do it, let's do the wire transfer.
Intent: MakeTransfer
Customer (finance): Oh I'm doing pretty good you know a lot of things to do today so day's moving by pretty fast. I'm calling because I wrote out a check to a contractor a deposit and he hasn't come back to work so I need to cancel that check.
Intent: CancelCheck
Customer (finance): yes actually. I have to handle some business with my savings account. Could you tell me where the closest branch location is to my address?
Intent: FindBranch
Customer (finance): and could you tell me the hours for that location?
Intent: GetBranchHours
Customer (finance): Well just wanted to you know maybe possibly start a savings account.
Intent: OpenAccount
Customer (finance): Could you tell me a little bit about online banking?
Intent: OnlineBankingInfo
Customer (finance): Hi. So I'm calling because I need to cancel a check today.
Intent: CancelCheck
Customer (finance): I want to know how how much money is in this checking account?
Intent: CheckAccountBalance
Customer (finance): Yeah so my boyfriend and I we are debating on getting this silver card I wanna apply for this card this credit card corporate credit card. We have a business together.
Intent: ApplyCreditCard
Customer (finance): But But anyway, so so yes. So I'm going there. It is actually for a business trip. There's a convention happening in Vegas for my you know the area of business I'm in. So I'm going out there to explore new products and stuff and I just wanna make sure before I leave, I check you know, my credit card balance to make sure how much I have available and and this way I can plot how much I'm gonna spend on gambling. How much I'm gonna spend on business.
Intent: CheckAccountBalance
Customer (finance): Interesting. OK so now. Now, let me ask you this. cuz I'm currently not setup for this. But I'm I'm not setup for the online banking.
Intent: OnlineBankingInfo
Customer (finance): Oh simple. Simple check of my account balance due for my credit card.
Intent: CheckAccountBalance
Customer (finance): first I'll pay a bit of that.
Intent: MakeCreditCardPayment
Customer (finance): All right, I'd like to pay seventy.
Intent: MakeCreditCardPayment
Customer (finance): OK. I'll I'll pay it and then I'll consolidate.
Intent: MakeCreditCardPayment
Customer (finance): Oh yeah, what's my my balance now that you've consolidated?
Intent: CheckAccountBalance
Customer (finance): you know what, I. You might as well because I, I've got a new phone number as well on top of the so let's just kill two birds at one stone while I'm bothering you for today.
Intent: UpdatePhoneNumber
Customer (finance): Hello, how you doing? This is Albert Hicks. just calling in regards to pay my credit card.
Intent: MakeCreditCardPayment
Customer (finance): yeah, that would be great, man. Just so I can Well, can you email it to me? Will that be fine?
Intent: RequestEmail
Customer (finance): that we do here reflects online as well, correct?
Intent: OnlineBankingInfo
Customer (finance): Yeah let's let's apply for the gold. Let's
Intent: ApplyCreditCard
Customer (finance): Oh, nice. That is very, very nice. I am calling tonight because I would like to get paper bills again because, for some reason, my statements that have been electronic have been inaccurate and hard to locate in the thousands of emails that I get so I'd like to just get those in the mail again. So, I'd like to have a hard copy.
Intent: ChangeStatementDelivery
Customer (finance): Hey, what's the balance on my business gold card?
Intent: CheckAccountBalance
Customer (finance): All right. Well, could I also have the balance on my silver gold?
Intent: CheckAccountBalance
Customer (finance): Sure. It is one twenty-one Parkside. Actually, you know what Daisy? I actually need to go to a branch cuz I wanna figure out my debt to income ratio for my business, but is that just is that something I could do on the phone with you right now?
Intent: GetDebtIncomeRatio
Customer (finance): Well, I was wondering had. I I had a term loan before, but I wanted something that was a little more, a little more had a little more security involved with it if I'm dealing with higher amounts of of money to transfer. Do you have any any services on your end that is, that are more secure than a term loan?
Intent: GetLoanInfo
Customer (finance): yes I would like to transfer some money, to a individual.
Intent: MakeTransfer
Customer (finance): Well on second thought Let's just set set up automatic billing.
Intent: SetAutoPayment
Customer (finance): I need to find out what my net income is from January to June of this year.
Intent: NetIncome
Customer (finance): I guess that's what I should have asked for is the loan balance.
Intent: CheckLoanBalance
Customer (finance): Gotcha. What are the possibilities of restructuring this? What are what are you guys offering right now?
Intent: GetLoanInfo
Customer (finance): Oh yeah hey Tom. so I'm calling because I was going on my investments in my account online and I did see that one of the things I would be able to get was some sort of consolidated document that would give me an investment report. So I wanted to arrange to have that sent to me, kind of on a regular basis actually, so could you help me with that?
Intent: GetInvestmentReport
Customer (finance): And then I'd like some other way of receiving the stuff that I get in the mail like my statement.
Intent: ChangeStatementDelivery
Customer (finance): All right Sergio wants to get some information on the exchange rate.
Intent: GetExchangeRate
Customer (finance): OK. yes let's let's schedule that appointment if you don't mind.
Intent: ScheduleAppointment
Customer (finance): OK, and can you tell me the closest branch to where I'm located?
Intent: FindBranch
Customer (finance): OK, it. All right my dear, so I'd like to get a debt income ratio.
Intent: GetDebtIncomeRatio
Customer (finance): Oh, I could do that? I could transfer? That might actually be easier than making a deposit right now. would be that'd be cool.
Intent: MakeTransfer
Customer (finance): Hi Daisy, I called this morning about making a wire transfer but I don't have all the information at hand but I have it all now and I'm ready.
Intent: MakeTransfer
Customer (finance): Sorry to cut you off but with me being a platinum member and being able to now you now do what I need to do. you know now that you suggested ordering checks. being a platinum member what's what's the percentage or the interest on you know those loans that you just talked about? Business loans
Intent: GetLoanInfo
Customer (finance): Oh one more thing. is there any way I can be able to put this on like auto or something? If need be
Intent: OrderCheck
Customer (finance): Alan Pierce and I was calling in regards to I need. I need something that's going to be able to show all my previous transactions. I'm just trying to You know figure something out here so I can get it done and Having a little trouble doing that right now.
Intent: GetBankStatement
Customer (finance): I definitely need that and I also need to make sure that my my address is updated on there and my shipping address is updated so. I wanna make sure that it's It's up there and ready to go.
Intent: UpdateStreetAddress
Customer (finance): Yeah I'd like to inquire about lines of credit. Maybe apply for one right now.
Intent: ApplyLoan
Customer (finance): Hi, I need to check my credit card balance, please.
Intent: CheckAccountBalance
Customer (finance): Hi Darnell so I have an account with the bank I'm I'm a huge fan of the bank and I would actually like to add a new user to my account because I love the bank and I'd love to bring in more people.
Intent: AddUserToAccount
Customer (finance): Hello, my name is Shirleen and I wanted to update my phone number if that's possibility.
Intent: UpdatePhoneNumber
Customer (finance): Oh yeah I wanted to know more about online banking like what are the services that I can get there? And what are the benefits and requirements for me to start online banking?
Intent: OnlineBankingInfo
Customer (finance): Hi, this is Peter Davis and I'm calling and I had a request to get your gold credit card. I think I made that call last week and I still didn't have any confirmation about it.
Intent: GetCreditCardInfo
Customer (finance): but the reason I called can you check what is on my silver credit card, the the available amount?
Intent: CheckAccountBalance
Customer (finance): Yes. can you check what the amount I have on my savings account?
Intent: CheckAccountBalance
Customer (finance): OK and then I want to have some information about online banking.
Intent: OnlineBankingInfo
Customer (finance): And I lost my statement and I just wanted to figure out what my business credit card balance that's due coming up, if you could help me with that and and what my pay off was as well, cuz I just yeah, unorganized and I, I messed up this month.
Intent: CheckAccountBalance
Customer (finance): I'm well also. This is Cathy Taylor and I'm calling to apply for a secured loan.
Intent: ApplyLoan
Customer (finance): Yes I was thinking about starting getting a SBA five hundred loan.
Intent: ApplyLoan
Customer (finance): Oh, I just I think I just need to change my phone number on my on my account over here.
Intent: UpdatePhoneNumber
Customer (finance): And I was wondering, do you have any any other card options?
Intent: GetCreditCardInfo
Customer (finance): OK well let's see I'm pretty excited about what you just mentioned. I was calling about help I need with other employees I have being able to access and use my card and bank information.
Intent: AddUserToAccount
Customer (finance): Do you know is there any type of extra loan for a small business that offers benefits to their employees? Like~
Intent: GetLoanInfo
Customer (finance): Oh hello. My name is Shaleen . And I was wondering is there a of I need you could set up for me an automatic loan payment.
Intent: SetAutoPayment
Customer (finance): Well thanks I I do appreciate that I I could I also get the balance on my Business Gold card?
Intent: CheckAccountBalance
Customer (finance): Hello, Michael. My name is Paula Richardson. Hello. helping me this evening is going to likely be simple. I just want to know my credit card balance that's due.
Intent: CheckAccountBalance
Customer (finance): yeah I am not entirely sure I have been getting my statements. I moved a couple of months back less than three months now and I thought I was getting the statements at my new address but not getting them. So I'm wondering if there's a way for me to get my statements without having them actually sent in the mail.
Intent: ChangeStatementDelivery
Customer (finance): Now the ones that I haven't got in the last couple of months, am I going to be able to get those online as well?
Intent: OnlineBankingInfo
Customer (finance): Hi Fred just looking to make a wire transfer.
Intent: MakeTransfer
Customer (finance): Hey, Jimmy, quick change needed here. No longer need the my my monthly statements delivered to my to my place. I probably should rather have it done I guess through through email that can be done with you. you know, things happen, new girlfriend. She's you know really cool conscious and she's just appalled by the fact that I get my statements every month from the bank versus I guess checking online or getting like a text about what the current amount is. I don't know. But anyways if there's if there's anything we can do to get that knocked out be super helpful.
Intent: ChangeStatementDelivery
Customer (finance): All right, yes and I was calling because I wanted to also make sure that this payment for the loan was on time. I called the other day and spoke to Sarah. She just seems to be such a nice lady.
Intent: GetPaymentDueDate
Customer (finance): OK. That I can also maybe do something else about making that payment.
Intent: PayLoan
Customer (finance): Hello. I need a copy of my loan statement. Either electronically or by mail.
Intent: GetBankStatement
Customer (finance): I need to get some information on the consumer price index for certain inventory that I'm thinking of of selling.
Intent: AskConsumerPriceIndex
Customer (finance): Oh, yes. That was gonna be my next question if I can access this information online.
Intent: OnlineBankingInfo
Customer (finance): OK. Well, I hope it doesn't get twisted on this. trying to get some information on my company's debt to income ratio.
Intent: GetDebtIncomeRatio
Customer (finance): Because what I'm looking to do is possibly apply for a corporate credit card either with Intellibank or elsewhere but I wanted to see what my my debt to income ratio is, did that.
Intent: ApplyCreditCard
Customer (finance): Well I'm doing great, thank you. this is the owner over at Allied City Stores. my office manager is out on vacation this week so I am getting to do this for her pretty much. What I need to do is transfer some money from our savings account over into our checking account that we use for payroll. I guess that's called an internal transfer?
Intent: MakeTransfer
Customer (finance): OK, perfect. I was looking to get an automatic billing set up.
Intent: SetAutoPayment
Customer (finance): Yes, sir, I would like to check the balance on my loan.
Intent: CheckLoanBalance
Customer (finance): Yeah, that's all right and I'd I'll also like to know what's the available balance on my card business card.
Intent: CheckAccountBalance
Customer (finance): Thank you, I just, I'm looking for some. A line of credit, perhaps.
Intent: ApplyLoan
Customer (finance): yes I have been paying on this credit card online but I think the last payment didn't go through right. So I would like to make a payment please if I can.
Intent: MakeCreditCardPayment
Customer (finance): Yeah, I'm wanting to purchase some stocks. So, I've got a good lead and I really just need to buy some shards.
Intent: PurchaseStocks
Customer (finance): I want to buy like a hundred shares for this, but can you tell me what what the price is up to, today?
Intent: GetStockQuote
Customer (finance): well I guess the main reason I'm calling, is to see what the balance is on my credit card.
Intent: CheckAccountBalance
Customer (finance): Yeah I'm looking to see how much I owe on the card currently and how much is available for me to spend.
Intent: CheckAccountBalance
Customer (finance): I haven't taken out a loan with you yet. I almost applied for an auto loan six months ago. Didn't end up doing that. But, I did end up getting a gold card. So I just wanted to before I submit this online application, I just wanted to go over my quick liquidity ratio. I have a audio engineering company and yeah, that's that's what the account's for. So, I just essentially wanted to make sure everything was good on the books before I proceed to submit this application.
Intent: AskLiquidityRatio
Customer (finance): OK. all right. So, if I apply for the secured loan is it looking good for that or?
Intent: GetLoanInfo
Customer (finance): Yes my name is Keith Allan and I'm looking to pay off my credit card, my business credit card so, yeah that's actually my other bank.
Intent: MakeCreditCardPayment
Customer (finance): Half the time, our mail doesn't even show up. So, some months I'm not even getting the statement. So, I just wanted to see what my options are, in other ways I can get the statement besides it being mailed out to me every month.
Intent: ChangeStatementDelivery
Customer (finance): no you know that is not correct we definitely need to update to the new one.
Intent: UpdatePhoneNumber
Customer (finance): Well no not exactly but I would love everything we talked about sent to my email.
Intent: RequestEmail
Customer (finance): Well where would I have to go if I wanna pick it up in person?
Intent: FindBranch
Customer (finance): Hello. My name is William Brown. I'm the owner of Billy's Bakery and I need to set up a business checking account.
Intent: OpenAccount
Customer (finance): yeah. Can I do my banking online?
Intent: OnlineBankingInfo
Customer (finance): Yes, hello. I'm calling to request an investment report on my Intel bank account. Could you help me with that please?
Intent: GetInvestmentReport
Customer (finance): Hello, Michael. I'd like to open a checking account please.
Intent: OpenAccount
Customer (finance): Jamie I'm I'm calling you today because I wanted to possibly open up an SBA seven A loan. I don't know if it's something I have to do online or I never saw the tab online but maybe come into the office or can I do it with you?
Intent: ApplyLoan
Customer (finance): it's OK. It's OK. This is just you know very important. Need to get that kind of the information for that business account balance coz yeah we have a couple large transactions coming through and just, just a lot of business coming in that we really need to need to make sure we're we're in a good position to be able to make those, make those moves.
Intent: CheckAccountBalance
Customer (finance): well, my name is Shawn. Shawn Efforts. And I need to I need to go ahead and jeez, I forgot like it just went out of my head. I I need to pay my I need to pay my credit cards. That's what I need to do.
Intent: MakeCreditCardPayment
Customer (finance): Hi. I'm calling because I I'd like to get an SBA loan.
Intent: ApplyLoan
Customer (finance): OK. Well I just wanna go ahead and close that account then.
Intent: CloseAccount
Customer (finance): No I just wanna transfer the funds to my own personal account.
Intent: MakeTransfer
Customer (finance): Yes, I would like to know the net income for my current business account please.
Intent: NetIncome
Customer (finance): You know what I am doing damn good. I'm I'm really happy and really excited a lot of good things are happening for me and my business. And yeah. So I'm calling you to say hello. No I'm kidding. so like I said, I a lot of good things are happening for my business, it's growing, expanding, and you know I started my business you know, out of my house and you know using my personal information like emails and stuff like that. And it's it's getting out of hand and now that I've moved into a store I I I need to update some information on my business account.
Intent: UpdateEmail
Customer (finance): I was looking to get a a new account for my I wanted to I already have the checking account, but I wanted to now get the savings and I wanted to see exactly all the documentation you need from me to make that happen.
Intent: OpenAccount
Customer (finance): 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?
Intent: UpdateStreetAddress
Customer (finance): I'm calling cuz I'm checking the United States Consumer Price Index.
Intent: AskConsumerPriceIndex
Customer (finance): So. First things first. I would like to change the email address on my account.
Intent: UpdateEmail
Customer (finance): 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.
Intent: ApplyCreditCard
Customer (finance): yes, I'm calling to set up an automatic credit card payment. Can you help me with that please?
Intent: SetAutoPayment
Customer (finance): Hi I need to apply for a term loan please.
Intent: ApplyLoan
Customer (finance): Oh well my day is going great actually. Thank you. The reason I am calling is we have sold our business so we have a savings account with you guys for our business that we just sold and I'm actually needing to go ahead and close that. We won't be needing it anymore. Now before I do close it we're wanting to move the balance from that savings account over into our wealth management account that I do have with a Oh I'm sorry with an investment firm. what do I need to do with that balance? Do I actually have to go down to a branch and withdraw that? And then bring it down to our investment firm? Or how does that work?
Intent: CloseAccount
Customer (finance): Hi Daisy, I have a crazy neighbor who takes mail out of my mailbox mailbox and throws it on the street, and sometimes stuff like bank papers get caught in that and it's a mess. It's really hard and it messes up my whole day. So, I'd like to change the way that my statements get sent to me. Right now, they're just sent through mail. I want them sent through email.
Intent: ChangeStatementDelivery
Customer (finance): yeah, I gotta a letter talking about an Intellibank Silver Card. I'd like to know more about that.
Intent: GetCreditCardInfo
Customer (finance): the card does sound interesting but I need to talk to my financial team before I commit to anything. could you also send that information in an email?
Intent: RequestEmail
Customer (finance): All right. So. what I'd like to do is I'd like to find out a little bit about your SBA loan.
Intent: GetLoanInfo
Customer (finance): Oh, OK all right. So, we're gonna do the real estate loan because the thing about the real estate loan is I wanna do a podcast and I'm tryna look for a proper place cuz my podcast is taking off.
Intent: ApplyLoan
Customer (finance): yes, I need to do couple of things but first I need to check the balance on my credit card.
Intent: CheckAccountBalance
Customer (finance): So I wanted to ask you a question about the SBA five oh four loans that you have Can you tell me just a little bit about that?
Intent: GetLoanInfo
Customer (finance): so we're trying to buy a second location. is it possible to apply for the loan for that?
Intent: ApplyLoan
Customer (finance): Hey. How you doing, Jerry. I was gonna stop by but or could you help me transfer some funds?
Intent: MakeTransfer
Customer (finance): Hi Daisy, I need to check the balance left to pay on my term loan.
Intent: CheckLoanBalance
Customer (finance): That's unfortunate. OK well then, I'll find it and I guess I'll just go to a branch. could you tell me the closest branch to me?
Intent: FindBranch
Customer (finance): Yes, actually. I saw online that you guys have some sort of credit card, I think it's called a silver card. Can you just tell me a little bit about that?
Intent: GetCreditCardInfo
Customer (finance): Mhm I'd just like to check my credit card due balance.
Intent: CheckAccountBalance
Customer (finance): I'll pay seventy dollars.
Intent: MakeCreditCardPayment
Customer (finance): How long do I have to pay off this balance?
Intent: CheckAccountBalance
Customer (finance): And now I'd like to pay the rest of my bill please.
Intent: MakeCreditCardPayment
Customer (finance): Well thanks for letting me know, can I get a statement?
Intent: GetBankStatement
Customer (finance): Hi Phillip, my name is Anthony Wright I was looking to set up a notary appointment if you could help me out with that.
Intent: ScheduleAppointment
Customer (finance): OK I. Yeah that's the reason for my call. I tried to schedule an appointment on the website but for some reason it's just not working on my end. So I just wanted to call and see if I could set something up.
Intent: ScheduleAppointment
Customer (finance): Yup. All the business is completely perked up to the point where I think I'm gonna set up an automated payment.
Intent: SetAutoPayment
Customer (finance): Hi Mary, my name's Mark and I'd like to make a transfer to my. a wire transfer to one of my external accounts.
Intent: MakeTransfer
Customer (finance): What the number level of credit has to be to be able to get a gold card?
Intent: GetCreditCardInfo
Customer (finance): Yes, I'm growing a business and you know I'm thinking I need some money to expand.
Intent: ApplyLoan
Customer (finance): You know what, I really need to add an employee to that I'd hire that's going to be working with my payroll, but they're not able to do that right now so can you help me with that?
Intent: AddUserToAccount
Customer (finance): Yes I wanna do a exchange rate.
Intent: GetExchangeRate
Customer (finance): Yes and I was I know I have a app follower, you know I can follow on the app, but is there anyway I can have a paper? transaction paper? the transactions.
Intent: GetBankStatement
Customer (finance): Fourteen percent. Fourteen percent. I guess it's really not worth re-financing that much. The other loan is only thirteen point nine. to go through all that trouble just for that little bit. OK could you tell me when my next payment is due?
Intent: GetPaymentDueDate
Customer (finance): OK. Great. I I'm gonna sign up for that then.
Intent: OpenAccount
Customer (finance): Hi, Danny! reason for my call is because I I have an account with you with Intellibank. it's in your account. It's in your account. It's about it's about less than ninety days. Less than ninety days. and I've I've been looking at some of the loans. Interested in getting a secured loan. Haven't, you know, submitted it yet. Been looking into it. Last week, I called someone in your office. Very kind. They they confirmed what my net income was. and I don't know. I think I'm in a good position to apply for the secured loan now for for my business. My business has been around for two years. And and we're in a position where we can scale. And I'd love to just. Before I I do apply for the secured loan, I'd like to verify what my quick liquidity ratio is.
Intent: AskLiquidityRatio
Customer (finance): Yes I have a bunch of loans and credit cards with Intellibank and I was wondering if you could tell me my income to debt ratio for my business?
Intent: GetDebtIncomeRatio
Customer (finance): Hi, Gina. I am calling because I'd like to change my statement how my statement comes to me.
Intent: ChangeStatementDelivery
Customer (finance): I actually don't have access to that email anymore. Could I change it?
Intent: UpdateEmail
Customer (finance): Hi I need to find out what my loan balance is please.
Intent: CheckLoanBalance
Customer (finance): yes, I can give you that information and then I also need to check on my credit card balances Wow, done with that.
Intent: CheckAccountBalance
Customer (finance): What's the difference between a secured loan and an unsecured loan?
Intent: GetLoanInfo
Customer (finance): And I'm just trying to get the balance of my credit card?
Intent: CheckAccountBalance
Customer (finance): no, I just need to close the checking account and I just want to put everything into my savings.
Intent: MakeTransfer
Customer (finance): so I've been doing some research and I think I may want to apply for the S P A seven A loan we have some business debt that I want to try to take care of and this loan seems like the best option for me we've been working really hard for a long time and we're just trying to get everything paid and I I have a really great crew of people. I just really need to get this paid.
Intent: ApplyLoan
Customer (finance): Yes all my business accounts are with Intellibank. can you kind of explain to me the F A the S P A seven A loan to me, so that I can be sure it's a fit?
Intent: GetLoanInfo
Customer (finance): I'd like to change how I'm receiving my bank statements.
Intent: ChangeStatementDelivery
Customer (finance): Yeah what what hours are the branches open up?
Intent: GetBranchHours
Customer (finance): OK but what hours are the the loan office open up?
Intent: GetBranchHours
Customer (finance): OK I want to check on the balance of my loan.
Intent: CheckLoanBalance
Customer (finance): Hi Danny, my name is Simon Simon Jones, Simon Jones, and the reason for my call is I received a Well actually, no, I went on your website and I looked up my net income for September and I think I don't know, I think there must be some discrepancy or something. Because I don't know, based on, on my records, the, the amount that I'm seeing online doesn't, doesn't match up to what I have in my books. So if you could just go through my account, I just wanna clear a few things up.
Intent: NetIncome
Customer (finance): Oh, see, that yeah, sorry about that, that's OK. I wrote it down. Could you also email, email it to me as well?
Intent: RequestEmail
Customer (finance): I mean, I, I don't mind that. Well, well with the fifty thousand that you have documented would I be able to qualify for a secured loan?
Intent: GetLoanInfo
Customer (finance): Actually, you know what? On second thought I'd, I'd really rather just talk with like a tax accountant or somebody who can actually you know, like knows more about taxes than I do.
Intent: ScheduleAppointment
Customer (finance): Yeah actually I was wondering, what kind of loans do you guys offer?
Intent: GetLoanInfo
Customer (finance): Hi yeah I need to apply for a term loan please.
Intent: ApplyLoan
Customer (finance): OK. Right, so Yeah, I was just trying to see some of the required documentation that I need, in order to, you know, possibly get a loan.
Intent: GetLoanInfo
Customer (finance): Hey Roland. I need I need to inquire about you guys's loans that you guys offer. and see which one is best for me and my business.
Intent: GetLoanInfo
Customer (finance): This is Sandra Ellison. I need to set up automatic billing and I'm not sure how to do that. Could you help me?
Intent: SetAutoPayment
Customer (finance): Hi, I need to make a deposit transfer, please.
Intent: MakeTransfer
Customer (finance): you can just send email it to me. you know I have to go, sorry. Thank
Intent: RequestEmail
Customer (finance): Hi Barbara, I am calling to check my account balance.
Intent: CheckAccountBalance
Customer (finance): Tomorrow end of business day. OK. And on my credit limit. Is it too soon for me to apply for an increase? Since my account's only four months old?
Intent: GetCreditCardInfo
Customer (finance): Hi I'm looking to get a SBA loan.
Intent: ApplyLoan
Customer (finance): OK and I also would like to know what the branch hours are.
Intent: GetBranchHours
Customer (finance): Hey Richard this is Robert Nelson and I'm calling to get a credit report.
Intent: GetCreditReport
Customer (finance): Hi Judas, this is Andre. I was looking to set up an appointment with a notary if I could.
Intent: ScheduleAppointment
Customer (finance): Oh, oh so the reason I'm actually calling, not to brag about going to Italy but I wanted to get like, the exchange rate, for the currency you know, what what it's like and just so I can figure out how much money I'm gonna need and how it's gonna transfer to.
Intent: GetExchangeRate
Customer (finance): Yeah, yeah that's old email, can I give you my updated email?
Intent: UpdateEmail
Customer (finance): I need to check how much money is due on my Gold credit card for the card building period.
Intent: CheckAccountBalance
Customer (finance): OK. Sounds good. And I also understand that you have online banking available. Is that something that you could set me up with today?
Intent: OnlineBankingInfo
Customer (finance): Yes I would like to update my street address.
Intent: UpdateStreetAddress
Customer (finance): OK and you know I also would like to know when the payment is due on my five hundred loan.
Intent: GetPaymentDueDate
Customer (finance): yes, I'm wanting to add someone to my account please.
Intent: AddUserToAccount
Customer (finance): Yes if I can get another card for her that'd be great.
Intent: RequestNewCard
Customer (finance): Before you ask them I also need to check my checking and my savings account.
Intent: CheckAccountBalance
Customer (finance): Well if it's gonna be in person I was wondering if you can give me the nearest branch location adjacent to the North Crunch Lane at my home address.
Intent: FindBranch
Customer (finance): Oh yes I know where that is located What are the hours of that? Just in case I need to come in and do a .
Intent: GetBranchHours
Customer (finance): Hi I need to apply for a loan in order to buy real estate. I'm not sure what kind of a loan that is.
Intent: ApplyLoan
Customer (finance): Hi. I need to change the way my statements are delivered to me every month.
Intent: ChangeStatementDelivery
Customer (finance): I would like to open up a corporate credit card.
Intent: ApplyCreditCard
Customer (finance): I'm wondering what kind of commercial loans that you offer?
Intent: GetLoanInfo
Customer (finance): OK. I I need to buy a new car for my business and Well let let me Let me check my balance from my business total checking account, please?
Intent: CheckAccountBalance
Customer (finance): OK. Is that something you could set me up with today?
Intent: OnlineBankingInfo
Customer (finance): No, what about this traveler's card?
Intent: GetCreditCardInfo
Customer (finance): And why, I wanna sign up for it.
Intent: ApplyCreditCard
Customer (finance): Well, I need these here documents notarized. So you know I've been calling around a bunch of these you know notary republics or whatever you call them. You know. Around the neighborhood. They I see the signs.
Intent: ScheduleAppointment
Customer (finance): Yes I would like to apply for a line of credit.
Intent: ApplyLoan
Customer (finance): Lynn, I was wanting to open an SBA seven A or apply for a loan? seven A. Is that something I can. I can do with you?
Intent: ApplyLoan
Customer (finance): So, are you looking to update your street address today?
Intent: UpdateStreetAddress
Customer (finance): Yes, that is correct. And by the way I I also would like to know what my payment due date is on my five hundred loan.
Intent: GetPaymentDueDate
Customer (finance): I was hoping to discuss loan options for my small business.
Intent: GetLoanInfo
Customer (finance): Ya, will I be able to apply for another loan until I pay this loan off?
Intent: GetLoanInfo
Customer (finance): OK so this is what I need from you I need a real estate loan.
Intent: ApplyLoan
Customer (finance): Can you tell me about your online banking option?
Intent: OnlineBankingInfo
Customer (finance): Hi. I think I'm gonna need to apply for a term loan.
Intent: ApplyLoan
Customer (finance): Well I wanted to talk to you about securing a loan.
Intent: ApplyLoan
Customer (finance): OK, so if I add her to my account, then she has access to like all my stuff like, right? Instead of.
Intent: AddUserToAccount
Customer (finance): yeah, I think I'm looking at a your guys' credit cards here. Do you guys have like a frequent flyers. Like a. Like a traveling. Like a card. Are you guys associated with any airlines or anything like that?
Intent: GetCreditCardInfo
Customer (finance): Oh great. Yeah, that sounds. That sounds like what I want for sure.
Intent: ApplyCreditCard