splevine/dstc11-intent huggingface dataset:
Customer (finance): Yes, I was wondering if you could tell me what the current CPI is.
Intent: AskConsumerPriceIndex
Customer (finance): yes, I need to get a new credit card connected to my existing account.
Intent: RequestNewCard
Customer (finance): Also, what are your your hours at at at at the branch over there on on Baker Street?
Intent: GetBranchHours
Customer (finance): Well I have some questions about a checking account. I I'd like to open a checking account.
Intent: OpenAccount
Customer (finance): Hi Daisy, I need to find the closest branch location to me.
Intent: FindBranch
Customer (finance): One twenty-one Parkside Acres, Branson Missouri. Actually you know what, now that I think about it I just wanna go make a transfer but can I do that on the phone with you?
Intent: MakeTransfer
Customer (finance): Well, I was wondering if you could check the liquidity of my accounts.
Intent: AskLiquidityRatio
Customer (finance): Well, I guess while I have you on the phone, if you could check my checking account balance that would be great.
Intent: CheckAccountBalance
Customer (finance): Yeah, that sounds correct and one other thing, where is the nearest branch location? Cuz I have a deposit to make later on today.
Intent: FindBranch
Customer (finance): Oh OK that sounds about right. what are your banking hours today?
Intent: GetBranchHours
Customer (finance): Hi Brandon, calling to update my street address.
Intent: UpdateStreetAddress
Customer (finance): yeah yeah I'm sorry I I also wanted to apply for a corporate credit card if that's all right.
Intent: ApplyCreditCard
Customer (finance): All right, so what I would like to do is because I I I I am always in communication with you guys so, and I don't have much time to call all the time so I need to update my email cuz all of my communication is through email with everyone.
Intent: UpdateEmail
Customer (finance): Oh yeah that's right. I I was calling yeah I was online and I was checking my balance and I wasn't completely sure if the online balance is up to date or not so I thought I would give you guys a call. And hear the balance over the phone just to make sure that that is the same as the balance I'm getting online.
Intent: CheckAccountBalance
Customer (finance): I was also wondering what what kind of card you guys are offering what what's the difference between your your different cards?
Intent: GetCreditCardInfo
Customer (finance): yes, I would like to get my net income for my business.
Intent: NetIncome
Customer (finance): OK, can you direct me to the nearest branch.
Intent: FindBranch
Customer (finance): OK, I know where that Streets at. It's not too far away. So, if I can not find my PIN number, I'll, I'll go down and, and have them reset it. what's what hours is that bank, branch open?
Intent: GetBranchHours
Customer (finance): I'm good, I'm doing good. I just wanted to reach out. well really because I want to check my debt income ratio.
Intent: GetDebtIncomeRatio
Customer (finance): Hi Daisy. I need to change my account pin number to a number I won't forget so easily.
Intent: ChangePin
Customer (finance): Yeah, I got a letter in the mail talking about the IntelliBusiness silver card I think it's called? and the couple of bullet points that are provided looked really interesting. So I'd like to know more about it.
Intent: GetCreditCardInfo
Customer (finance): Yes. I'm to make a withdrawal so could you give me the closest branch location to my address please?
Intent: FindBranch
Customer (finance): yeah, I wanted to see if it was possible by just giving you a call, can I do a wire transfer?
Intent: MakeTransfer
Customer (finance): Hey, Joseph yeah. Small request, nothing to wild. I'm just gonna need to change our street address with you guys. a lot a stuff happened back home. needless to say this is kind of imperative but but no. I don't wanna borden you with this. But my kid got in a fight and like he really really messed up the other kid. small trial. went kind of regional news was picked it up. but post that we've just became local celebrities or locally infamous and now it looks like we're just needing to you know, find a change if scenery. Move move move out of that area and have a fresh start. Yeah. Yeah it was. It was some heavy heavy times definitely.
Intent: UpdateStreetAddress
Customer (finance): Yes, so I'm trying to figure out some business expenses for the moment. I don't know if I have spent more on our company credit card this month than I normally do. So I need to find out how that has changed my budget.
Intent: CheckAccountBalance
Customer (finance): No, that's the only one I have with Intellibank. But can I ask you real quick? are you able to pay that credit card through your online banking account?
Intent: OnlineBankingInfo
Customer (finance): Yes, if you could tell me that information. I just need to know how much I've spent, I guess is what I'm looking for.
Intent: CheckAccountBalance
Customer (finance): And, anyway, I have decided that I wanna go ahead and apply, well not apply but open the Intel Bank Smart Savings account.
Intent: OpenAccount
Customer (finance): I was having trouble with my ATM card and the PIN number so I need to get my PIN number reset. Can I do that with you?
Intent: ChangePin
Customer (finance): I also wanted to get some information on exchange rate. I wasn't able to to find any information on your website So I was wondering if you could give me some information. The yen to a peso. What what what is our exchange rate for that?
Intent: GetExchangeRate
Customer (finance): Number one, I would need to get some information from you about my consumer price indexes.
Intent: AskConsumerPriceIndex
Customer (finance): Well we're talking about trust and I no longer want to get statements delivered to my house.
Intent: ChangeStatementDelivery
Customer (finance): Well, I'm looking in to send money. So I'm looking into the exchange rate.
Intent: GetExchangeRate
Customer (finance): OK. Great well, while I have you on the phone. As I said, I'm looking to make a transfer. but I'd rather do it in person so could you please tell me the nearest branch location to me. And could you also tell me their hours.
Intent: FindBranch
Customer (finance): Good good so I have an account with I have an account with you, I've been with Intellibank for about three years now I'm looking to deposit more money like a significant amount more into my account and I do wanna I'm interested in different investment opportunities I'd like to diversify a lot more and I have an idea of what I wanna do but I would really like to talk speak a investment professional or financial advisor, do you have a financial advisor available or one that could maybe you know schedule a call with me and I just I have some several questions I I would just feel much better if if you know if I could speak to a financial advisor, are you a financial advisor?
Intent: ScheduleAppointment
Customer (finance): Hello Michael. Oh, I am wondering what the options are for a small business owner such as myself in acquiring a corporate credit card.
Intent: GetCreditCardInfo
Customer (finance): Oh great. Nice to meet you Harrison. Congratulations on your time with your company. Congratulations on extended employment. Must be great to have health insurance. and I would like to request a quick liquidity loan.
Intent: AskLiquidityRatio
Customer (finance): Yeah, I want to check the balance on my silver business card.
Intent: CheckAccountBalance
Customer (finance): I'm doing good, I'm doing good. actually a little excited I think I'm about to venture unto something very big for myself and my business and I wanted to see about getting a real estate loan.
Intent: ApplyLoan
Customer (finance): Hi Jerry. I need to make a wire transfer man.
Intent: MakeTransfer
Customer (finance): yes. I have a business total checking account. And I would like to change my PIN number.
Intent: ChangePin
Customer (finance): Can you tell me what kind of business loans that you offer?
Intent: GetLoanInfo
Customer (finance): This is Joe Hill. I have a checking account with you and I need to order another batch of checks for my business, Positively Glistens.
Intent: OrderCheck
Customer (finance): Hi, William, I am calling to check my credit card balance.
Intent: CheckAccountBalance
Customer (finance): OK but will I be able to get my balance today and also a new card mailed to me? Is that possible?
Intent: RequestNewCard
Customer (finance): OK. That's not too bad. The other thing I want to do was add a user today. I forgot about that.
Intent: AddUserToAccount
Customer (finance): Hi Gina. I just need to know the consumer price index for the United States of America.
Intent: AskConsumerPriceIndex
Customer (finance): so the consumer price index I mean that's nice. I Can you also tell me the exchange rate for the euro right now? opposed to the dollar?
Intent: GetExchangeRate
Customer (finance): Okay. That's that's great. you know I also need to know the balance of my business platinum credit card. Not how much I owe but how much I I have room to charge. cuz I might be flying to Paris.
Intent: CheckAccountBalance
Customer (finance): Give or take, OK. That'll get me to Paris and back. That'll be fine. Yeah did you say you had a you know real estate loans you offering to?
Intent: GetLoanInfo
Customer (finance): That's fantastic. Alright. what's the excuse me. What's the process of applying for that? I'd like to go ahead and do that like, right away. Cuz I'm booking a flight like, super duper fast.
Intent: ApplyLoan
Customer (finance): I you know I I don't. Can I do any kind of pre approval for like tentative to where like I have that done so when I get an agent over there that the paperwork is done over here to where you know. Just finalize things if it goes through then it's just like having all the documents just like ready to go. Bang.
Intent: ApplyLoan
Customer (finance): Yeah. Okay. Just send me all that stuff via email and that'll be just fine.
Intent: RequestEmail
Customer (finance): All right, well I was I I just wanted to check my credit card balance.
Intent: CheckAccountBalance
Customer (finance): Hi my name is Sarah Wooley, I need to change the way in which my statements are delivered. I'm just getting way too much junk mail and I feel like I'm doing really a lot of damage to the environment.
Intent: ChangeStatementDelivery
Customer (finance): yes and I'd like some information too about how just to do everything online from now on.
Intent: OnlineBankingInfo
Customer (finance): Well Rose I need some help please with adding a user to my my business account.
Intent: AddUserToAccount
Customer (finance): Gotcha OK yeah then yes I'd be happy to, to make an appointment if I could.
Intent: ScheduleAppointment
Customer (finance): Hi I need to make a wire transfer please.
Intent: MakeTransfer
Customer (finance): Hi, how's it going? reason for my call is because I I was recently rejected from I applied for the Platinum Card and I I mean I've had an account with you all for six months and it first time I've applied for a card and I got I got turned down and I'm not quite sure why. I did get a notification saying my net income I didn't meet the the proper net income for for the Platinum Card. So I just wanted to speak to someone today about my net income just my account and to see if you know I'd be able to apply again for the Platinum Card or what other options I have.
Intent: NetIncome
Customer (finance): OK. Then let's do that. Let's stop the check.
Intent: CancelCheck
Customer (finance): Yes, so actually, while I have you on the phone, now I was wondering if you might be able to tell me the consumer price index?
Intent: AskConsumerPriceIndex
Customer (finance): Kyle hi Kyle. I am looking to do a wire transfer. my son he's out on a road trip, the car broke down, he doesn't have any money for repairs, he doesn't have the same bank so I think we're gonna need to do a wire transfer. I understand this is a business account but look this is this is where the money's at right now so yeah if you if you don't mind I'd like to get started on that.
Intent: MakeTransfer
Customer (finance): I mainly need to change my phone number, I think.
Intent: UpdatePhoneNumber
Customer (finance): Yes, I would like to apply for a real estate loan if we can do that right now.
Intent: ApplyLoan
Customer (finance): I simply need to change the email address I have on my account.
Intent: UpdateEmail
Customer (finance): Oh you know, I I really could use some kind of a loan.
Intent: GetLoanInfo
Customer (finance): Yes, so would you be able to tell me my net income for twenty twenty please?
Intent: NetIncome
Customer (finance): Hi Lisa. I need I need to cancel a check like ASAP.
Intent: CancelCheck
Customer (finance): Yes. I would also like to know the balance in my preferred account.
Intent: CheckAccountBalance
Customer (finance): if you can that'd be great. Like is it possible to get like a little receipt or something about it?
Intent: RequestEmail
Customer (finance): Oh, tell me about the traveler's card.
Intent: GetCreditCardInfo
Customer (finance): Hello? yeah, I'm back. Thanks so much. I'm looking forward. Just send all that info to my email please.
Intent: RequestEmail
Customer (finance): Yes sir. Yeah it's Ray's Construction Company. we've been established since May the seventh nineteen eighty-four. You know. And also what's the hours of your branch?
Intent: GetBranchHours
Customer (finance): yeah so I'm a business and I'm dealing with a client who's out of the country in Austria right now. he's trying to pay an invoice but he wants to send it in euros. so I guess I need to find out what the currency exchange is for the amount he needs to send.
Intent: GetExchangeRate
Customer (finance): Yes I accidentally left my card in the pocket of my jacket and then threw it in the dryer and it's melted.
Intent: RequestNewCard
Customer (finance): No I think that that's everything Can you tell me really quickly too. Am I able to check my credit card balance on my online banking?
Intent: OnlineBankingInfo
Customer (finance): I'm just calling because I would like to get a corporate card started here.
Intent: ApplyCreditCard
Customer (finance): Hi Bernadette. My name Dane my my name my name is Damien and I'm calling to make a transfer from one of my accounts to the other.
Intent: MakeTransfer
Customer (finance): All right. That sounds good. can you tell me what type of credit cards that you offer?
Intent: GetCreditCardInfo
Customer (finance): Good, good, good. I'm just calling to see if I can get a bank statement today.
Intent: GetBankStatement
Customer (finance): Yes. I'm never able to make it to the branch. What are you hours?
Intent: GetBranchHours
Customer (finance): Yes I wanna call to see if I can apply for a loan to buy some real estate.
Intent: ApplyLoan
Customer (finance): All right. Please email me some more information.
Intent: GetCreditCardInfo
Customer (finance): yeah I have a loan out with with you and I don't know how much, I don't know how much it is because I've I've made some payments on it and and now I'm like, I mean I I don't know. I mean I don't know how much it is. So can you maybe, how can you help me with that? Can you like take the, add up the payments that I've made thus far and like do some math or I mean I I don't know. Like I just, I don't know how much my balance is, you know?
Intent: CheckLoanBalance
Customer (finance): I just I I just wanted to update my street address. I moved my small business.
Intent: UpdateStreetAddress
Customer (finance): yeah I had some interest in what your online banking is like.
Intent: OnlineBankingInfo
Customer (finance): I can manage my small business account online?
Intent: OnlineBankingInfo
Customer (finance): Well good OK cuz I'm calling to cancel a cheque.
Intent: CancelCheck
Customer (finance): And by the way I also need the balance on my business complete account.
Intent: CheckAccountBalance
Customer (finance): Yes could you give me the date on the loan my loan?
Intent: GetPaymentDueDate
Customer (finance): Hi. I would like to apply for a corporate credit card.
Intent: ApplyCreditCard
Customer (finance): Hi. I would like to speak to someone about your tax specialist services.
Intent: ScheduleAppointment
Customer (finance): I want to apply for a line of credit.
Intent: ApplyLoan
Customer (finance): OK. I also need to get a consumer price index please.
Intent: AskConsumerPriceIndex
Customer (finance): Hi I need to take out a or apply for a line of credit please.
Intent: ApplyLoan
Customer (finance): Hi David. My name is Blake. And I'd like to close my account.
Intent: CloseAccount
Customer (finance): Perfect, perfect. And can I get some kind of confirmation that the account is legitimately closed?
Intent: RequestEmail
Customer (finance): Yes. I saw online that you guys have a credit card called the IntelliBusiness Silver card? the little bit that I read on there interests me so could you tell me more about it?
Intent: GetCreditCardInfo
Customer (finance): I need to check my loan balance on my business account.
Intent: CheckLoanBalance
Customer (finance): yeah but is first let me ask this. Is the rate fixed until two thousand twenty-two?
Intent: GetLoanInfo
Customer (finance): Loan with a pretty low interest rate? I have really good credit.
Intent: GetLoanInfo
Customer (finance): Well, I've I read about your SBA five oh four loans.
Intent: ApplyLoan
Customer (finance): Yes, so this is going to be a bit long-winded but I own Johnson Controls. I have an Intellibank Business Preference checking account with you guys. I received an invoice last week from one of my distributors and I'm looking at the bank ledger today and apparently I sent them two checks to this company for the same invoice so I need to find out how I can cancel one of them.
Intent: CancelCheck
Customer (finance): Yes so actually, while I have you on the phone, can I apply for a secured loan?
Intent: ApplyLoan
Customer (finance): Hi I need to transfer money from my Intel business total checking account to my Intellibank Business preferred checking account.
Intent: MakeTransfer
Customer (finance): Hello Joseph simple easy call on my end I'm just looking to get my credit card balance due.
Intent: CheckAccountBalance
Customer (finance): Well, I was thinking about checking out my debt to income ratio and just seeing how I'm doing there.
Intent: GetDebtIncomeRatio
Customer (finance): Hello, I was looking to Open up a savings account today. to have some info on that, if you don't mind.
Intent: OpenAccount
Customer (finance): Yeah I'm calling to try to get a bank statement. I was trying online and I just couldn't get in, I need some help, I need this statement right away.
Intent: GetBankStatement
Customer (finance): Yeah, actually, so far so good. I'm calling from Magma Architectural Design, and what I need to do is make an internal transfer.
Intent: MakeTransfer
Customer (finance): yeah, Suzie, actually, since I do have you on the phone, could I go ahead and verify the balance in the account number ending in seven one four three. That's the one that I just deposited those funds into.
Intent: CheckAccountBalance
Customer (finance): yeah, I'm sorry to be such a bother but could I go ahead and check the available balance on our Intellibank Business platinum card?
Intent: CheckAccountBalance
Customer (finance): Hey this is Joe here and I'm looking to get my credit report.
Intent: GetCreditReport
Customer (finance): you know I was thinking about one of those Intellicards. Intelli Travel Cards you know and
Intent: GetCreditCardInfo
Customer (finance): yes, this is Dan Thomas, T H O M A S. And I need to update my email address of my business.
Intent: UpdateEmail
Customer (finance): OK that sounds great, can you assist me with the closest branch?
Intent: FindBranch
Customer (finance): OK can you tell me what what days they're open and what hours?
Intent: GetBranchHours
Customer (finance): can you tell me what type of loans that you offer?
Intent: GetLoanInfo
Customer (finance): I just need to open up a a checking account please.
Intent: OpenAccount
Customer (finance): Morning, William. I'm just calling to, about my business account with you guys. And I just wanna change my street address cuz we're in the middle of a move.
Intent: UpdateStreetAddress
Customer (finance): no before I really what I really I need to order some checks.
Intent: OrderCheck
Customer (finance): I'm thinking about getting a secured loan is that something you could help me with today?
Intent: ApplyLoan
Customer (finance): OK, yeah, applying in person might be easier I could bring in some more documentation I guess. can you give me the the closest branch that's located near me?
Intent: FindBranch
Customer (finance): OK, can you tell me what days and what hours they're open?
Intent: GetBranchHours
Customer (finance): Oh, sorry I have a really bad cough. hi, I just need to check the the the balance in my commercial account.
Intent: CheckAccountBalance
Customer (finance): OK, ninety sorry my OK, yeah and I just wanted to see if a check number went through yet. If you could check that for me.
Intent: GetTransactions
Customer (finance): I have a. Could you just send me that info to my to my email please?
Intent: RequestEmail
Customer (finance): hi Anita. I just wanna check the balance of my commercial checking account please.
Intent: CheckAccountBalance
Customer (finance): Yes I wanna get the my balance on my SBA loan.
Intent: CheckLoanBalance
Customer (finance): while I have you though like can we go ahead and check the credit card balance and see how much I currently owe?
Intent: CheckAccountBalance
Customer (finance): I wanna find out the exchange rate.
Intent: GetExchangeRate
Customer (finance): yes, actually. I was wondering if you could tell me a little bit about the IntelliBusiness Silver Card.
Intent: GetCreditCardInfo
Customer (finance): Hey Patty, I'm wanting to cancel a cheque.
Intent: CancelCheck
Customer (finance): You know I am hanging in there man wanted to call today and enquire. About a loan that I've got. Last year it's a SPA loan I'm hoping you can help me with it I I was making some payments and then I stopped making payments and with the interest and everything I'm just I'm not completely sure like where it stands at this point. Yeah I'm just hoping you can fill me in with the details OK.
Intent: CheckLoanBalance
Customer (finance): hi I just wanted to check my account balance today.
Intent: CheckAccountBalance
Customer (finance): Hey Rose Marie, I'm calling to check some account balances with you if that would be possible.
Intent: CheckAccountBalance
Customer (finance): yeah actually while I'm thinking about it would it be possible to go ahead and check the available balance on our platinum card. I'm not. I'm pretty sure that we sent the payment over for that but I'm I just wanna double check and I I should be able to know from the available balance.
Intent: CheckAccountBalance
Customer (finance): Yes. I got a letter about my Intellbank loan. I wanted to get this payment done without having to call every time. is there any way to do that? Can I complete that over the phone or do I need to go to a branch?
Intent: SetAutoPayment
Customer (finance): Yes Jerry, I need to get the exchange rate of ten thousand dollars into pounds. Can you help me?
Intent: GetExchangeRate
Customer (finance): The PIN number is one zero one seven. And I also want to know what my account balance is.
Intent: CheckAccountBalance
Customer (finance): Alright thank you. So now I want to check out another thing. I want to check out the exchange rate for pesos to the American dollar please.
Intent: GetExchangeRate
Customer (finance): Yeah, so that does that sounds a lot like what I'm looking for. can you tell me how I apply for that?
Intent: ApplyLoan
Customer (finance): Hi Brian. I this is Mason. I just wanted to set up some automatic billing. so I've my company just took on a big client. So I'm hoping that we can get this set up so that there's no. There's no down time between out jobs.
Intent: SetAutoPayment
Customer (finance): Hi Celeste I need to apply for a term loan please.
Intent: ApplyLoan
Customer (finance): yes, I'm over here enjoying the ball game and my friend's house and something came up across the screen about Intellibank and stock prices. could you tell me something about that please?
Intent: GetStockQuote
Customer (finance): Hey Jordan. this is Andrew. right now we're just kinda looking to change our street address for the company. yeah. That's kind of about it. We've kind of moved to bigger digs and so we're looking to just get everything in a row. All our ducks, all our geese and all our little chickies.
Intent: UpdateStreetAddress
Customer (finance): Intellbank would take care of me. So, let's let's see what you got. What are, what are the, what are the terms if has, S B A seven A loan?
Intent: GetLoanInfo
Customer (finance): Yes, I would like to apply for a twenty-five million dollar loan.
Intent: ApplyLoan
Customer (finance): no it's fine. OK. So the the reason I want to call is I just am looking at a to get my debt income ratio.
Intent: GetDebtIncomeRatio
Customer (finance): so out of curiosity, what's the interest rate on some of those loans?
Intent: GetLoanInfo
Customer (finance): Yeah I'm account credit card what's the status on that?
Intent: CheckAccountBalance
Customer (finance): Great. All right so Daisy I've I'm actually calling cuz I wanted to for a couple of reasons I'd like to change the statement delivery.
Intent: ChangeStatementDelivery
Customer (finance): All right the other thing, I'd like to apply for a SBA loan.
Intent: ApplyLoan
Customer (finance): Let me ask you something like there so the SBA loan the five oh four is it when does the interest start to is it free interest for the first year and after the the first year then the interest goes up and it's no annual fee or what does that look like?
Intent: GetLoanInfo
Customer (finance): OK. Well, I want to I wanna actually send some money over to my parents. and they're currently in England.
Intent: MakeTransfer
Customer (finance): I wanna send some money over and I just wanna make sure that you know, they the the currency, what the currency is, exchange rate.
Intent: GetExchangeRate
Customer (finance): I'm actually thinking about maybe trying to apply for a secured loan.
Intent: ApplyLoan
Customer (finance): Thank you. can you tell me if if I use the building as collateral, if something happens with the loan, will they come and take the business property?
Intent: GetLoanInfo
Customer (finance): So I want to know mhm what my debt, income ratio is.
Intent: GetDebtIncomeRatio
Customer (finance): My name My name is Sharlene and I'd like to make an Intelli transfer.
Intent: MakeTransfer
Customer (finance): Oh, OK, and I was wondering could I please know how much is left in the account?
Intent: CheckAccountBalance
Customer (finance): I'm doing great thank you. I'm actually calling to see if we could change our delivery method for our statements from paperless to paper. I'm actually quite embarrassed to say this, but the amount of email that I do get I think sometimes I might actually accidentally delete our statements. So I think it would just be a lot easier for us if we could have that sent to us in the mail.
Intent: ChangeStatementDelivery
Customer (finance): actually yes ma'am, Ms. Latisha. While I have you on the phone could I go ahead and check the balance of our SBA five oh four loan?
Intent: CheckLoanBalance
Customer (finance): Hi Jessie, I need to cancel two checks as soon as possible.
Intent: CancelCheck
Customer (finance): Sweet James! I'm looking for a loan.
Intent: ApplyLoan
Customer (finance): Hi my name's Tammy Smith. I'm calling to talk about opening up a business checking account.
Intent: OpenAccount
Customer (finance): on the online banking do y'all have apps for Android and iOS?
Intent: OnlineBankingInfo
Customer (finance): Hello, Mitchel, I'm just need a little bit of information regarding my debt ratio.
Intent: GetDebtIncomeRatio
Customer (finance): Hi I was hoping to check my loan balance.
Intent: CheckLoanBalance
Customer (finance): OK, great. So go for three months and then I'll pay fifty percent increase.
Intent: PayLoan
Customer (finance): Yes, I'm calling because I need to change my delivery method on go paperless.
Intent: ChangeStatementDelivery
Customer (finance): I totally agree, and listen can you tell me my balance too?
Intent: CheckAccountBalance
Customer (finance): Hello, my name is Charlene. and I was wondering I needed help in updating my street address because I recently moved my locations since I noticed that my business is doing much more better as they new streets at work rather than the old street at which I was at.
Intent: UpdateStreetAddress
Customer (finance): Hey, Tanner. I am calling to get a quick acuity ty ratio.
Intent: AskLiquidityRatio
Customer (finance): Hello. My name is Sheldon and I want to change not really change but updates my phone number for my business, because it seems like most most of the time I seem to be getting spam calls rather than calls that deal with my business.
Intent: UpdatePhoneNumber
Customer (finance): Oh OK and what. What are the features of the app, like what would I, What are the things that I can do through the app rather than going person to do at the bank or through calling customer care.
Intent: OnlineBankingInfo
Customer (finance): Yeah I need to. I I moved recently. I need to update my street address it doesn't mess anything up when I'm going business.
Intent: UpdateStreetAddress
Customer (finance): Hey, how you doing? my name is Brian Williams and I was calling in regards to paying off my credit card.
Intent: MakeCreditCardPayment
Customer (finance): hello. My name is Charlene. And I was . I need help. Because I see I'm running a business. And the expenses are really high, and I like to open a my accounts maybe into two so that I can more easily manage the day-to-day payments that I make or receive.
Intent: OpenAccount
Customer (finance): yes actually I got a letter in the mail about the Intellibank Sliver card I want to know more about that.
Intent: GetCreditCardInfo
Customer (finance): no I need to speak to my financial advisor before I make any actions but I'd love it if you would send that information to me in a email.
Intent: RequestEmail
Customer (finance): Well I have my eye on the prize so to speak. There's a new pizza oven that I was wanting to purchase that would upgrade our business capacity a bit however I'm not quite sure about my credit so if I could get you to is there a way I can run my credit and get a report and get it mailed to me?
Intent: GetCreditReport
Customer (finance): Hey, Rita. I got a new cell phone and I have I have a business account with with you, and anyway I got, I got a new phone and and I'm just letting you know that that if you call, like if somebody tries to call my old phone from the bank, that somebody else is gonna answer it. Cuz I have. It's. I have a different number.
Intent: UpdatePhoneNumber
Customer (finance): Hey, how you doing? This is Kevin Peters. I needed to I'm the reason why I'm calling is cuz I needed to order some checks.
Intent: OrderCheck
Customer (finance): Hey how are you doing man? This is Allen Pierce. I was calling in regards to get you know order some cheques. And get some things rolling for my business here.
Intent: OrderCheck
Customer (finance): yes. I need to check my the balance of my loan please.
Intent: CheckLoanBalance
Customer (finance): Hey William. my name is Dan Jenkins and I am calling because I wanted to update my phone number. I'm actually changing my whole provider. So.
Intent: UpdatePhoneNumber
Customer (finance): Yeah so that that's what I'm calling for actually. I I'd like to update the phone number for my business.
Intent: UpdatePhoneNumber
Customer (finance): Hey Norman. I need well I was calling about asking about your guys' loans. What type of loans you guys might offer. I think I might need one. yeah, I've called I called in before I spoke to someone else. Think her name was Pam. I don't know if you guys have any of that on record. but yeah I just looking at one one of your guys's loans maybe. I was hoping you can tell me more about it. for my company.
Intent: GetLoanInfo
Customer (finance): I think that's what Pam suggested too. OK. So, let's go ahead and do that then. A secured loan.
Intent: ApplyLoan
Customer (finance): Oh I'm having a good day, thank you so much for asking. listen Kristy, I'm calling from Grade A Investments and I have a client that is wanting to withdraw some money from one of their account. And of course she's needing it yesterday. but fortunately we actually do have an account that is set up just for these purposes. So I guess what I need to go ahead and do is make a wire transfer and withdraw the money from our account and deposit it into her account.
Intent: MakeTransfer
Customer (finance): Yeah. That. That's. Yeah cuz I I need to talk to somebody and right now I'm taking a lot of risks and I need to find somebody to eliminate my risks and make it more you know positive shall we say? or or, yeah. Yeah.
Intent: ScheduleAppointment
Customer (finance): Hey, how are you doing, man? My name is Kenneth Williams, and I am calling to pay my credit card off, finally! So yes. I need to do that and yeah man, I'm just so excited to pay it off because I feel like a man now. So.
Intent: MakeCreditCardPayment
Customer (finance): if we can, can we do like some autopilot or something like that? Maybe we can do next month or something?
Intent: SetAutoPayment
Customer (finance): I've been making payments for but I'm not sure how for I've gotten with it and how much the balance is remaining because I am not haven't been able to look look up look up on it.
Intent: CheckLoanBalance
Customer (finance): I'll like to check up my loan balance.
Intent: CheckLoanBalance
Customer (finance): I need to apply for a real estate loan, please.
Intent: ApplyLoan
Customer (finance): Mhm I just would like to add a user to my account.
Intent: AddUserToAccount
Customer (finance): So to rectify this situation I would like to I don't know I feel like I'm at the point where I want to close my account but why don't we start at the root of the problem and change my phone number, can you help me with that?
Intent: UpdatePhoneNumber
Customer (finance): How you doing Jerry. I need to make a payment on my SBA loan.
Intent: PayLoan
Customer (finance): Thank you very much. I appreciate that. I'm just wondering why do I have to keep calling in. Is it is there another way I can do this? Automated or something, keep calling in. I don't have a problem making my payment. But it's kinda sometimes time-consuming to be calling in every time.
Intent: SetAutoPayment
Customer (finance): Let me know what that account balance is anyway.. Please.
Intent: CheckAccountBalance
Customer (finance): And you know I I really have an invoice I need the currency exchange rate for twenty thousand dollars to euro. Can you help me?
Intent: GetExchangeRate
Customer (finance): Yes, can you just tell me my account balance?
Intent: CheckAccountBalance
Customer (finance): And so before I get another loan out there, I I just want to make sure that my quick liquidity ratio is is at a good place. I for some reason can't. Like you guys sent me a statement in the mail and I can't I can't find it or I've misplaced it. I my my brother's in town who's visiting and he he tried to clean my office to be nice and and he he just misplaced it and don't you hate it when you have people come over and like they touch things and then stuff is out of place and then so so now I can't it so, so here I am talking to you trying to find out about my quick liquidity ratio. My. Is is this the right number?
Intent: AskLiquidityRatio
Customer (finance): So I'm just calling because I wanted to apply a loan. I was gonna say file an information but I don't need any information. I just want to go jump right to it. And I wanted to apply for a secure loan.
Intent: ApplyLoan
Customer (finance): I need to update some account information. change my phone number mainly.
Intent: UpdatePhoneNumber
Customer (finance): Oh, I don't know. Do you think I qualify for that?
Intent: GetCreditCardInfo
Customer (finance): Oh yeah, that would be great. Do you think? You know, I don't know how much time I have this morning so could you send me an email?
Intent: RequestEmail
Customer (finance): Louisa I had and and application that I was submitting for your cooperate card online.
Intent: ApplyCreditCard
Customer (finance): I read something about real estate loans that you guys have also.
Intent: ApplyLoan
Customer (finance): Risa, I'm wanting to open a S B A seven A loan, admin costs.
Intent: ApplyLoan
Customer (finance): let me ask you, what, what are the term lengths for these, these loans?
Intent: GetLoanInfo
Customer (finance): Hi. quick quick and easy. Quick and easy checking my credit card balance due.
Intent: CheckAccountBalance
Customer (finance): OK. I'll pay half.
Intent: MakeCreditCardPayment
Customer (finance): Yes. I wanted to check my credit card business balance credit card.
Intent: CheckAccountBalance
Customer (finance): Well we just go ahead and pay that off.
Intent: MakeCreditCardPayment
Customer (finance): It's going pretty good. it's so the reason I'm calling is I'd like to change my email address for you.
Intent: UpdateEmail
Customer (finance): I can't earn points with the silver?
Intent: GetCreditCardInfo
Customer (finance): What what's the catch with the gold card? Why is there none for the silver, some for the gold?
Intent: GetCreditCardInfo
Customer (finance): Me. I think I'm going to apply for it.
Intent: ApplyCreditCard
Customer (finance): OK. Hey, also tell me. Hey, what's the balance on that card, man?
Intent: CheckAccountBalance
Customer (finance): What the fuck, Mari. Yes, platinum card yeah, I'm sorry. that's what I wanna sign up for.
Intent: ApplyCreditCard
Customer (finance): Oh yeah! That's right. I I got a new number .
Intent: UpdatePhoneNumber
Customer (finance): Yes, I just didn't know what options there were possibly. like could I get a loan or one of those payment line things that you have so that there's available funds. if we run into a bind, basically.
Intent: ApplyLoan
Customer (finance): Yes, I'm wanting to apply for a loan.
Intent: ApplyLoan
Customer (finance): Yes, I have all of the business accounts with Intellibank for the business, Can you tell me real quick what kind of, can you kind of explain the SPA seven A loan to me so I can be sure that that's a fit for me?
Intent: GetLoanInfo
Customer (finance): Word up Jess. yeah so got something in the mail. Just kinda wanna set up an appointment to see if this something I would wanna do for my business.
Intent: ScheduleAppointment
Customer (finance): Hi, my name is Tammy Smith, I was just calling to get my net income on my business.
Intent: NetIncome
Customer (finance): I'm doing quite well. The reason I'm calling this morning, I need to apply for a line of credit.
Intent: ApplyLoan
Customer (finance): Right. Well I was hoping to look at certain exchange
Intent: GetExchangeRate
Customer (finance): Yeah, this is Alex Paul and I was calling in regards to pay off my credit card.
Intent: MakeCreditCardPayment
Customer (finance): Yes, yes. I'm I'm calling because I'm thinking about getting a real estate loan. And so I have a a small contracting company. And and usually fix a lot of different clients' houses. But we're looking to actually purchase our own property, looking to move pretty soon, within the next thirty days, like to close this deal. And so before I submit any kind of application online, like to just do. I'd like to just get a quick liquidity ratio update because the statement that I have here's maybe like six, seven months old. I can't find the recent one, so I'm having a bit of trouble logging in online. so I was hoping to talk to someone that could help me get a current quick liquidity ratio. Could you help me with that?
Intent: AskLiquidityRatio
Customer (finance): Man so first and foremost I need to order checks. But man people are going crazy down my throat and asking me all these questions and one of my my my top employees of the director of of the blockchain system that we we're running you know this guy just messed up everybody's pay system. He wrote in the wrong code. And I'm just like oh my gosh man what this this couldn't get any worse for me. So I'm just kinda all of the place man and then you know people are trying to walk out and all this stuff so now I need they're demanding their checks and this and that so.
Intent: OrderCheck
Customer (finance): no we're we need to change that. I don't know why that didn't update I I I I need to change that that that's definitely old.
Intent: UpdateStreetAddress
Customer (finance): Hi Cory. so I was calling today to find out what payment I'm supposed to be making on my loan this month.
Intent: CheckLoanBalance
Customer (finance): OK. Yeah sorry. My husband he usually pays it but he's out of town this month so I wanted to go ahead and do that so he doesn't have to worry about it.
Intent: PayLoan
Customer (finance): Awesome. I was looking to set up some automatic billing. I have a client in Fresno that he is behind on his payments. I yeah created his website for him and he's he's been kinda ducking my calls. So I wanted to set up this automatic billing since I have all his account information and everything.
Intent: SetAutoPayment
Customer (finance): Hello my name is Sharlene, and I have a credit. Or is this a question? Because I just realized I issued a check but I don't have enough funds. So I'm not sure if it's possible for it to be canceled. Because it's also it's been like two days since I issued the check.
Intent: CancelCheck
Customer (finance): Hi I just need to update my phone number please.
Intent: UpdatePhoneNumber
Customer (finance): Jonathon yes sorry I did not intend to take up your time like that. I know we're all busy. So why I'm calling you because I was speaking with a friend about Intellibank and you know he was going on and on and on about I guess you have some sort of like some sort of like financial elevator I think is what they call it. Financial elevator that like you know they take your information and they like help you make more money. You know basically is what they do, financial elevator. I want them to like get an appointment going with financial elevator elevators.
Intent: ScheduleAppointment
Customer (finance): Hi, how's it going? yeah so the the reason for my call is I'm I'm wondering what my net income is?
Intent: NetIncome
Customer (finance): Hey, I wanna change my phone number.
Intent: UpdatePhoneNumber
Customer (finance): Sally's Hair Salon. You know I also, if you don't mind. I want the balance on my SBA loan too.
Intent: CheckLoanBalance
Customer (finance): Hi, this is Peter Davies. I want to update my address for my business.
Intent: UpdateStreetAddress
Customer (finance): maybe that is better yeah because I getting so much paper these days. Yeah OK, let's do that through email.
Intent: ChangeStatementDelivery
Customer (finance): Yeah. Can you send me the information through email please?
Intent: RequestEmail
Customer (finance): OK. there's another thing, I want to change my security pin.
Intent: ChangePin
Customer (finance): Yes. And then I also want some information about a loan.
Intent: GetLoanInfo
Customer (finance): I'm also doing well. The reason I'm calling Intellbank this morning is I'm needing a secure loan. And I have collateral for the for the loan.
Intent: ApplyLoan
Customer (finance): So what I was hoping to do is open a line of credit use that to start paying the real estate loan right away.
Intent: ApplyLoan
Customer (finance): So how we just skip all that and go straight to the loan for the real estate?
Intent: ApplyLoan
Customer (finance): OK, hello. My name is Sharlene and I'm having a problem with my statements being delivered via through the mail because if any, it doesn't look true say for me because anybody can get access to it without even me knowing it. So I was looking for another more another more reliable and safer way for me to receive my statement.
Intent: ChangeStatementDelivery
Customer (finance): Hey Georgia, this is Michele over at Carol's Restaurant Group, I was calling to check some account balances with you please.
Intent: CheckAccountBalance
Customer (finance): Cool. So how do I go about changing my address? And also I need to also what's what's my balance of my my Intellibank intelligent savings?
Intent: CheckAccountBalance
Customer (finance): Hey Derrick. My name is Teddy, and I wanna change my PIN.
Intent: ChangePin
Customer (finance): yeah I wanted to inquire about an S B A loan. I was hoping I can I can get one for my business.
Intent: ApplyLoan
Customer (finance): Hey Robbie. just kind of going through everything looking through my information on my account and just I dunno something it seems to be missing. I made some charges, you know, as one does, and I'm not sure if they've gone through. And if they've gone through it's it's gonna be kind of big big issue with the house. Big issue with the house. We're doing some renovations and I'm just worried that that we're just not gonna have enough there to finish up. We're looking at this couch, which is beautiful couch, maybe a bit out of our range budget wise it's starting to stack up. I I I I dunno what else to say. trying to trying to make her happy, trying to do the right thing.
Intent: CheckAccountBalance
Customer (finance): Hi, I'm just there's a, a I, so I have some customers check in to the business and I just, it hasn't even gone through, or like there's been an issue with like the voicemail or something, or maybe they have the wrong address or the phone number. I don't know. It's just, I've been having some administrative troubles. I I guess, I dunno, yeah, I yeah, I just haven't been getting the calls. some of the calls hadn't gone through, they've been, one time they, a customer like called my my my mobile, my cell phone number and I guess I'm just seeing, calling you guys, get some answers. I dunno if you can check my file or.
Intent: UpdatePhoneNumber
Customer (finance): Yeah. I lost the letter that says how much I owe. So I wanna know how much I owe for this month on my credit card.
Intent: CheckAccountBalance
Customer (finance): Hi Daisy! I really need to move some funds around.
Intent: MakeTransfer
Customer (finance): Hey Eden, I wanted to get a quick liquidity ratio.
Intent: AskLiquidityRatio
Customer (finance): Oh, I need to check my available balance on my credit card account.
Intent: CheckAccountBalance
Customer (finance): no, I think that's all covered. do you know if the, will, will I, should I be able to go on the app tomorrow? Or?
Intent: OnlineBankingInfo
Customer (finance): Hi Maxwell, I'm calling to update my street address.
Intent: UpdateStreetAddress
Customer (finance): I wanted to also look into applying for an SBA seven A loan. I've been reading into those.
Intent: ApplyLoan
Customer (finance): Okay. I'm waiting on that. on the SBA, the grant. Is it. So I don't have to pay it back cuz it's a grant?
Intent: GetLoanInfo
Customer (finance): Yes sir. I need to change my statements to paperless.
Intent: ChangeStatementDelivery
Customer (finance): Yes ma'am, I sure am. The reason I'm calling is, I have an employee here who got his paycheck and he went to the bank to go and deposit it but when he got there, he could not find it anywhere and he has searched his car, he has searched his house, and he's checked his locker up here. And we have looked everywhere for it but it is gone apparently. So I guess what we're needing to do is cancel out that check so I can go ahead and re-issue him a new one.
Intent: CancelCheck
Customer (finance): Yes, actually Veronica, since I have you on the phone. We have the Intellibank Business Platinum card with y'all could I check the available balance of that real quick?
Intent: CheckAccountBalance
Customer (finance): Hi. Yes, I'm calling because I need to get my net income for specific dates please.
Intent: NetIncome
Customer (finance): is there a way to do all of this online?
Intent: OnlineBankingInfo
Customer (finance): I'm calling because I'll like to speak to a financial advisor. I I have a business I have a business account with you and I'm looking to to add investment into my account and I just wanna you know make sure I I run it by a financial advisor to make sure you know, it makes sense, and make sure it's something feasible. Is there anybody handy that I that I can talk to only have a few questions?
Intent: ScheduleAppointment