splevine/dstc11-intent huggingface dataset:
Customer (finance): Hi, this is Peter Davies. I wanted to let you know that I changed my phone provider. So I got a new number. And yeah, it's better I think if you have that updated there.
Intent: UpdatePhoneNumber
Customer (finance): If I ask for the gold credit card, you are able to send me information about that?
Intent: GetCreditCardInfo
Customer (finance): Hi, David. Yeah, I need to I need to change the PIN for my my business Intellibank Intelligent Savings Account.
Intent: ChangePin
Customer (finance): Hi Doug I'm Joe. I was calling get some info on a loan.
Intent: GetLoanInfo
Customer (finance): Yes so I have a business preferred checking with Intellibank and I'm trying to purchase some equipment for my business.
Intent: ApplyLoan
Customer (finance): OK then so how do I complete the loan? How do I apply for that?
Intent: ApplyLoan
Customer (finance): All right so I'm I I need to update I need to update an email number one. and I I haven't had a really great day today. how's your day?
Intent: UpdateEmail
Customer (finance): Hi Timothy I'm just calling to update my street address.
Intent: UpdateStreetAddress
Customer (finance): Yes actually I need to add a user on to the account as well.
Intent: AddUserToAccount
Customer (finance): Yes. Hey. I I want to apply for an SBA BA Seven A loan.
Intent: ApplyLoan
Customer (finance): Gee, you're right, I'm looking for the quick liquidity ratio. Thank you for that,, haven't had any coffee today, and I'm just so exhausted, I I really should grab a tea, or a coffee, or something. Do you like coffee?
Intent: AskLiquidityRatio
Customer (finance): Hi Tom at Intellibank. what's going on? I I I I I. Let me I've had a good year, to be honest with you, investing, and I'm looking to invest more money, so I wanna I think I'm in great standing with you guys, I I wanted to look into that. What what can you do for me?
Intent: ScheduleAppointment
Customer (finance): I'm doing really good let me rephrase that. I'm looking to be doing better, I've been having a lot of problems with my current bank that I do business with for my business and I've heard great things about Intellibank and looking to make a switch. So I wanted to find out exactly what is like my the requirements I need for to open a business account at your bank.
Intent: OpenAccount
Customer (finance): Hey, what's going on. this is Dominique Jackson and I am calling in regards to paying for my credit card. I need to knock that down a little, cuz you know how it is. If you don't pay it now things are just gonna go on and on and on and on and on and you guys are going to hell to me.
Intent: MakeCreditCardPayment
Customer (finance): Ooh, five hundred dollars. OK. I would like to set up a payment plan and yeah, I I I wanna You know what? No, no, no, no. I don't wanna set up a payment plan. Let me just go ahead and I I'll work this out and then, the card. Let me just set up an auto-pay. That way I don't have to worry about it, because Yeah and this time I'll make sure that when I actually do it I will actually pay, cuz the last time I actually did that. I paid it and then I got back into overdraft and I didn't pay my card cuz. You know what I'm saying, like it's just stupid. And they're looking for been there, and it's like oh what did you do? So yeah. I don't wanna jack up myself, so yeah. I'm gonna yeah. I'm gonna pay this off and I'm gonna make sure that I'm doing my job to actually pay. On time. So I don't have to worry about nothing. Just make sure I work and money's in there.
Intent: SetAutoPayment
Customer (finance): I just would like to take out a loan.
Intent: ApplyLoan
Customer (finance): Hello. I was requesting if I can have a or a document that can show all my transactions that I've done with them, with my account for me to show my accountant.
Intent: GetBankStatement
Customer (finance): The one that would work best for me, but right now we don't have our we're updating our algorithm software for payment solution, for direct deposit, for direct deposit so yeah we gotta wait on that one but I think ordering checks out probably the best option for us. So how long, what is the process of it being there?
Intent: OrderCheck
Customer (finance): You know what, is this, can I make a payment to my loan online?
Intent: OnlineBankingInfo
Customer (finance): Hi. I I have an account with you I it's it's been a while since I've since I've spoken with anyone in your office but I wanted to to just verify my net income because I I I had it printed out on the statement but you know my nephews were over and and they started moving stuff around the house and I misplaced it and and I can't find it like I think this last year it was like around a hundred thousand but I can't I can't find it Could you help me with that?
Intent: NetIncome
Customer (finance): hi, I need to change my address please, an address you guys have on file for me?
Intent: UpdateStreetAddress
Customer (finance): Yes Jerry I would like to know what the US consumer price index is?
Intent: AskConsumerPriceIndex
Customer (finance): OK, and is there somebody there that I could talk to about that?
Intent: ScheduleAppointment
Customer (finance): yes, hello, I need to check my credit card balance please.
Intent: CheckAccountBalance
Customer (finance): Yes and I need to find out what the interest rate on the real estate loan is.
Intent: GetLoanInfo
Customer (finance): Yeah that'd be great if you could do that and check into my accounts.
Intent: CheckAccountBalance
Customer (finance): Let's go with that option actually, that that would be fine.
Intent: CloseAccount
Customer (finance): Oh hello my name is Sharleen. And I wanted to open a new I want I want able, sorry entered a new credit card on my account.
Intent: ApplyCreditCard
Customer (finance): OK. And can you provide me with with my company's debt ratio?
Intent: GetDebtIncomeRatio
Customer (finance): Oh, I would like to open a savings account. calling.
Intent: OpenAccount
Customer (finance): Oh. Oh. I'm just looking to change my email address.
Intent: UpdateEmail
Customer (finance): This is Stacy Edwards. I'm almost out of my business checks, and I need to order some more.
Intent: OrderCheck
Customer (finance): Thanks. Also my main reason for calling was to see if I can get an investment report sent to me.
Intent: GetInvestmentReport
Customer (finance): Well I need I need to apply for a loan. I would imagine it's a term loan.
Intent: ApplyLoan
Customer (finance): Hi, Carlton. my name is Andre Hall. I would like to add another person to my account if that's at all possible. Can you help me with that?
Intent: AddUserToAccount
Customer (finance): Yes ma'am, I sure am. I'm calling because we have just switched over we've switched our telephone providers and I need to update some personal information, specifically our phone number.
Intent: UpdatePhoneNumber
Customer (finance): Yes, actually we have two loans with you. If you wouldn't mind, could I go ahead and check the balances for those?
Intent: CheckLoanBalance
Customer (finance): Hi, Stephanie. My name is Timothy. And I'm calling because I want to make a wire transfer to one of my external accounts.
Intent: MakeTransfer
Customer (finance): I have one question about that card. Does it also. Is it. Is it also a rewards card?
Intent: GetCreditCardInfo
Customer (finance): the silver card, it's the silver card. I started out with the cash back card, then I, I think I got the silver card, my wife actually has the gold card but, I wanted to see if I could potentially upgrade to the platinum card.
Intent: ApplyCreditCard
Customer (finance): OK I just wanna get a couple of things done. Let's do the the first one is that I wanna change the to paperless. And from the delivery of my statements.
Intent: ChangeStatementDelivery
Customer (finance): Yes I wanted to open up a corporate credit card.
Intent: ApplyCreditCard
Customer (finance): no. That's about it. I let's see if there's a balance in that account?
Intent: CheckAccountBalance
Customer (finance): Oh hello. My name is Charlene. and and and next update my phone number for my business because I think I think cuz since like it's getting confused with my personal line. And I don't want it to be a problem to me while I'm at work.
Intent: UpdatePhoneNumber
Customer (finance): and I was wondering do you offer the business black card. if I got it for .
Intent: GetCreditCardInfo
Customer (finance): Hi Debbie, I need to apply for a term loan please.
Intent: ApplyLoan
Customer (finance): All right. That sounds very good. what are the types of loans you offer?
Intent: GetLoanInfo
Customer (finance): Yeah, that what I'd like to do. I wanna apply for the term loan.
Intent: ApplyLoan
Customer (finance): and we're moving forward with that so I'm going to need to update my you know address account.
Intent: UpdateStreetAddress
Customer (finance): I'm doing great, thank you. I'm calling because we are closing our business so we're no longer going to be needing our our I'm sorry our business preferred checking account with you guys.
Intent: CloseAccount
Customer (finance): Oh I'm doing great, thank you. I'm calling from Well's Management Corporation. And what I'm meaning to do today is make an internal transfer from our secondary checking account into our primary checking account.
Intent: MakeTransfer
Customer (finance): Hi, I need to close my Intellibank business total checking account.
Intent: CloseAccount
Customer (finance): Yes. And I just want to put everything into my preferred checking account, I just want to have one account.
Intent: MakeTransfer
Customer (finance): Yes. So would you be able to tell me the quick liquidity ratio for my business? we are trying to hold an event and the forms for the insurance are asking about it on the loan. so I think I need to get that information so that I can provide what I need to.
Intent: AskLiquidityRatio
Customer (finance): Hi Ruth, I'd like to know the exchange rate between the British pound sterling and and what? You know? Let's let's do the let's do the dollar. No. Let's do the Canadian dollar. That's what I need to know. British pound sterling versus a Canadian dollar.
Intent: GetExchangeRate
Customer (finance): Oh right. yeah I'd like to apply for an S B twelve loan.
Intent: ApplyLoan
Customer (finance): I see. OK. That makes sense. That's fine. do you have like? can you send me information about how to apply for a real estate loan?
Intent: RequestEmail
Customer (finance): Hi, I how can you help me that's a good question. I've been trying to get help this entire time so what I wanna do is to apply for a line of credit. Do you think that you can do this for me or are you gonna give me the run around like all the previous agents that I've been on the phone with? How can you help me?
Intent: ApplyLoan
Customer (finance): while you're at it I actually have some other questions about my account. what is my limit? And also what is my current limit? And also what what kind of a what is the next step for applying for a loan?
Intent: CheckAccountBalance
Customer (finance): let's say hypothetically that I I wanted to apply for a loan. what kind of what kind of what kind of loan would would I be would would be suitable for for my business?
Intent: GetLoanInfo
Customer (finance): Yes, I'm a business owner and I'm needing to find the exchange rate for Europe.
Intent: GetExchangeRate
Customer (finance): OK, does Intellibank have a currency trade option on their online banking like can I change a currency when sending money?
Intent: OnlineBankingInfo
Customer (finance): OK, so eleven thousand one one four ninety-three in Euros. OK, I've got written down. OK, and you said you'd email me that exchange rate over. anytime I need to call though am I able to call and do this like I did today?
Intent: RequestEmail
Customer (finance): I'm just gonna get straight to it and let you know that I'm calling today about a line of credit I would like to open up for
Intent: ApplyLoan
Customer (finance): I wanted to check my credit card and see what the balance was currently.
Intent: CheckAccountBalance
Customer (finance): It it as nice as you've been and as helpful as you've been I'm guessing I could've checked this online.
Intent: OnlineBankingInfo
Customer (finance): OK, great, hi. so I was just calling today because I need to change the email that you have on file for
Intent: UpdateEmail
Customer (finance): Is there, like, an app I can use for my banking?
Intent: OnlineBankingInfo
Customer (finance): yes. Hello. I'd like to get some information about the last quarter's consumer price index please.
Intent: AskConsumerPriceIndex
Customer (finance): Yeah if you could do that and send over to them five hundred and eighty-six dollars.
Intent: MakeTransfer
Customer (finance): Hey, what's going on? listen man, I'm getting mad, frustrated. I'm tryna pay I wanna be able to pay. My credit card things are not working and I'm really getting pissed off because the Internet the the your website the the app, nothing's working. So, I've been tryna call people to help me with this, but nobody's getting back to me. So, thank you for answering. But now I need to be able to pay this off, because it's killing my ass. So I need to hurry up and get this done.
Intent: MakeCreditCardPayment
Customer (finance): Yeah, returning payment and paying yeah. Returning payment and paying
Intent: SetAutoPayment
Customer (finance): OK, so one of my employees man, like his name's A. J. We go we go way back he was a friend of my younger brother's. and man, we used to play basketball together and he used to be like such a knucklehead kid. We went to The Boy's and Girl's Club too. He used was the baddest dude in, got in fights all the time, got suspended from school. And whatnot and I hired him as a, you know, entry gave him an entry level job. Wanted to help him out, that's my little brother's best friend, but he's been doing really well. he's been at the company now at like five years. and I was I wanted to give him a promotion. I have given him a promotion and and yeah like he's he's now running our account. he's an account manager and I wanna give him give him some access to my finances, since he's running a lot of it for me, and and then yeah. So, I'm just calling to see how you can take care of that for me.
Intent: AddUserToAccount
Customer (finance): Hi Glen, calling to update my street address.
Intent: UpdateStreetAddress
Customer (finance): Well, I need to open up a new checking account.
Intent: OpenAccount
Customer (finance): Yes, I would like to apply for a term loan.
Intent: ApplyLoan
Customer (finance): Intellibank I I need to pay my credit card, yeah that's what I need to do
Intent: MakeCreditCardPayment
Customer (finance): Yeah would you be able to tell me the quick liquidity rate for my business? We are trying to hold an and the forms for the insurance ask a lot about it. So I need to get that information.
Intent: AskLiquidityRatio
Customer (finance): Oh yes, I need to request an investment report.
Intent: GetInvestmentReport
Customer (finance): Doing good. so I was wanted to inquire about I think it's called an SBA five oh four loan?
Intent: ApplyLoan
Customer (finance): I'm great, I'm great. So reason for my call is I'm a business owner. I I have a I have Succession Limo Service is my is my business. Well, actually I have two, I have two accounts with you. I have Succession Limo Service and and I have I have Ace Cafe. But the the cause in regards to Succession Limo Service. That's a newer account. With y'all, and so reason for my call is I'm looking to get an auto loan. I'm looking to get a expand the fleet of of limousines. There's a, yeah. There's there's this a big push for like, tiny limousines. I'm trying to acquire some, some, like, petite limousines for for my fleet, and I was hoping a loan could do that, could help do that, so.
Intent: ApplyLoan
Customer (finance): The quick liquidity ratio.
Intent: AskLiquidityRatio
Customer (finance): Hello, I'm calling to get some information from you guys on my investment. I looked over some info I got on your site but couldn't find the data I needed about investment. I'm I made through your company. Is there any way I can get that information from you guys? Is there is there some calls about obtaining this information?
Intent: GetInvestmentReport
Customer (finance): Yes I called the other day and spoke to Sarah but I had a call that came in. So I'm calling back, you know, because I'd really want to update my phone number.
Intent: UpdatePhoneNumber
Customer (finance): Yes, I need I need to get my credit card paid off but everybody's giving me the run around. it's simple, and then I couldn't get it online, I couldn't do it online, so this I needed some type of assistance and to get this job done! And nobodies helping me with this, so I tried to do it online, it wouldn't work with another card and it's not working, so now I have, I'm, you know, getting this using my checking, so I can, you know, get this matter done and get it paid off and everything and move forward, but I'm getting very frustrated because everybody's acting like they don't know what I'm talking about!
Intent: MakeCreditCardPayment
Customer (finance): Well, you know I'm OK. I'm OK. I'm all right. Thanks so much for asking. look. I'm in the market to buy a new car and you know I got a lot of people saying like now's a bad time. you know I thought I would just call my local bank here and get some advice from you. So what. You know what can you tell me? Where are we at with cars? Where's the prices? What are they looking like? Are they. Is it a good time to buy? Is it a bad time to buy? Should I wait? Should I not wait?
Intent: GetLoanInfo
Customer (finance): Hi I need to apply for a line of credit.
Intent: ApplyLoan
Customer (finance): Yes and also I need to find out what the exchange rate for that would be?
Intent: GetExchangeRate
Customer (finance): I think that is exactly what I need When can I meet with this person? How long would a meeting usually last? How often does one usually need to meet with a risk specialist when setting up an IPO?
Intent: ScheduleAppointment
Customer (finance): Hello. How are you doing? My name is Ryan Daniels and I'm calling in regards to I need order checks.
Intent: OrderCheck
Customer (finance): Yes that was the reason for my call so I'd yeah love love to go ahead and get a appointment scheduled. You know we're adopting a child so we just need a notary in order to kinda get that all all the ducks in a row for us.
Intent: ScheduleAppointment
Customer (finance): OK I'm interested in the corporate credit cards. what what do you offer there and what interest rate do you offer?
Intent: GetCreditCardInfo
Customer (finance): OK I I'm interested in the gold credit card.
Intent: ApplyCreditCard
Customer (finance): Hey, so I was just going online and I was thinking about maybe getting myself a loan, but I just want to double check to see exactly just what I need in order to do that.
Intent: GetLoanInfo
Customer (finance): Yeah I need to change my email from my account that I have. I need to get a different one.
Intent: UpdateEmail
Customer (finance): Also I'm gonna have to get a new bank card too, cuz my my the ATM ate mine and left in there on accident so that's another thing I have to get taken care of.
Intent: RequestNewCard
Customer (finance): Hi Baxter nice to speak with you. So I'm calling because I have recently moved and I'm loving my new location where I'm at but I have to change my phone number obviously because I'm starting at new business and I have a business phone and I can no longer or I have no no need really for my my my personal phone number anymore. So I am closing that that account with Verizon and I have opened up a new phone number which is with with my company phone. So I would ultimately, what I'm getting at, is that I would like to switch the phone number that's on file with you guys to the new phone number that I am currently using.
Intent: UpdatePhoneNumber
Customer (finance): Well, there's a couple of things I'd like to get done. First off, I'd like to look at the exchange rate with the Euro and the peso. See I'm gonna be going on a little trip. Just trying to see what's a good place to go through?
Intent: GetExchangeRate
Customer (finance): Check the price fluctuation index?
Intent: AskConsumerPriceIndex
Customer (finance): And I I never like made a note of what my balance is. Like I. So I. I like to go through and keep track of all my balances you know, I I kind of wanna contemplate at times whether I wanna consolidate loans or. You know what I mean? or pay off on a credit card possibly. but I but I I don't know what happened this month. I never wrote down what the balance of my business loan was. So I was hoping you can give me that balance please.
Intent: CheckLoanBalance
Customer (finance): Now I've been hesitant whole online banking thing. Maybe, you know, brought up a little old school. is it secure? You hear all these nightmares of things.
Intent: OnlineBankingInfo
Customer (finance): Lisa I'm attempting to get some information about exchange rates between two different currencies and I was wondering if you could help me with that.
Intent: GetExchangeRate
Customer (finance): Is there a way to see these things online by any chance?
Intent: OnlineBankingInfo
Customer (finance): yes I need to get about four hundred thousand dollars to buy some new machinery for my business.
Intent: ApplyLoan
Customer (finance): what interest rate do you offer? And the term length?
Intent: GetLoanInfo
Customer (finance): Hi Brian. I was calling to schedule a payment on my credit card account.
Intent: MakeCreditCardPayment
Customer (finance): could you. Could you actually let me know how much I have to pay off on my account?
Intent: CheckAccountBalance
Customer (finance): Hey, a buddy of mine was talking about a eight oh four loan. It's something I'd like to like to apply for.
Intent: ApplyLoan
Customer (finance): Just real quickly check my account balance? all the information there.
Intent: CheckAccountBalance
Customer (finance): I need to transfer do a wire transfer from my savings account into my checking account.
Intent: MakeTransfer
Customer (finance): well, in that case. You know, I do have an outside account and I was going to that online. It can I do that online?
Intent: OnlineBankingInfo
Customer (finance): I just wanna make a simple wire transfer.
Intent: MakeTransfer
Customer (finance): Hey Rick. I was hoping to make a a stock purchase today.
Intent: PurchaseStocks
Customer (finance): no, I think that's. I'll get some type of confirmation, right?
Intent: RequestEmail
Customer (finance): hi, I was just calling to apply for a term loan and I got disconnected.
Intent: ApplyLoan
Customer (finance): Whew OK great sorry if I'm a little flustered I am in the middle of a bit of an emergency here. I need to cancel a check.
Intent: CancelCheck
Customer (finance): Now in the future if this happens again and I need to cancel a cheque do I have to call and wait through all the prompts or is this something I can do online?
Intent: OnlineBankingInfo
Customer (finance): no, actually was looking to ask for some money.
Intent: ApplyLoan
Customer (finance): yeah. But is there a kinda loan where you can allocate an amount of money and I can take up to that amount, but I don't have to take it all. I can just take what I need, repay what I need something like that?
Intent: GetLoanInfo
Customer (finance): yeah, you gonna go ahead and give me my balance?
Intent: CheckAccountBalance
Customer (finance): Oh, OK. You do, where's where's the location?
Intent: FindBranch
Customer (finance): Hi I need to close my savings account, please.
Intent: CloseAccount
Customer (finance): OK, and then I just have a quick question, is there another way to access my account besides calling it in? Can I do it online?
Intent: OnlineBankingInfo
Customer (finance): Hi man I just I run a business and I have an account with you guys and I was just I need more money. I need a I want to hear about a what you guys can do to help me out here. I'm trying to expanding my business. Yeah I need more money man.
Intent: ApplyLoan
Customer (finance): Yeah want to ask about one of your credit cards. I think it's called the triple platinum triple platinum card.
Intent: GetCreditCardInfo
Customer (finance): Hi Daisy I'm looking to buy a piece of equipment for my business. But I'm not sure if I'm gonna be able to afford to put it on my credit card, so could you please tell me my credit card balance?
Intent: CheckAccountBalance
Customer (finance): Yes I need to add a new person to my account.
Intent: AddUserToAccount
Customer (finance): I am so dumb. I lost a cheque. I can't find it anywhere, I've literally turned over my entire apartment. I need to cancel it.
Intent: CancelCheck
Customer (finance): Hey, how you doing, Jerry? I got something in the mail on one of my little loans, saying that payment due and my question is, is this payment due on the twenty-ninth?
Intent: GetPaymentDueDate
Customer (finance): hey Jonathan, I'm looking to make some changes on the on our account. I believe we have a silver star checking account with you but that's besides the point. we're just needing to update our up up update our address.
Intent: UpdateStreetAddress
Customer (finance): I'm doing great. Thank you for asking. I need to check my Intel bank account balance please.
Intent: CheckAccountBalance
Customer (finance): OK, great. well I. I tell you. The reason I was trying to find out the account's balance. excuse me, the accounts balance is because we found some equipment that we found on sale this past weekend, and I was hoping it hoping the account balance was enough to to cover the the cost for these two new machines. I I think I wanna go ahead and apply for a line of credit with you all. would you be able to help me with that?
Intent: ApplyLoan
Customer (finance): Jane I was wanting to. my name is Eric and I have. I have several accounts there and I was wanting to check and see what my business debt to income ratio works out to be.
Intent: GetDebtIncomeRatio
Customer (finance): The same time there's somebody I wanna add to my account but.
Intent: AddUserToAccount
Customer (finance): Hello, this is Detri Allen, and I just wanted to see exactly, well what I'm calling in regards to, pay my credit card off but the problem was I called earlier nobody answered, and then when somebody did, I, you know, couldn't get things done. So I'm just calling back and doing this, and then yeah, so I wanted to give you my checking and make sure I can pay everything with my checking and not my card this time. So my checking number is seven six one five four three three three eleven and the routing number's five five three eight nine.
Intent: MakeCreditCardPayment
Customer (finance): I think that sounds like a very good idea. Very wise. Yes, a very wise idea. but I'm still not sure if this is a risk. I guess what I really need to is to talk to someone about the risks involved. Is there there someone who can meet help me assess the risk of starting a new business here so I could decide if I should lease the building I just looked at as a spot for a second location for my home appliance store? It is doing very well in Pinewood and I would hate to start a new one here and have it not work out.
Intent: ScheduleAppointment
Customer (finance): What's up Andy. My name's Aaron and I'm calling to check my account balance.
Intent: CheckAccountBalance
Customer (finance): OK. Oh I forgot. can you also check the the transactions from the authorized user on my account as well?
Intent: GetTransactions
Customer (finance): Not that I know of. confirm my my balance?
Intent: CheckAccountBalance
Customer (finance): Hey Sheldon I just I just wanted to call because I wanted to make a wire transfer for my business and it's kind of an urgent one. You know I'm just gotta be on the run soon. Can you help me out on that?
Intent: MakeTransfer
Customer (finance): Yeah. So I'm just calling in because I would like to to add someone to my account really. It's a pretty pretty simple task but maybe you can maybe you can help me with it cuz I've had issues with banks in the past and being on hold and all this all this type of stuff but you know I've I've I think that we are going to have a a good a good time adding a person to my account today I think. I have I have good feelings.
Intent: AddUserToAccount
Customer (finance): Yeah actually I also need to update the phone number on my business account.
Intent: UpdatePhoneNumber
Customer (finance): Well Honey, you're about to earn your money today. I am, I been trying to figure out my debt to income ratio And I've. I haven't been able to find any of your tabs or anything like that on your website. I know you guys have it on there. But I can't find it so, just thought you and see if you can help me with
Intent: GetDebtIncomeRatio
Customer (finance): Cuz there is a larger issue you know, eventually once I figure out what debt to income ratio is maybe we can figure out, if I can afford some of these items that I'm wanting to price, price index is something else.
Intent: AskConsumerPriceIndex
Customer (finance): That's good. Good to know good to hear. Like to I like to to hear people are doing good. Even though you could just be saying that but anyway. so I'm I'm a customer of your bank and actually have business accounts with you guys and personal accounts for many years now but I'm looking to do some things for my business and I wanted to find out what exact requirement, documentation requirements are needed to go about getting a business loan.
Intent: ApplyLoan
Customer (finance): Look at yourself in the mirror after not not looking too pretty, but I . I'm just calling right now to update my street address obviously cuz I moved.
Intent: UpdateStreetAddress
Customer (finance): yes actually. I almost forgot. I also would like to apply for a secured loan.
Intent: ApplyLoan
Customer (finance): All I wanna do is change the way that I'm receiving my monthly statements.
Intent: ChangeStatementDelivery
Customer (finance): Yes so I'm possibly wanting to open a business account and I was wondering what you'll required. before I'll be able to do that like what do you require for someone to do that?
Intent: OpenAccount
Customer (finance): Hi, this is Luis. And, I'm calling because I have a, well, I have a checking account with you. And I I was thinking of applying for a gold card next month, not not in a rush to do it right now, I'll probably due it next month. But I am considering getting an auto loan and then, I'm also thinking of starting a business, so I might want to expand and get a business account. And potentially get a SBA loan, but, before I do any of this, I I I would like to talk to a financial advisor. I've I've heard that you have a very good department of financial advisors. So, yeah, if I could get put into contact with with someone, I I'd love to set something up.
Intent: ScheduleAppointment
Customer (finance): Hi Jerry. I I usually do it online but I didn't wanna do it online. I have talk to a person right now. I'd like to make a market order on the gap.
Intent: PurchaseStocks
Customer (finance): Hey how you doing, Jerry? I was going to stop by but didn't happen. I run out of time. But I want to transfer some funds to my cause I got a big big hit going hit my checking account. I want to make sure the funds was there to cover it.
Intent: MakeTransfer
Customer (finance): Hello Giana. I keep forgetting when I have to pay this bill. my business has me working late almost almost almost night almost every night. and so it's hard to even pay attention what's going on at the end of the day sometime. I would like to set up a I would like to set up this bill for automatic payments, so I don't have to worry about this anymore. Can you help me with that please?
Intent: SetAutoPayment
Customer (finance): lost the one I had. gold card. I just need to get that replaced.
Intent: RequestNewCard
Customer (finance): Oh OK. let's go ahead and try that.
Intent: ApplyCreditCard
Customer (finance): hi. yeah I'm just calling because I need wanna hear about your guy's loans that you guys offer.
Intent: GetLoanInfo
Customer (finance): Actually can I ask I actually I wanted to ask you about like a credit card. I'm wanna get another credit card as well. Do you guys have like a like a bronze card or like something like that like . What kind of cards do you guys offer in terms of cards?
Intent: GetCreditCardInfo
Customer (finance): OK I have a couple things. I wanna look at exchange rates and also have a previous question too. so last time I I called up here about an exchange rate for what's it called, the Yen?
Intent: GetExchangeRate
Customer (finance): Great. I think you think that's what I'm gonna do if you can go ahead and exchange five hundred dollars of American. Just gonna be a little spending money.
Intent: MakeTransfer
Customer (finance): Yes. So I'm trying to find out what the Consumer Price Index is.
Intent: AskConsumerPriceIndex
Customer (finance): Hey Jenny, how you doing? I called, I guess it was about a month ago, to change over my statement delivery and I have yet to get my statement this month and I'm getting a little worried if I did it correctly, if there was a fail up on my end, your end, somebody's end.
Intent: ChangeStatementDelivery
Customer (finance): Good afternoon Natasha. I'm calling to set up an automated billing for one of my vendor account.
Intent: SetAutoPayment
Customer (finance): Well actually, it it's not even a problem so that's a good thing. I try to stay away from having problems in life and problems in business so that's going to lead to question number one. I wanted to find out about applying for secure business loan for my business. I was looking to do some upgrades to my business, you know upgrade the the equipment and furniture, and you know, do a whole overhaul. It's been quite a long time and it really needs it.
Intent: ApplyLoan
Customer (finance): And I wanted to add my wife's name on to the business our business bank
Intent: AddUserToAccount
Customer (finance): Going overseas and stuff like that. not only between language food you know all all the basic everyday forms of life barriers but there's also the financial money barrier. so I was wondering if I would be able to bother you for whatever the exchange rate would be to go over to Europe.
Intent: GetExchangeRate
Customer (finance): OK, so that's gonna go. It's going over to Europe so I'm gonna need.
Intent: ApplyCreditCard
Customer (finance): Like a traveler's card set up in Europe.
Intent: ApplyCreditCard
Customer (finance): I would like to know the exchange rate between the US dollar and the British pound.
Intent: GetExchangeRate
Customer (finance): OK and could you also tell me the exchange rate between the US dollar and the Chinese Yuan?
Intent: GetExchangeRate
Customer (finance): My my day is going pretty good. I also would like to know what type of loans that you offer?
Intent: GetLoanInfo
Customer (finance): Hi. I need to close my savings account, please.
Intent: CloseAccount
Customer (finance): That's correct. I'm broke all the time. So I never. I mean I'm just. I'm. It's. It always goes under the amount that I'm supposed to keep in there so I don't incur a fee and I just can't do it. So I'm like, you know what. I'm gonna just transfer everything into my checking.
Intent: MakeTransfer
Customer (finance): Hello Ryan, I had my business for a few years now through your bank and I just you know I just don't feel like I'm getting all of the you know all of the benefits of Intellibank. I think that I'm like doing the bare minimum and I have always heard that you're great. And every time I go to like a party or something and they hear that I'm with Intellibank they're always impressed and they say oh have you done this? Or have you done this? I'm like no, I haven't but I would like to and so I just kind of you know, just wondering if there's any sort of like financial advisor or someone I can talk with?
Intent: ScheduleAppointment
Customer (finance): yes the post office is really unreliable these days and it it takes them four or five days to get my mail and my statements are arriving about five days after they're supposed to be. anything we can do about that?
Intent: ChangeStatementDelivery
Customer (finance): can you tell me what type of business loans that you offer?
Intent: GetLoanInfo
Customer (finance): Yes what documents do I need to apply for a loan?
Intent: GetLoanInfo
Customer (finance): Yeah, I accidentally left my credit card in the pocket of my jacket and then I put it in the dryer and it's melted.
Intent: RequestNewCard
Customer (finance): Could you also tell me the balance of my silver card.
Intent: CheckAccountBalance
Customer (finance): OK. are you able to process a payment over the phone for me?
Intent: MakeCreditCardPayment
Customer (finance): Well I'm just a little hesitant to tell you why I'm calling I'm closing my account today.
Intent: CloseAccount
Customer (finance): And then you can send me an email about a loan.
Intent: GetLoanInfo
Customer (finance): Great. I would like to schedule an appointment with an investment specialist.
Intent: ScheduleAppointment
Customer (finance): I have an employee that needs to have access to my account.
Intent: AddUserToAccount
Customer (finance): Hi, this is Peter Davis. I own an organic shop Tom's Grocery and I wanna do more for the environment and I get too much paperwork at my home address. Do you know anything to help me to get less paper?
Intent: ChangeStatementDelivery
Customer (finance): Yeah I'm gonna need help with my account. I need to make some changes. yeah I really need to change the email because my old email someone else has access to it. And I no longer want that person reading my my bank information so I'm gonna make an email specifically for the for information with the bank. So I I would like to update the email, because as I said my old email is just . To be honest, my my ex-wife has access to it and I really don't don't want her looking at my account or anything like that. Or any information to do with my finances because it is really troublesome and problematic with the with the divorce settlement. And it's just becoming a huge headache. So I really just want to change my email with the bank so I no longer have to deal with this situation.
Intent: UpdateEmail
Customer (finance): Diana, I've been wanting to I've been meaning to open an account for an SBA seven A loan.
Intent: ApplyLoan
Customer (finance): I'm thinking about buying a piece of property and I would like to know the interest rates of your real estate loan.
Intent: GetLoanInfo
Customer (finance): OK. If I apply. can I apply today?
Intent: ApplyLoan
Customer (finance): Yes ma'am I sure am. I am calling from Great Sounds Incorporated just to let you guys know that we have moved into our new location.
Intent: UpdateStreetAddress
Customer (finance): Yes actually, we also had our telephone number changed. Can I go ahead and update that as well?
Intent: UpdatePhoneNumber
Customer (finance): OK great, thank you so much. And actually, while I have you on the phone Brenda could I go ahead and check the available balance on our Intellibank business silver card?
Intent: CheckAccountBalance
Customer (finance): OK wonderful, thank you so much, and I'm so sorry to keep aggravating you but could I go ahead and verify the balance on our term loan as well?
Intent: CheckLoanBalance
Customer (finance): Hi, I wanted to schedule a payment for my credit card account.
Intent: MakeCreditCardPayment
Customer (finance): can I find out from you, how much my balance is? Are you able to see that in the system?
Intent: CheckAccountBalance
Customer (finance): And am I gonna get a receipt of that to my email or something?
Intent: RequestEmail
Customer (finance): I, I guess a branch location would work.
Intent: FindBranch
Customer (finance): It's one twenty-one, Parkside Acres, Branson. Actually, you know what, Daisy I need to update some information on my account, so is that something I can do over the phone with you?
Intent: UpdatePhoneNumber
Customer (finance): And by the way, what's what's your branch hours?
Intent: GetBranchHours
Customer (finance): Pretty good. That's great. Yeah I need to cancel a check take. You know taken care of something happened I filled in the wrong wrong amount so I need to get that fixed.
Intent: CancelCheck
Customer (finance): OK that'd be great but first I need to check my account balance for both my checking and savings account just to make sure that I could afford to rack up all that debt for thirty-six months you know I wanna be able to make sure I could cover it. Cuz really have much work lately so if I could check to see If you know if I could cover that yeah.
Intent: CheckAccountBalance
Customer (finance): OK. So what I wanna know is the the exchange rate.
Intent: GetExchangeRate
Customer (finance): Well, I I have to send some money over to a fabric place, and I'm trying to pay this vendor and whatnot online, and and I I I just can't seem to figure out the online mobile app. I'm terrible at technology!
Intent: MakeTransfer
Customer (finance): Yes, hello Gianna. I wanted to set up an automatic credit card payment. Can I set this up over the phone? Also can I change the payments later?
Intent: SetAutoPayment
Customer (finance): Rebecca, I was wanting to get some information about your S B A five oh four loan. I'm looking to upgrade some office space, just wanting to see if this is a, a good option for my company. can you give me a little bit more information about the the five oh fours?
Intent: GetLoanInfo
Customer (finance): OK. All right, so is there is there an online application? What's the what's the best way to to
Intent: ApplyLoan
Customer (finance): you know . It's it's off the wall question. is it possible to get partial in American dollars, and other exchanged for euro dollars?
Intent: GetLoanInfo
Customer (finance): What is the. Do you, do you know what the exchange rate is offhand?
Intent: GetExchangeRate
Customer (finance): I'm doing great. Just I I need to order checks, man, and I need to I need to order them fast.
Intent: OrderCheck
Customer (finance): Thank you so much and and let me ask you. Is your online services, is it the is it the same?
Intent: OnlineBankingInfo
Customer (finance): well I was wondering if you could change my number on my card there.
Intent: UpdatePhoneNumber
Customer (finance): yeah go yeah go ahead and sign me up for that.
Intent: ApplyLoan
Customer (finance): Oh yes ma'am I sure am. This is Yolanda, I'm calling from the Fox and Hounds and I was needing to see if I could check the balance on our real estate loan please.
Intent: CheckLoanBalance
Customer (finance): Yes ma'am absolutely. Actually we just moved from our old building out to our brand new building and oh my gosh it's so beautiful out here I am so excited. I need to change our address if I may?
Intent: UpdateStreetAddress
Customer (finance): Yes ma'am that is correct and could I also go ahead and verify and make sure you have the correct phone number for us? That was changed as well.
Intent: UpdatePhoneNumber
Customer (finance): Oh yeah I I wanted to check my loan balance.
Intent: CheckLoanBalance
Customer (finance): You can send it to my email. That way I have like a, you know, hard copy.
Intent: RequestEmail
Customer (finance): Yes, I wanna apply for an SBA seven A loan please.
Intent: ApplyLoan
Customer (finance): Hi Mary. I'm wanting to get some information about my debt-to-income ratio. I've I've held accounts with with Intellibank for several years and I was hoping you could help me out with with this number.
Intent: GetDebtIncomeRatio
Customer (finance): Cuz I'm also looking to apply for a loan.
Intent: ApplyLoan
Customer (finance): Yeah. I had my eye on the SBA five oh four.
Intent: ApplyLoan
Customer (finance): Okay, yeah, that sounds great. I'll see you guys then. Oh wait, what are your regular branch hours?
Intent: GetBranchHours
Customer (finance): Okay, that sounds good. While I have you on the phone, can you check my account?
Intent: CheckAccountBalance
Customer (finance): Okay, that sounds about right. Can I check the savings too while I'm at it.
Intent: CheckAccountBalance
Customer (finance): Okay. And Oh, one last thing. Can you send an email reminder? for that appointment?
Intent: RequestEmail
Customer (finance): Hi my name is Jane Morrell and I need I need to get someone added to my account.
Intent: AddUserToAccount
Customer (finance): Yes, Jerry, I need to cancel a check.
Intent: CancelCheck
Customer (finance): Hey George. I I'm calling to because I have a Small Business Account with you guys and I'm looking to start a Sorry . I'm looking to start
Intent: ApplyCreditCard
Customer (finance): Corporate Credit Card with you guys. I had one with my old bank and obviously that's, you know, become obsolete, so that's something that you know, I would be able to get from you guys. Can you help me with that?
Intent: ApplyCreditCard
Customer (finance): Yeah, real quick I do have to go in about like forty seconds, but I I should have mentioned this earlier. I do wanna apply also for an ABS loan, was it? S. ABS loan I think.
Intent: ApplyLoan
Customer (finance): Yes hi. I'm going out of town this weekend to my high school reunion. Looking forward to it. I'm looking forward to it. and so I would like to schedule a credit card premise so I won't miss. so I won't miss it. Is that possible to do?
Intent: MakeCreditCardPayment
Customer (finance): yes, I have a bunch of loans and some credit cards with Intellibank. so I was wondering if you could tell me what my income to debt ratio for my business is based off of that stuff.
Intent: GetDebtIncomeRatio
Customer (finance): Yes, I need to add her as a user of my account. Will, is this something I can do over the phone with you and will this take very long?
Intent: AddUserToAccount
Customer (finance): Hey. Yeah, I have a business and I need to open a new checking account for it. Can I do that with you guys or are you only personal checking?
Intent: OpenAccount
Customer (finance): I'm actually calling, I'm with Prospa Pal, and I need to change the PIN number for the access on our account.
Intent: ChangePin
Customer (finance): Yes ma'am, actually while I have you on the phone would it be possible to go ahead and check the balance on our SBA five oh four loan?
Intent: CheckLoanBalance
Customer (finance): Right, so I was hoping to look at exchange rates.
Intent: GetExchangeRate
Customer (finance): Hi Malcolm. I am a business customer. And we recently moved and I made a major mistake. I never changed the address on our account. everything's still been going to the old address and it's it's it's it's been rough but it's all my fault so only have myself to blame.
Intent: UpdateStreetAddress
Customer (finance): Hey Bob, how you doing? my name is Vincent and I'm calling to get a credit report.
Intent: GetCreditReport
Customer (finance): Oh hello, my name is Sharlen and I was calling to inquire about the current value of a certain stock.
Intent: GetStockQuote
Customer (finance): Oh yes, I had an inquiry about does that bank offer is it a business plat card or is it I'm not sure about the spelling.
Intent: GetCreditCardInfo
Customer (finance): Oh, yes, thank you. I would like to change this change this. I I'm constantly receiving paper statements in the mail,
Intent: ChangeStatementDelivery
Customer (finance): And I need to. I would like that to change.
Intent: ChangeStatementDelivery
Customer (finance): Hi I was looking for some help to get a line of credit at the bank.
Intent: ApplyLoan
Customer (finance): Yeah yeah that that was that's great. That will be fantastic for for my advertising. I'm gonna be using that towards getting some new business. Speaking of which I wanted to ask about something else. I wanted to know my debt income ratio.
Intent: GetDebtIncomeRatio
Customer (finance): why don't we go ahead and and and check my my credit card balance see where I'm at owe you
Intent: CheckAccountBalance
Customer (finance): Yes I want to. We relocated from one location to another and I just want to make sure I I receive my statements on time.
Intent: UpdateStreetAddress
Customer (finance): Hi, Donald. I'm trying to set up some automatic loan payments. Can you help me with that?
Intent: SetAutoPayment
Customer (finance): Can I like access all my information through the online portal?
Intent: OnlineBankingInfo
Customer (finance): No no no I'm just. I'm wondering like if we can do everything over the online portal now like what what does the phone service provide that like I couldn't do online?
Intent: OnlineBankingInfo
Customer (finance): I need my debt income ratio.
Intent: GetDebtIncomeRatio