splevine/dstc11-intent huggingface dataset:
Customer (finance): I am wanting the Consumer Price Index.
Intent: AskConsumerPriceIndex
Customer (finance): All right, that sounds great. and what type of loans do you offer?
Intent: GetLoanInfo
Customer (finance): Yeah, yeah so I do have a brand new email address.
Intent: UpdateEmail
Customer (finance): Hi Craig. my name is Melanie Frigard and I was just hoping to get the available balance on my credit card.
Intent: CheckAccountBalance
Customer (finance): Hey, since we're talking about my credit. Do you see what other cards again apply for.
Intent: GetCreditCardInfo
Customer (finance): Hey, how you doing Jerry? I was gonna stop by but I didn't really have time to stop by. I'm trying to just run out. So much going on. I just got so busy but I wanted to check on my checking what's the balance on my checking account?
Intent: CheckAccountBalance
Customer (finance): Yes OK, and what's available when you get to. My other question what's available on my gold card?
Intent: CheckAccountBalance
Customer (finance): yeah, I think I think so. I think that, I think that it would be better to go paperless. I mean, what do you think? I mean just basically just just putting my account statements in the recycling bin, right? So
Intent: ChangeStatementDelivery
Customer (finance): I really need to open a savings account. Start saving some money could you talk to me about some of this?
Intent: OpenAccount
Customer (finance): Can you tell me what the maximum credit line would be?
Intent: GetCreditCardInfo
Customer (finance): yeah. My name is Ian, and I need to do a transfer from one of my business accounts to another one of my business accounts.
Intent: MakeTransfer
Customer (finance): doing good just a little little say aloof might be the word that the kids use today. trying to figure out you know I'm not too good with this whole like online world and I'm not too sure about it and I don't really trust it and I'm just wondering like what is my loan balance? I've been trying figure out how to get my my loan balance on my business loan and I just I I don't know how to do it.
Intent: CheckLoanBalance
Customer (finance): OK well let let me ask you this would I be able to update a phone number by chance cuz I I also need to that. I bother you to do that or wait and do it online or?
Intent: UpdatePhoneNumber
Customer (finance): Good morning, good morning Danny. the reason for my call is I just wanted to get in touch with someone and I wanted to verify what my net income is.
Intent: NetIncome
Customer (finance): Yeah, and so, I've, I've had that for a few years. I really like it, I, I, I love having this account with you. And so now wait, I'm thinking, I maybe want to get a real estate loan from, from you. So, would I be able to qualify for that? And.
Intent: ApplyLoan
Customer (finance): Perfect, yeah, I, I'll do that immediately. And, can you send like me an email with all this information?
Intent: RequestEmail
Customer (finance): Hello Maxwell. I am just kinda like scattered and running around here in the middle of a bunch of things. Got a bunch of meetings and I just heard about a property that's gonna be up for sale that I'm interested in getting, but I just don't know if I can afford it right now, and I'm like kinda weighing my options and also seeing what's out there as far as any kind of loans. might have to get another credit card. it's just kinda like a real transition period for my business and I just heard about this opportunity and I don't wanna let it slip away. I also don't know if the timing's right, so I'm just like calling all the places I'm dealing with as far as my money and my financial advice and everything and just seeing if there's any way that I can make this happen. So you know, just seeing if you could help me today.
Intent: GetLoanInfo
Customer (finance): Hi Jerry. I'd like to, to apply for a SBA seventy loan.
Intent: ApplyLoan
Customer (finance): well, just wanted to get the consumer price index on cars right now. I'm looking to buy a new car.
Intent: AskConsumerPriceIndex
Customer (finance): Could you So tell me about these car loans.
Intent: GetLoanInfo
Customer (finance): Am I eligible for the Platinum Card?
Intent: GetCreditCardInfo
Customer (finance): OK yeah I think I wanna open a savings account then.
Intent: OpenAccount
Customer (finance): Nah it's fine, just man I'm still on the novacane so a little bit, a little bit out there. I, I just remembered actually I wanted to also update my phone number with Intellibank if I can?
Intent: UpdatePhoneNumber
Customer (finance): Yes, so because I also wanna get the SBA five oh four business loan, is that what we're doing?
Intent: ApplyLoan
Customer (finance): Yes, I do have something else. can you tell me what my intelligence savings account balance is?
Intent: CheckAccountBalance
Customer (finance): yes. I have been trying to reach you guys all day. I have a problem here with my business transaction. I think it already went through. but never mind now. I ran out of checks and I'm trying to figure out how to get more. Are you able to help me with that problem?
Intent: OrderCheck
Customer (finance): I wanna change the statement of delivery.
Intent: ChangeStatementDelivery
Customer (finance): and I also wanna get my credit card balance.
Intent: CheckAccountBalance
Customer (finance): Well today I have a couple of things I need. I need my credit card balance.
Intent: CheckAccountBalance
Customer (finance): And I need to open up a corporate business card account?
Intent: ApplyCreditCard
Customer (finance): Excellent, thank you, thank you. we had a cheque sent out, from our Complete Service checking account and it looks like we kind of sent that to the wrong address.
Intent: CancelCheck
Customer (finance): Hi, Donald. just. Just to have to close that account, sorry to say.
Intent: CloseAccount
Customer (finance): Oh, OK. yeah. I I need to transfer money from my checking to my savings please.
Intent: MakeTransfer
Customer (finance): And then can you tell me. Cuz I called yesterday and we got cut off like right before we finished. Can you tell me was there three hundred dollars that went into the savings account yesterday?
Intent: GetTransactions
Customer (finance): Hi David my name's Blake and I'm calling to check my account balance.
Intent: CheckAccountBalance
Customer (finance): Forty-four cent. Ooh. Where would I be without that forty-four cent. Well thank you so much. I appreciate it. also, while you have it pulled up, could you tell me if I had any withdrawals for more than three hundred in the last two weeks?
Intent: GetTransactions
Customer (finance): hmm interesting. OK. . Thank you so much. Would you be able to email me the screenshot or something like that cuz I still can't get in my account on the app.
Intent: RequestEmail
Customer (finance): Hi yeah I need to set up an appointment with one of your Inteller bank people.
Intent: ScheduleAppointment
Customer (finance): Verna, I'm wanting to open an SBA seven A loan.
Intent: ApplyLoan
Customer (finance): Yes so, I need to check and see how much I have to left to pay on my loan if I can.
Intent: CheckLoanBalance
Customer (finance): No, I don't think so, but could you tell me the available balance on my credit card?
Intent: CheckAccountBalance
Customer (finance): Oh I think it should be an easy fix. I need to update my email address on my banking business account.
Intent: UpdateEmail
Customer (finance): change my email I'm wondering what what type of loan options are available as a small business owner here from your bank?
Intent: GetLoanInfo
Customer (finance): And I wanna look at it the exchange rates between Europe I don't even care where I go in Europe, to tell you the truth. It's all of Europe right? So, Euro or Russia.
Intent: GetExchangeRate
Customer (finance): Yeah. I am looking to send my parents some money. And I was wondering what the fastest easiest, most efficient way to do that would be. And they don't have an account with Intellibank. Or Intelligent Bank. I always forget your name. I'm sorry.
Intent: MakeTransfer
Customer (finance): Hi, yeah, I was looking to transfer a balance from my checking account to savings.
Intent: MakeTransfer
Customer (finance): Yes. So the reason for my call is because. So I have a checking and a savings account I've also gotten an auto loan in the past. I had a. I had a Gold Card and then I I canceled the Gold Card cuz I just wasn't using it that much. But I'd actually like to reopen the Gold Card because I'm, you know, with my business I'm starting to starting to get a lot more weekly purchases and I think it could beneficial if I was doing this with the Gold Card so. I'm doing the application online and it's asking me for my net my net income and I don't have the handy. Could you help me verify what my net income is?
Intent: NetIncome
Customer (finance): Yes. That that makes. Yeah. That that matches my my documents. OK. All right. So with that net income could I just you know, get the Gold Card going. All right. You know what. You think I could qualify for a Platinum Card?
Intent: GetCreditCardInfo
Customer (finance): Mm I I would love to get a line of credit.
Intent: ApplyLoan
Customer (finance): And I wanna get some we're visiting some family. my wife is is from Spain we're visiting her family and I just wanted to I wanted to see what the transfer was, in terms of the currency. what the currency rate is, the exchange rate. Pardon me.
Intent: GetExchangeRate
Customer (finance): I would love to transfer some money over to that account. And I just want to see what number it lands on.
Intent: MakeTransfer
Customer (finance): Yes, I'm calling to get the liquidity ratio for my business account with you guys.
Intent: AskLiquidityRatio
Customer (finance): Hi Jason my name's Coll Lambach I'm looking that I go ahead and set up some automatic billing. I have my account number here. It's one seven two nine two four. I also got my social last four digits is gonna be four eight two nine and I also have my birth date it's ten twenty-two eighty and then I got whatever else you need as far as my personal information goes.
Intent: SetAutoPayment
Customer (finance): Hey, Georgeo. I'm looking to move some money to a another person, I'm not exactly sure how to do it. They don't like Paypal, they're not really interested in in taking, taking like paper checks cash, they're they're a little particular so how do I do that? Just kind of, I'm guessing bank to bank?
Intent: MakeTransfer
Customer (finance): Yes so I've accidentally left my card in the pocket of my jacket and then I threw it in the dryer and I'm quite certain that it's melted.
Intent: RequestNewCard
Customer (finance): Actually I can I do that. I I've I always have trouble remembering the one that was given to me on the last card so can I put the new pin on this one?
Intent: ChangePin
Customer (finance): Yeah, can you tell me more about it. What what is a secured loan? What is that?
Intent: GetLoanInfo
Customer (finance): Yeah I just don't like this winter weather. anyway I I was calling Renee to see if I could get a report on my investments.
Intent: GetInvestmentReport
Customer (finance): Oh so if I have online banking I can look up these reports online?
Intent: OnlineBankingInfo
Customer (finance): Hi Boris. I am a member of the bank and I would like to add a another user to my business account, if that's at all possible.
Intent: AddUserToAccount
Customer (finance): Well that's actually cool is actually let me ask you this is you know paying online faster than actually you know getting things mailed out or?
Intent: OnlineBankingInfo
Customer (finance): I need to check the balance on my credit card please.
Intent: CheckAccountBalance
Customer (finance): OK and I just would like to close this account if if and have another one mailed to me please?
Intent: RequestNewCard
Customer (finance): Hi Frances. I'm Travis and I'm trying to shut down one of my accounts.
Intent: CloseAccount
Customer (finance): Hello Celeste. I am calling to check my account balance.
Intent: CheckAccountBalance
Customer (finance): actually, yes. I would like to know about the bank business black card.
Intent: GetCreditCardInfo
Customer (finance): Hi, how you doing? I was wondering if I can start a business account with your bank?
Intent: OpenAccount
Customer (finance): Hey Arnold, I was just hoping to schedule a loan with you guys. I think I can do that online but I'm just away from a computer right now. I thought I could just call in and take care of that instead. over the phone.
Intent: PayLoan
Customer (finance): yes I'm calling to set up an automatic loan payment. can you help me with that please?
Intent: SetAutoPayment
Customer (finance): Hi Mary Jo, hi yeah OK so, can you get me started with your SPC loan?
Intent: ApplyLoan
Customer (finance): Yeah and do you guys offer a business plus card or .
Intent: GetCreditCardInfo
Customer (finance): yeah I need to update my street address on all my both my accounts.
Intent: UpdateStreetAddress
Customer (finance): OK and if you don't mind me asking what's my balance on my savings?
Intent: CheckAccountBalance
Customer (finance): Hello my name is Danny Williams and I was calling in regards to paying off my credit card.
Intent: MakeCreditCardPayment
Customer (finance): Can you set up the auto pay don't have to worry about it.
Intent: SetAutoPayment
Customer (finance): Hi Lawrence, I need to get the balance on my business account I have, it's commercial account.
Intent: CheckAccountBalance
Customer (finance): OK thanks. Actually now that I have you, I have these account numbers up. Can you check the balance of another account for me?
Intent: CheckAccountBalance
Customer (finance): yeah actually I'd like to update my email address If I could.
Intent: UpdateEmail
Customer (finance): Hi Jerry what is the what is ten thousand dollars to the pound?
Intent: GetExchangeRate
Customer (finance): I'm doing good. I'm doing really good. I'm actually a small business owner here in Nashville. I have a little a clothing boutique, and yeah I'm trying to you know, I'm I'm still I mean I'm sure some people might consider me still a baby, even though I'm in my thirties but I have you know I'm really trying to get the grasp more and more on the financials, and you know, the business end of the business. The the the the the dollars and cents, the money, the numbers, and stuff like that. I wanted to see if I could maybe you can help me get this number, or point me in a direction of what best way to get it. But I was looking to get the consumer price index number for the clothing.
Intent: AskConsumerPriceIndex
Customer (finance): I guess mainly like what can I change with it?
Intent: ChangePin
Customer (finance): Hey Don sorry to say this but I'd like to close my account.
Intent: CloseAccount
Customer (finance): Yes, Jerry. I called earlier to check the balance on my intelligence account. But I also wanted to get the debt to income ratio. Can you help me?
Intent: GetDebtIncomeRatio
Customer (finance): You know, and I I also would like to get the balance for my checking account.
Intent: CheckAccountBalance
Customer (finance): can you tell me about some of the other. Like if I'm going to be traveling, I'd need a traveler's card, right?
Intent: GetCreditCardInfo
Customer (finance): Order checks. Yeah, yeah, yeah. That, I didn't even, I didn't even know that was even possible still so I
Intent: OrderCheck
Customer (finance): yes I was wondering if you offer term loans?
Intent: GetLoanInfo
Customer (finance): OK Yeah, my my business is doing pretty good so I want I need some more inventory and let's just apply for one now, if you can?
Intent: ApplyLoan
Customer (finance): So I'm hoping to talk about A few things. But mainly I'm calling about a real estate loan.
Intent: ApplyLoan
Customer (finance): Hi, Jerry. I want to close my savings account.
Intent: CloseAccount
Customer (finance): Yes sir, I want to close it. I'm not not happy with the what, the interest, it's not gained. It's been a while and the money ain't move. So I just wanted to close that and transfer it to the checking.
Intent: MakeTransfer
Customer (finance): Hi. My name is Jane Morrell. And I'm calling for a secured loan. I dunno if this is a secured line real estate or whatever. I'm just confused. So can you please help me?
Intent: ApplyLoan
Customer (finance): No. Can you please break that down more?
Intent: GetLoanInfo
Customer (finance): Yes, I want to set up automatic billing, please.
Intent: SetAutoPayment
Customer (finance): Yes so I was wondering how I was. How I go about setting up automatic payments for my SBA five oh four loan.
Intent: SetAutoPayment
Customer (finance): hi, Joseph. I am looking to transfer money from my savings into my checking. Is that something you can help me with today?
Intent: MakeTransfer
Customer (finance): Yeah, I was calling to transfer money from my savings into my checking. but before I do that I'm going to need the balance of both of those. Both the checking and the the intel savings.
Intent: CheckAccountBalance
Customer (finance): yes, I'm wanting to check my available balance on my platinum credit card.
Intent: CheckAccountBalance
Customer (finance): OK. can you tell me what is involved in setting up the online banking?
Intent: OnlineBankingInfo
Customer (finance): OK so I'm I'm looking to to get an SBA loan.
Intent: ApplyLoan
Customer (finance): Hi Charles I guess I need to sort of move some money around. Does that does that make sense?
Intent: MakeTransfer
Customer (finance): OK, yes I am calling to get some information on my debt to income ratio for my business.
Intent: GetDebtIncomeRatio
Customer (finance): Yeah it's been going great. I mean it's increased business by at least I think ten percent. But if I can get a statement on that, that would be great.
Intent: GetBankStatement
Customer (finance): Hiya Jerry, what is ten thousand dollars to the pound, to change to the pound? What's the rate on that?
Intent: GetExchangeRate
Customer (finance): Oh, Ray's Construction Company. Ray's Construction Company. And also give me a balance on my complete account.
Intent: CheckAccountBalance
Customer (finance): Well also I'd like to change my address, street address. Could you help me with that?
Intent: UpdateStreetAddress
Customer (finance): OK. All right, so can I apply through you?
Intent: ApplyLoan
Customer (finance): OK. So I just want to go ahead and schedule a payment for my credit card. my my husband, or should I say, ex-husband. we're getting a divorce and I just wanna settle all of my things before we get into the legal aspects of that.
Intent: MakeCreditCardPayment
Customer (finance): Yes ma'am I sure am, thank you. I'm calling because I do need to update some of my personal information on my account.
Intent: UpdateEmail
Customer (finance): yeah actually let's see. While I have you on the phone would it be possible for me to go ahead and check the balance on our real estate loan?
Intent: CheckLoanBalance
Customer (finance): OK thank you. And also, I'm sorry, one more thing We also have the Intellibank business silver card. Could I check the available balance for that?
Intent: CheckAccountBalance
Customer (finance): Hi Daniel. I'd like to check my account balance if I could for one of my business accounts. Actually the my business checking account.
Intent: CheckAccountBalance
Customer (finance): I actually am the owner at Denise's Timepieces and we got a beautiful huge order for some of our timepieces but unfortunately I don't have some of the supplies so I'm having to rush order them from overseas and well I guess what I need to do is wire them the payment for those so I can get my supplies in as soon as possible.
Intent: MakeTransfer
Customer (finance): yeah actually, I have one more transfer to do.
Intent: MakeTransfer
Customer (finance): hi Brian, I'm Joe and I'm just looking at talk about a loan.
Intent: GetLoanInfo
Customer (finance): And, the other one's just for deposits and every day expenses. So, I guess and I'm needing close the account that we use our payroll from.
Intent: CloseAccount
Customer (finance): OK. I just need to transfer money from my savings to my checking please.
Intent: MakeTransfer
Customer (finance): What what exactly is a form I need to fill out or what what type of documentation do I do I need?
Intent: GetLoanInfo
Customer (finance): I just need to make what seems like a simple internal transfer.
Intent: MakeTransfer
Customer (finance): Well, yeah actually. I was thinking about opening another account for another small business that I own.
Intent: OpenAccount
Customer (finance): Hi. This is Peter Davis and I have a problem with one of my employees and I think he has a code that I need when I call you so I want to change that code.
Intent: ChangePin
Customer (finance): I only want some information by email about the traveler's card.
Intent: GetCreditCardInfo
Customer (finance): Yes. I'm to borrow some money for business related expenses but I'm not really sure what I need to do.
Intent: ApplyLoan
Customer (finance): I mean can you kind of explain the SBA seven A loan to me, please, so so I can be sure it's a fit.
Intent: GetLoanInfo
Customer (finance): Yes. I believe I need to apply for an SBA five oh four loan.
Intent: ApplyLoan
Customer (finance): Yes, I do. I have a checking account with you. can you tell me a little bit about that kind of loan?
Intent: GetLoanInfo
Customer (finance): Hi. I need to change my statement delivery method if that's available.
Intent: ChangeStatementDelivery
Customer (finance): Hi. I need to cancel stop payment on a check that I wrote.
Intent: CancelCheck
Customer (finance): yes. I usually do this online, but since I have you on the phone could I actually get another book of checks sent?
Intent: OrderCheck
Customer (finance): I'm doing I'm doing all right. What First of, just curious, what is my current account balance, my checking account?
Intent: CheckAccountBalance
Customer (finance): Well my business, this past year, has grown exponentially. It's been great, and I'm thinking I'm gonna take it to the next level and expand more. But in order to do that I need better equipment for. To provide a better service. Things like that. So I need a loan.
Intent: ApplyLoan
Customer (finance): Good morning Gianna, oh, my wife keep pestering me about getting her some stocks, and I tell her that I am but haven't found the time, so I'm calling because I need to get some quotes, some quotes on some stocks, I'm interested in purchasing and I would like to know the current value of a few that I have already purchased please.
Intent: GetStockQuote
Customer (finance): Yeah, I just need to update my email address, I just changed it.
Intent: UpdateEmail
Customer (finance): Yeah, I heard a I'm looking for a new credit card. and I heard you guys might have like, like a double cash blue card, or something, just like a really good cash back card. I hear it's one of the best in the industry. I think it's called double cash blue card. Double cash, yeah. I don't know.
Intent: GetCreditCardInfo
Customer (finance): All right, I'm gonna do that.
Intent: ApplyCreditCard
Customer (finance): It's going great. I'm actually looking to expand my business. so, I actually need a to apply for a loan. Is that something I can do with you, over the phone right now?
Intent: ApplyLoan
Customer (finance): I'm looking to apply for a secured loan.
Intent: ApplyLoan
Customer (finance): I'm doing good. I wanted to talk to you about I'm guessing it's called a secure loan. I wanted to apply for a secure loan. you see, I'm a a customer of of your bank and I have a I have a cleaning business. And things have been going pretty good and but I know it can go better if I have more you know staff, more outlets. so I wanted to take out like I said a like a secure loan and get a couple more vehicles to expand my staff, to pick up more business, to make more money.
Intent: ApplyLoan
Customer (finance): Yeah, just six thousand dollars I get paid more than that. Jesus. Yeah, what, what do I have on my credit card then?
Intent: CheckAccountBalance
Customer (finance): Vanessa, there was something that I got in the mail that was talking about SBA loans. SBA, seven eight, and I was just wanting to see if I could get some information on that. Might wanna expand the business a little bit so what we can do.
Intent: ApplyLoan
Customer (finance): Hey Charles, good to speak to you. Thank you for your time today. yeah, I just, I kinda just need to check my credit card balance right now. Got a lot of, lot of payments come through one of the kids broke their arm while they were playing and so we have the the medical bills coming up when she broke her arm she also cut through the the I guess what you wanna call those little bouncy castles? Cuz of and now that he, she cut her arm, cut that, it's it's got a whole issue now cuz now we have to reimburse the bouncy castle people for that cost, which is just wild to me when my child is the one that got hurt and they're telling me that who cares if your child got hurt? These people are really callous. It's upsetting that in, in the day they said I signed my name to a waiver, and so they have no liability to it, and now they're charging me for the costs of this, this bouncy castle that's coming in roughly, I guess, twelve hundred dollars on top of medical bills. So I've a crying daughter, an upset wife a son that's telling me that I've ruined his birthday with this bouncy castle, and why does she get all the attention just because she broke her arm? it's it's, it's a lot. if anything you can do with it, just like help me have an understanding, this would add a little bit of peace of mind to my, to my week.
Intent: CheckAccountBalance
Customer (finance): Oh hello Judas. Oh, I I just need some information about my credit card balance that's due.
Intent: CheckAccountBalance
Customer (finance): Yes. I actually. I would like to open another account if that's available.
Intent: OpenAccount
Customer (finance): the reason I'm calling today is because I was wanting to get some information about your SBA loans. The five oh four.
Intent: GetLoanInfo
Customer (finance): OK, well there, there has been a a property I've had my eye on. So this might be a a good option to do that. Intellibank has been real good to us, so we've we will look and see what we can do. So, what's the process that we need to do to, to get started?
Intent: ApplyLoan
Customer (finance): Oh, Great. Yeah I just basically I want to I want to know about the traveler card.
Intent: GetCreditCardInfo
Customer (finance): Well first of all, what's the exchange rate for the yen?
Intent: GetExchangeRate
Customer (finance): OK, so I I I would like to apply for a corporate credit card.
Intent: ApplyCreditCard
Customer (finance): Hi. Well I was I'd just like to see what my debt income ratio might be. See I'm I'm getting kinda nervous because the cost on the overhead has been you know it's just been kinda getting me worried. I've had to take out a a loan as you know just to help pay for some of the staff and I'm thinking maybe it's kinda going overboard in terms of what I I could pay later so I just yeah. I'm I'm just looking to double check everything and just seeing you know if I could easily make that up which I think I can. Don't get me wrong. I don't know why I'm telling you this but anyway.
Intent: GetDebtIncomeRatio
Customer (finance): I'd like to change the phone number on my business account.
Intent: UpdatePhoneNumber
Customer (finance): How you doing Jerry? I was I was going to stop by the branch, there's one not far from me, but somethings got home and call and I want to open up a savings account. Could you tell me how that work?
Intent: OpenAccount
Customer (finance): OK Jarvis, you're the fifth person I've spoken to. I've been redirected so many times. Please tell me you're the the the guy I'm supposed to talk to. I I just need some money. You guys are my bank, I've had account for you guys for a while. I need like a loan or something. and it's just please tell me you have the answers for me. Don't redirect me to anybody else. Or at least direct me to the person that I'm actually supposed to talk to. Are you able to help me with like a loan or something?
Intent: ApplyLoan
Customer (finance): yeah. I I'm I'm looking for information on my debt income ratio. I have a couple accounts with you guys.
Intent: GetDebtIncomeRatio
Customer (finance): Wonderful. I would love that. Yeah. Great. That's beautiful. So let me think about this for a second. I think I'm good. think I do wanna decide I do wanna do it. I do I wanna I wanna get another loan.
Intent: ApplyLoan
Customer (finance): Hi Ronald. I I received a letter in the mail. Saying that I was I was able to possibly apply for and receive a corporate credit card.
Intent: ApplyCreditCard
Customer (finance): Hey Scottie, I was hoping to get some get some financial info for you. My wife and I have been looking into refinance our home and we're also looking into our our car leases, which I don't think that's relevant but, we've been into that too. so we just been kinda taking stock of things and I wanted to confirm I think the yield is what it's called, of of an investment I have.
Intent: GetTreasuryBondYield
Customer (finance): Hi, I need to inquire about applying for a real estate loan, please.
Intent: ApplyLoan
Customer (finance): hi yeah, I need a I want to apply for a loan your SBA five oh four loan.
Intent: ApplyLoan
Customer (finance): Can you actually send me a an an update or like a confirmation?
Intent: RequestEmail
Customer (finance): Comes through and then I can just pop it up on my on my online banking as well. Actually do you? I don't have my online banking, I I need to set that up. Is that something I can?
Intent: OnlineBankingInfo
Customer (finance): I can't figure out how to update my phone number. I got a new phone number.
Intent: UpdatePhoneNumber
Customer (finance): I have another card I would like also to know the balance of.
Intent: CheckAccountBalance
Customer (finance): OK. That sounds good. while we're on the phone do you think you could just describe to me what some other options are for my interest?
Intent: GetCreditCardInfo
Customer (finance): I heard that there's an app available that I could download. can you tell me how to access that?
Intent: OnlineBankingInfo
Customer (finance): So I got a I I did get a notice in the mail from Intellibank. about some different loan programmes and I was you know like I said I'm a customer of your bank, I have a business and I have a flower shop and I was thinking about adding a couple more delivery vehicles to our fleet and I thought this might be a good way to do it. so I was wondering if you can like maybe talk to me about this and figure out what the best options are for me.
Intent: GetLoanInfo
Customer (finance): Yeah. I I'm I'm looking to get the more than anything the quick liquidity ratio.
Intent: AskLiquidityRatio
Customer (finance): Yes, I'm trying to find out what I owe for my credit card.
Intent: CheckAccountBalance
Customer (finance): I just needed a OK, so I got I just got I need my phone number updated. or at least can you tell me, I think I need it updated. Can you tell me what I have on file right now?
Intent: UpdatePhoneNumber
Customer (finance): Cool. Thank you. Yeah and can I just ask you a question? about OK, so you're perfectly nice John. I just I'm not a big phone guy. You know I just hate just waiting and waiting for the phone. It seems like there was always like a wait. I like to always So there's a way I can just do everything online like, I just, I don't want to call you guys anymore. is there something that about setting up like online banking or like I don't know like what kind of information can you give me on something like that?
Intent: OnlineBankingInfo
Customer (finance): Oh, nice. OK, cool. So, I'll get the app and then yeah if if I could just like go green go paperless with you guys yeah that would be great Mhm.
Intent: ChangeStatementDelivery
Customer (finance): Yeah, I saw a letter in the mail talking about something called the IntelliBusiness Silver card. Could you tell me a little bit about that?
Intent: GetCreditCardInfo
Customer (finance): Yeah. Mhm. looking about maybe a loan or a line of credit or something like that to just get me a little bit of more money to work with.
Intent: ApplyLoan
Customer (finance): Hello. My name is Charline and I'd like to update my email address because I keep I keep getting email to the old email address while I have a new one currently.
Intent: UpdateEmail
Customer (finance): Yes. I'd like to know how it works, like how it operates and what are the requirements for me to register for online banking.
Intent: OnlineBankingInfo
Customer (finance): So there is no. I won't be required to pay anything to register for online banking?
Intent: OnlineBankingInfo
Customer (finance): need attending to and some changes be made and I need to get you know a a a loan a business to take things to the next step.
Intent: ApplyLoan
Customer (finance): Hey Joey, need to make an internal transfer between my accounts.
Intent: MakeTransfer
Customer (finance): So I I got a letter in the mail about a new credit card that you guys have and I wanted the more information about it, the I think it's called the gold leaf card?
Intent: GetCreditCardInfo
Customer (finance): OK, so this might sound a little crazy, it might sound like I'm going back in time or a little backwards but you know, probably in the last ten years most people don't use landlines any more, they use their cell phones for everything like I have for my business but I decided, you know, cuz the phone rings all hours of the day and night. And, you know, all these crazy numbers come up. I don't know who it is and I I I don't want it constantly coming to my cell phone so I actually decided to go and get a landline set up in my business with an answer machine and it's all set up, and I wanna take my personal phone off the business account and put the new business phone number on account.
Intent: UpdatePhoneNumber
Customer (finance): I actually called about making a payment for my gold card but you guys weren't able to verify my identity.
Intent: MakeCreditCardPayment
Customer (finance): So I need a full breakdown for everything on the categories of my consumer priced index aside from food and electricity.
Intent: AskConsumerPriceIndex
Customer (finance): Good to meet you too Ricardo. All right. So now that you've sort of let me know where I'm at with my consumer price indexes. I'm wondering. What types of loans are available for small business owners such as my sweet self?
Intent: GetLoanInfo
Customer (finance): I think yeah. I would definitely like to apply for the loan.
Intent: ApplyLoan
Customer (finance): Oh yeah yeah. sorry sorry I just I I space out a little bit. I I I have a bank account with you. And I I ordered checks last month. And I I I paid most of my bills through I have automatic bill pay with you. And I essentially wanna just confirm what my net income is because I'm exploring the different loan options that I have coz I'm trying to take out a real estate loan. Trying to get a trying to buy a rental unit. And I'm almost paid off my mortgage on my main home. And so now at this point I'm looking to get into a rental unit. And so I just wanna see exactly what my standing is. And what we can do.
Intent: NetIncome
Customer (finance): I thought about it. I thought about it. maybe I'll look into it coz I I might be in the market for cards soon. So I'll reach out. Can I do this online?
Intent: OnlineBankingInfo
Customer (finance): Yes I I need to add some to my business account.
Intent: AddUserToAccount
Customer (finance): Yes. I'm sorry Yeah. so I I received a mail from you all and I wanna set up a meeting with a tech specialist yeah.
Intent: ScheduleAppointment
Customer (finance): Yeah, you don't see many people with those names nowadays. I I I'm just calling because you know I'm yeah I you know I run a I run a construction company and you know there's a lot of machinery that I'm trying to pick up new machinery just to update my old ones and you know it's a lot of money especially since the pandemic started. so just trying to get one of those five oh four loans I think they're called to to sort of supplement you know my machinery purchase costs.
Intent: ApplyLoan
Customer (finance): Yeah, that's great. Let's do that. Let's change the pin.
Intent: ChangePin
Customer (finance): And then I also yeah and my phone number too. I just need to do both of those probably.
Intent: UpdatePhoneNumber
Customer (finance): Oh can I ask you something? is. OK so I just gave you an updated address but I don't want any like physical mail. Like is there can I update I know sometimes on websites you can like say you just wanna go green and like all like electronic mail. Can I do that over the phone with you or?
Intent: ChangeStatementDelivery
Customer (finance): OK right now I have a Honda Civic. but yeah I just want a I think I just want a. What do you call it when you get a new like like or actually I wanna trade in my Honda Civic for like a Honda Accord. I wanna get a newer one. And I and I heard that it's best to like go into get like a auto loan like approved first with like a good percentage. with the bank before you go into the dealership. Because they'll usually like kinda charge you a higher higher rate. Do you know if that's true? Or do you know if I could do that with you over the phone or?
Intent: ApplyLoan
Customer (finance): Oh well I called a couple of times now and I keep getting disconnected I think that's my phone. But I can't tell for sure so I hoping we can get this done very fast and I can get off this call and get back to what I have going on quite frankly I need to change my PIN. I'm hoping that is something you can help me with.
Intent: ChangePin
Customer (finance): Good to hear. Good to hear. Yeah. I need to change my pin number for my business account on the My business owner account please.
Intent: ChangePin
Customer (finance): Yes. I that was my next question actually. I'd like to ask you about the online banking. and the mainly on my mobile app. How's it. How's it different from the desktop app? Is it pretty much the same thing?
Intent: OnlineBankingInfo
Customer (finance): Well I was thinking of setting up a checking and savings account. But depending on how long the checking takes I might actually skip that savings account and just come in and check out your building so well let me check that bread. actually come to think of it I I how about I just start with the checking and we'll go from there.
Intent: OpenAccount
Customer (finance): yeah that's not a problem. Can I get your guys's nearest branch location adjacent to my address?
Intent: FindBranch
Customer (finance): Oh OK yeah I sorry I had to look it up on my maps. You are correct. What are your banking hours?
Intent: GetBranchHours
Customer (finance): Hi Daniel. I I wrote a check for way more than I was supposed to have written it for. and I already sent it out. what can I do about this?
Intent: CancelCheck
Customer (finance): Actually, I'm I I'm gonna be going outta town not to change the subject. But I I I'm gonna be going outta town and I really don't wanna be using checks or carrying a lotta cash on me, so I wanted to see about your travel card.
Intent: GetCreditCardInfo
Customer (finance): so I need to sign up for a a savings account.
Intent: OpenAccount
Customer (finance): Yes, hey can you tell me about the Consumer Price Index?
Intent: AskConsumerPriceIndex
Customer (finance): Yes I also would like to transfer funds from checking to savings.
Intent: MakeTransfer
Customer (finance): Hey Clavis. Tom Cruise here. I just wanna talk about small business loan for my business.
Intent: GetLoanInfo
Customer (finance): OK, sure. Let's give it a shot.
Intent: ApplyLoan
Customer (finance): Yeah, it's great. So now I I I literally am married to the job and can't escape it. So I may need to update my street address on my account you know to make sure I get all my statements and and billings and business paperwork and and and my you know rate increase increases and stuff like that.
Intent: UpdateStreetAddress
Customer (finance): OK, I think right now I'll just order the book of fifty.
Intent: OrderCheck
Customer (finance): Hey Charlotte. I'm calling from Capital Corp and I'm needing to make an internal transfer, please.
Intent: MakeTransfer
Customer (finance): yeah could I go ahead and check on the balance for our for our wealth management account?
Intent: CheckAccountBalance
Customer (finance): Yeah let's go ahead and just double check on the balance in the on the I'm so sorry. I'm so tongue-tied today. Could I get on the balance of the account ending in nine nine six eight? That savings account.
Intent: CheckAccountBalance
Customer (finance): Yes, I wanted to apply for a secured loan please.
Intent: ApplyLoan
Customer (finance): Yes. Can you kind of explain that loan to me?
Intent: GetLoanInfo
Customer (finance): I'm doing. I'm doing pretty, pretty good as well. So I I I am a customer of Intellibank. I I have a business, and now that I'm like in my early thirties, I think it's time. The business is doing well. I think it's time to start acting like a mature adult slash mature businessman and open a savings I guess. A a business savings account as well as just a checking. So I already have the checking. I think it's time to start saving some of that money.
Intent: OpenAccount
Customer (finance): Hi, my name is Arnold Desantos, and I am a customer here at Intellibank I would like to apply for a secured loan, if that is at all possible.
Intent: ApplyLoan
Customer (finance): Well Looking to expand my business. Move into a bigger office. But I'd like to purchase it. So I need to apply for a loan.
Intent: ApplyLoan
Customer (finance): Well I need to get a public notary things are so busy right now that I got to know exactly when. Is there a way I can just schedule an appointment to come in?
Intent: ScheduleAppointment
Customer (finance): well I'm in need of opening up a new savings account
Intent: OpenAccount
Customer (finance): Yeah I think that would work for us what is the earliest appointment you have? we could do something maybe this coming Friday if that is available.
Intent: ScheduleAppointment
Customer (finance): Yeah I wanna close that that that term loan account just to just pay it all off.
Intent: PayLoan
Customer (finance): could you give me some details about opening a savings account?
Intent: OpenAccount
Customer (finance): OK Do you know about the traveler's card?
Intent: GetCreditCardInfo
Customer (finance): And one more thing. Am I eligible for the platinum card?
Intent: GetCreditCardInfo
Customer (finance): OK, thank you so much and you're gonna email me about the checking, right?
Intent: RequestEmail
Customer (finance): Hi. I need to close one of my business accounts, or and and I I I don't know what to do with the money that's in there. Like, I don't know if you should mail it to me, or mail me a check, or transfer it in bitcoin. I I I don't know. I've never closed a business account before, but I know there was money in there, and so I don't want to I don't want. I'm not like trying to donate it or anything. I need to close the account but not forfeit my hard-earned money that's in that account.
Intent: CloseAccount
Customer (finance): I see. What about the account I already have? Can you transfer it into that one? Like, the one that I'm doing the cupcake and gingerbread house shop with. Like the other business account?
Intent: MakeTransfer
Customer (finance): that that'll be it. just please email a receipt of this transfer to Steven's Cupcakes at Gmail dot com whenever you get the chance,
Intent: RequestEmail
Customer (finance): with different options for small businesses so I was wondering if I could talk to you about those options and what would be the best way for me to go about this.
Intent: ApplyLoan
Customer (finance): What would you say is best for a small business order just looking to pay some administration costs?
Intent: GetLoanInfo
Customer (finance): Easy enough. Let's do that. I'll do that.
Intent: ApplyLoan
Customer (finance): Yeah I need to add some additional users to my account.
Intent: AddUserToAccount
Customer (finance): yeah I guess while I have you would we be able to set like a transfer to the savings account from my checking?
Intent: MakeTransfer
Customer (finance): Yeah yeah I guess that's the the long and the short of it. yeah I need to I guess, I have an email if that helps.
Intent: UpdateEmail
Customer (finance): Yeah you what, we can just I yeah if you can add it instead of replacing it. We can do multiple emails on an account? Is that possible?
Intent: UpdateEmail
Customer (finance): Hi Martha, my name is Tray. I wanted to check my checking account balance.
Intent: CheckAccountBalance
Customer (finance): John Canelo. The reason for my call is because I I had an account with you last year it was it was a business account so I recently opened up a a personal checking account looking to deposit a large sum of money into my account and I'd like to diversify my investment so I was hoping I could speak to financial advisor and just see what the options are.
Intent: ScheduleAppointment
Customer (finance): Well I needed to check on my Intelligent Smart checking and I needed to check the net earnings for the last three months.
Intent: NetIncome
Customer (finance): Oh OK that sounds good. my second question I had. Can you check that savings account?
Intent: CheckAccountBalance
Customer (finance): That sounds correct. can you tell me if can I look up the last time I deposited money?
Intent: GetTransactions
Customer (finance): Yeah if you could give me the nearest branch location cuz I gotta make another deposit.
Intent: FindBranch
Customer (finance): Oh OK yeah I know where that's located that's not too far down the road. what are you branch hours for that?
Intent: GetBranchHours
Customer (finance): Yes I want to call about a transaction that I received. They're saying that I paid cash for something but it was really on my credit card.
Intent: GetTransactions
Customer (finance): Yeah, while I got you on the line could you check my checking account balance?
Intent: CheckAccountBalance
Customer (finance): Oh, OK, I think it was. Actually I think I think it was talking about a savings account, so yeah, the holiday rates promotion that you guys have for the savings account.
Intent: OpenAccount
Customer (finance): so how is the online banking? Or do you guys have a app or things like that? I don't I don't generally go into banks. I'm normally home working and all that other stuff
Intent: OnlineBankingInfo
Customer (finance): Hi, Ian you know, you get a couple of these you know I guess every now and then you know every year, you're supposed to be able to get a free credit report. So, I'm calling now to try to get my free credit report.
Intent: GetCreditReport
Customer (finance): Yes. I'm calling to purchase a stock.
Intent: PurchaseStocks
Customer (finance): Yes. what's the balance on my business platinum card?
Intent: CheckAccountBalance
Customer (finance): I was looking into an SBA five oh four loan.
Intent: ApplyLoan
Customer (finance): hey Joseph, having a bit of a a problem, I guess it's a bit layered. It seems I need to get a new a new card. But sent to this this address at this resort that I'm at right now. Fun vacation, obviously and I were out. Hit these jet skis, lot of fun. Honestly, like woke up so early and at first I was thinking this this is ridiculous to get up this early just go jet ski, I thought this was a vacation. But we get out there and the water's beautiful, it's it's pristine. But dumb old dad made the stupid decision of bringing his his wallet with him into the water. And yeah everything is gone, it's probably at the bottom of the ocean being picked at by I don't know guppies or whatever is down there. so I yeah I don't know what what needs to be done right now but yeah, new card to a different address and.
Intent: RequestNewCard
Customer (finance): Yes, Jerry, I would like to know what my net income is, can you help me?
Intent: NetIncome
Customer (finance): OK, great. All right. And could you also give me the balance on my credit card?
Intent: CheckAccountBalance
Customer (finance): well, I wanna just first of all change the to find out what the exchange rate is to Euro and you know I wanna see.
Intent: GetExchangeRate
Customer (finance): Actually yeah. Could I apply for a secured loan here over the phone with you?
Intent: ApplyLoan
Customer (finance): Hi. I need to take out a a loan please for a line of credit.
Intent: ApplyLoan