splevine/dstc11-intent huggingface dataset:
Customer (finance): OK no that that's great that's great and would you mind just sending me like like a like an email? Just like a reminder
Intent: RequestEmail
Customer (finance): Doing good. I was in the market for a loan for my business and I was I was getting some information about this SBA I think it's called a five oh four loan? wondering if you could just tell me a little bit more about it you you know you hear things from people, you don't know this and that, you're not a hundred percent sure. And you just you just you figure it's better just to go right to the source and figure if it's the the right thing for you and your business. So I'm coming to you, Nora, and I'm asking. Explain to me please, the SBA five oh four loan.
Intent: GetLoanInfo
Customer (finance): it does. It Yeah definitely, for sure. And I I think would I be able to to talk to you about getting an application started for this? Or.
Intent: ApplyLoan
Customer (finance): No, I'm sorry. I I need to make a payment on a loan.
Intent: PayLoan
Customer (finance): Do I just schedule one at a time or can I do multiple payments at a time?
Intent: SetAutoPayment
Customer (finance): And I just would like to update my phone number.
Intent: UpdatePhoneNumber
Customer (finance): Mm. OK. Things to consider I suppose. I would like to sign up for the seven loan I think.
Intent: ApplyLoan
Customer (finance): Yeah so so yeah anyway getting to the point I I'm one of the customers I get paper statements and basically those just go right into the trash or the recycling. Even though I'm recycling I mean there still the trucks that come pick the stuff up and figured what's the point? I don't even open them half the time and if I could just change my delivery method to electronic I think that would just save a lot of people have problems and you know it'd obviously be more convenient for me anyway so. I'd like to do that.
Intent: ChangeStatementDelivery
Customer (finance): yes I need to buy a new piece of equipment for my business and I have a platinum credit card and I need to check my available balance.
Intent: CheckAccountBalance
Customer (finance): I need to apply for a real estate loan please.
Intent: ApplyLoan
Customer (finance): Well, I'm looking to inquire about some real estate loan
Intent: ApplyLoan
Customer (finance): Yeah. What do I have to do to get involved in an online banking
Intent: OnlineBankingInfo
Customer (finance): basically I want to execute a simple action of getting a loan and this should be completely easy for somebody of my stature at your bank,
Intent: ApplyLoan
Customer (finance): Yes Jerry, I was gonna stop by the branch but I didn't have time, but I'd like to get my checking account balance please?
Intent: CheckAccountBalance
Customer (finance): Jones bed and bath. And by the way, I'd also like to know what the branch hours are?
Intent: GetBranchHours
Customer (finance): OK great, seventy-five thousand dollars, all right, and I also, if you don't mind, I'd like to know what the quick liquidity ratio is?
Intent: AskLiquidityRatio
Customer (finance): Yeah, well I want to know the balance of my Silver credit card.
Intent: CheckAccountBalance
Customer (finance): OK, and then I want to get rid of my paper bank statements. I have them by email.
Intent: ChangeStatementDelivery
Customer (finance): Hi my name is Stephanie Garcia. And I'm calling about closing out my account with you guys.
Intent: CloseAccount
Customer (finance): OK. So I'm still actually going to be running business for this Golden State for the ending of this week. So is there a way that we can schedule an appointment in maybe two weeks? With one of your representatives?
Intent: ScheduleAppointment
Customer (finance): Oh I see. let's go ahead and just leave one thousand in there and then we'll transfer the rest to savings and then it should be fine from there.
Intent: MakeTransfer
Customer (finance): I need to change my street address. I I moved recently. So I need to get that all situated so I don't get any confusion when I go to you know buy stuff online and you know I've got the billing number and the address mixed up so.
Intent: UpdateStreetAddress
Customer (finance): Yeah Yeah tell me a little about the online banking.
Intent: OnlineBankingInfo
Customer (finance): Yes. I have a business and I need to apply for a credit card for that business.
Intent: ApplyCreditCard
Customer (finance): Yes. I have all of my business accounts with Intellibank. and are there different card options?
Intent: GetCreditCardInfo
Customer (finance): Well, you know I'd love to I'm looking to get a loan secure some money.
Intent: ApplyLoan
Customer (finance): I was thinking about, well, what are my options?
Intent: GetLoanInfo
Customer (finance): How interesting. Well not even looking for a car right now, but tell me about this secured one.
Intent: GetLoanInfo
Customer (finance): hello, I need to check my credit card available balance please.
Intent: CheckAccountBalance
Customer (finance): Hello, my name is Shirleen and I just recently moved my business from from the from my old street to my new street since I saw it was much better. It was. Business was doing much better over the new place and it's easier for me to . And I was wondering if you could help me change the address.
Intent: UpdateStreetAddress
Customer (finance): Yeah, that's good. And I would like to know more about online banking because I heard about it but I've never gotten to know or learn about it.
Intent: OnlineBankingInfo
Customer (finance): Hi my name is Tammy Smith. I wanted to get my quick liquidity rate. I just found out that I'm going on Shark Tank pretty soon. And I'm really excited about the opportunity but there's just so many information that they need. but yeah my little small business has made it on to national TV. And I'm so excited to meet Mark Cuban. Because I live in Dallas. I'm just a really big fan of Mark Cuban. Do you know who Mark Cuban is?
Intent: AskLiquidityRatio
Customer (finance): All right. Can you email me that report because I'm gonna have to like attach this a
Intent: RequestEmail
Customer (finance): Hi there, how are you? Yes. my name's Jack actually applying for a credit card. for a corporate credit card.
Intent: ApplyCreditCard
Customer (finance): Well I'd like to well I'm using the mobile app cuz I gotta transfer over some money to cover some expenses cuz things have been really tight lately.
Intent: MakeTransfer
Customer (finance): And I was wondering what balance was on that.
Intent: CheckLoanBalance
Customer (finance): I'll just pay it. I don't even need to know.
Intent: PayLoan
Customer (finance): Sorry. Five oh four looking at, and I was looking and I was curious about some of the required documentation. The FAQ, yes.
Intent: GetLoanInfo
Customer (finance): I'm just looking about opening up a savings account with all of you.
Intent: OpenAccount
Customer (finance): OK and do you have online banking?
Intent: OnlineBankingInfo
Customer (finance): Hi. I wanna change the way I get my statements. I get them emailed to me, I don't know how that happened, because I never, I don't know how got on paperless billing in the first place. I just want to change it to get them in the mail, the hard copies.
Intent: ChangeStatementDelivery
Customer (finance): Yes Michael, I might want to open another account today, even looking into possibly taking out a loan, I need the, the FAQ process questions, business documents I believe for that, that's what I researched online.
Intent: GetLoanInfo
Customer (finance): Pena, I was reading in the Wall Street Journal about these SBA five oh four loans and I want one.
Intent: ApplyLoan
Customer (finance): Oh I'm I'm doing fine. I I was trying to get a bank statement today.
Intent: GetBankStatement
Customer (finance): Hi, my name is Tillerman. And the reason for my call is I I've been banking with Intellibank for a few years now I have my checking and savings account with you. I also have a gold card. and I've gotten loans from you in the past. It's been it's been a great experience so far but one thing I'm interested in is getting in contact with a financial advisor. I'd love to set up a meeting with the financial advisor. And I'd love to just go over my account. And I just have a number of questions for a financial advisor.
Intent: ScheduleAppointment
Customer (finance): Hi I need to get the consumer price index of a certain type of inventory that I'm thinking of selling.
Intent: AskConsumerPriceIndex
Customer (finance): Oh yeah. I had some problems with my my my camera and I've been and I have not been getting my statements.
Intent: GetBankStatement
Customer (finance): Yeah. I'd like to cancel the cheque.
Intent: CancelCheck
Customer (finance): Yeah. I got a letter in the mail about something called the Intel Bank silver card. I'd like to know more about that. I'm actually in need of a credit card right now.
Intent: RequestNewCard
Customer (finance): I was needing to update our street address. I'm calling with York Steak House.
Intent: UpdateStreetAddress
Customer (finance): Ok, great! And, also could I go ahead and check the available balance on our Intellibank Business Golden card?
Intent: CheckAccountBalance
Customer (finance): Yes sir I would like to get the current exchange rate for US dollars to the Canadian dollar.
Intent: GetExchangeRate
Customer (finance): yes, I just recently moved my business location and I need to update my the way I get my statements.
Intent: ChangeStatementDelivery
Customer (finance): Hi I just need to just need to update my phone number.
Intent: UpdatePhoneNumber
Customer (finance): Hello Franklin. Hi. yeah. Just gonna get right to that I am looking for a line of credit.
Intent: ApplyLoan
Customer (finance): Hey, David. I was just hoping to get, to confirm just the info I have on a, on a bond yield.
Intent: GetTreasuryBondYield
Customer (finance): OK, great. Thank you so much. So it's just a balance that I'm looking for.
Intent: CheckAccountBalance
Customer (finance): Hello Klaus. I'm just looking to check a balance.
Intent: CheckAccountBalance
Customer (finance): Hi, this is Peter Davis. I'm getting all these bank's statement in my company and I want to get rid of it. It's too much.
Intent: ChangeStatementDelivery
Customer (finance): Yes, I want to have some information about a platinum credit card.
Intent: GetCreditCardInfo
Customer (finance): Oh hello. My name is Shalyn and I would like to set up an automatic loan payment. Just tell me if that's possible because I usually keep forgetting to pay and to make my payments on time.
Intent: SetAutoPayment
Customer (finance): hi. I need to change my pin number, please.
Intent: ChangePin
Customer (finance): No but I was wondering, can you give me some information or send me some information about your secured loan, like, the maximum you can take out and the interest rate. If you could just send me some paperwork on that?
Intent: GetLoanInfo
Customer (finance): just the online banking. It's the same website that you have for everything else, correct?
Intent: OnlineBankingInfo
Customer (finance): Cool. And you know what? Forget about the account balance. I just found it online. I would like to schedule an appointment with a notary. I'm doing OK today. Thank you very much!
Intent: ScheduleAppointment
Customer (finance): I just would like to check my credit card balance.
Intent: CheckAccountBalance
Customer (finance): Actually, do you think you could give me the available balance for all my cards?
Intent: CheckAccountBalance
Customer (finance): Hi Phillip, my loan balance is something that I'm not quite sure where it's at, because I checked it a while ago and I think there might be something up with it.
Intent: CheckLoanBalance
Customer (finance): Yes, I do have it all with you guys and that's why I wanna know what my debt income ratio is.
Intent: GetDebtIncomeRatio
Customer (finance): OK. OK. Great. Perfect. All right, well I'm gonna because the thing is You know I have all of my I have a loan with you guys and I I think I even have a credit card with you guys. I want to open another credit card though.
Intent: ApplyCreditCard
Customer (finance): OK and is that something that I could apply for over the phone?
Intent: ApplyLoan
Customer (finance): I'm doing just well, thank you. look I'm you know I'm a small business owner and I I just kinda want to expand our business so hoping to get a loan from the bank I've been banking with for two decades.
Intent: ApplyLoan
Customer (finance): Could you actually tell me my my balance for my credit card.
Intent: CheckAccountBalance
Customer (finance): Yeah so I just wanted to update my email, my old email is a little I've I had that one for for for ten years. It's it's it's the same email that, you know, I was I was using when I was young. So I just kinda wanna update it to something a little more professional and I'm hoping that you can maybe help me with that.
Intent: UpdateEmail
Customer (finance): OK, yeah, so stopping the check if that's the best option then then that's I think what we're gonna need to do. there any other options or is stopping the check it? You can't like change the amount or.
Intent: CancelCheck
Customer (finance): hi Danny. I'm I'm calling today to find out how much I owe on my SBE loan.
Intent: CheckLoanBalance
Customer (finance): OK. so I think I do wanna go ahead and pay that off today. Is there anything else you need from me?
Intent: PayLoan
Customer (finance): OK. And can I also get some information about your aluminum card?
Intent: GetCreditCardInfo
Customer (finance): I wanna apply for a line of credit.
Intent: ApplyLoan
Customer (finance): also while I have you on the phone, same process to ask for a real estate loan?
Intent: GetLoanInfo
Customer (finance): Yeah so reason for my call. I have a business account with you. I've had an account for about a year now. we have a few cards through this account we have a rewards card. We also have a travelers card. But looking into getting a looking into getting a real estate loan and hoping to do that within the next thirty days. I'm on your website and I'm I'm going I'm using the calculator and I think I'll qualify but I just wanted to ensure that I was looking at the right quick liquidity ratio for my company just before I I I don't wanna necessarily get denied, I don't wanna waste anyone's time so I just was hoping to speak to someone to find out about the quick liquidity ratio.
Intent: AskLiquidityRatio
Customer (finance): I'm about to go out of town on a family vacation but I really can't head out without making sure all of my business is taken care of. I wanted to schedule a long payment so I don't have to where a. Where about when I get back. I would like. I know I would probably I know I would probably be to tired dealing with my sister kids.
Intent: PayLoan
Customer (finance): Jordana I am wanting to apply for an S B A seven A loan.
Intent: ApplyLoan
Customer (finance): So now if I be let to go with the ten-year term and I pay it off early is there a penalty for paying it off early?
Intent: GetLoanInfo
Customer (finance): the reason I made the call this morning. I need to know what's required what kind of business documents I'll need to apply for a loan.
Intent: GetLoanInfo
Customer (finance): I'd like to apply for a term loan.
Intent: ApplyLoan
Customer (finance): Yes, I'm wanting to buy a property so I need to see about a loan.
Intent: ApplyLoan
Customer (finance): Hi. Yes. I need to schedule an appointment with one of your tax specialists. I recently lost my account because we moved out of the country.
Intent: ScheduleAppointment
Customer (finance): Hi Agatha. My name is Reggie, and I'm calling because I need to cancel a check.
Intent: CancelCheck
Customer (finance): yes. I've got a Intell- secure loan and I need to get a copy of my loan statement.
Intent: GetBankStatement
Customer (finance): Yeah, hi, Tom. I am looking into my financial investments and I just wanna make sure that I've been accountable to myself cuz I had an investment plan that I did display by switching on line, but I wanted to set up an appointment with your investment specialist for them to review my own plan. Maybe they can tweak it. I don't know.
Intent: ScheduleAppointment
Customer (finance): to pay my credit card off.
Intent: MakeCreditCardPayment
Customer (finance): Well, yeah, I I would say the what is the the loan part what what's your percentages when it comes to the loans platinum
Intent: GetLoanInfo
Customer (finance): The address is one twenty one Parkside, actually you know what, I need to go there to apply for a loan. Is that something I could just do over the phone with you?
Intent: ApplyLoan
Customer (finance): Can I apply for the loans on, online?
Intent: OnlineBankingInfo
Customer (finance): Hey, Jerry. I was gonna stop by the branch but I got busy so I decided to give you a call. I wanna add an authorized user to my account.
Intent: AddUserToAccount
Customer (finance): Jones Bid and Bath. And by the way I also would like to know your branch hours.
Intent: GetBranchHours
Customer (finance): Yes, I need to close my business account but I need to do it soon. I have an appointment in like thirty minutes so I'm trying to close it. Can you help me with that?
Intent: CloseAccount
Customer (finance): Yes. So actually while I have you on the phone can you possible tell me the currency exchange rate for Europe?
Intent: GetExchangeRate
Customer (finance): Does Intellibank have a currency trade option on their online banking? Like can I change a currency when sending money through my online banking account with you guys?
Intent: OnlineBankingInfo
Customer (finance): I'm doing great! So I kinda got a weird question. So I was thinking about going on vacation but I'm trying to figure out whether or not I should go to Poland or I should go to Japan. And you know I'm not the richest guy in the world so what I wanna do is I kinda wanna look at the exchange rates, see where I can get the best bang for my buck.
Intent: GetExchangeRate
Customer (finance): Hello, my name is Salim, and I'm calling to enquire about my company's quick liquidity ratio.
Intent: AskLiquidityRatio
Customer (finance): Oh, that's good to know, and does your bank offer the business plat card?
Intent: GetCreditCardInfo
Customer (finance): Yes, so I was wondering if you could tell me the current CPI, please?
Intent: AskConsumerPriceIndex
Customer (finance): And could you also give me their hours?
Intent: GetBranchHours
Customer (finance): Yeah I think we may have talked before, I I'm not sure if it was you or someone else. But I called the other day and I was asking about the possibility of closing my accounts. And after thinking about it I've decided that I'm gonna go ahead and do it unfortunately. Nothing against you guys, Nothing, you have been fantastic, especially if you were the person I talked to the other day, but the time has come.
Intent: CloseAccount
Customer (finance): Yeah I'd like to hear the balances on both of those accounts.
Intent: CheckAccountBalance
Customer (finance): Hi Jess. I need to speak to a tech specialist. I got something in the mail here and yeah just. Just a little bit curious. on the special that that's being offered. So that's pretty much.
Intent: ScheduleAppointment
Customer (finance): I'm I'm doing great, so, I I'm actually a customer of the bank and I have my own marketing company, online marketing company, and I wanted to find out about applying for a line of credit because I wanted to grow the business some more and upgrade some equipment, and add some more computers, and get some more bodies in the office, and things are really starting to take off, thanks to the whole world of you know, social media and people like to get online and boost their ego, and make fools of themselves, and that's where I come in and I get to market things and while people are making fools of themselves, they buy the products I market.
Intent: ApplyLoan
Customer (finance): What I want to do is I kinda wanna see what the exchange rate is.
Intent: GetExchangeRate
Customer (finance): I'm also thinking about closing down one of my accounts.
Intent: CloseAccount
Customer (finance): And what do I have in my wealth management account?
Intent: CheckAccountBalance
Customer (finance): I just I was hoping to get the balance of my credit card the due balance that I have due.
Intent: CheckAccountBalance
Customer (finance): Well, thank you so I'm actually looking to I'm getting more and more involved in the whole numbers game of my business and I'm learning a lot now more about this whole debt to income ratio and I wanted to see if I can get like the updated you know figures on the debt to income ratio that percentage for this quarter that we're in right now.
Intent: GetDebtIncomeRatio
Customer (finance): No I think that that's everything. Thank you so much. And you said you emailed me the receipt right?
Intent: RequestEmail
Customer (finance): Hey Judas. I think I need to talk to a financial advisor. Do you have any of those around today?
Intent: ScheduleAppointment
Customer (finance): there was. My old email address I changed it recently. Oh I guess like OK so should we just? Yeah let's do that. Let's update my email address
Intent: UpdateEmail
Customer (finance): Hi, Kelly, I'm just curious about a small business loan.
Intent: GetLoanInfo
Customer (finance): So if I'm a small business owner, which, which one do you think is better?
Intent: GetLoanInfo
Customer (finance): Oh well I'm having the darndest time with everything going on and how busy it is remembering to pay my credit card. Is there anyway I. Cuz you know like expenses kind of stay the same. Is there any way I could just get an automatic withdrawal from my account and just autopay it?
Intent: SetAutoPayment
Customer (finance): yes I'm calling to set up an automatic billing for my checking account.
Intent: SetAutoPayment
Customer (finance): That is good can we. I apply now?
Intent: ApplyLoan
Customer (finance): Well, my sister-in-law just had a little niece, well, a little kid. And that makes me an uncle, her first well her first birthday is coming up, and you know, it's one of those things where you gotta get one of those savings bond kinda traditions. And I had my eye on a couple of them. But you know, I kinda want something that'll return a little bit, once she graduates. You know, a good eighteen year, maybe twenty year.
Intent: GetTreasuryBondYield
Customer (finance): All right, and I can make a, can I make an online purchase of that, or do I need to come into the bank?
Intent: OnlineBankingInfo
Customer (finance): Oh OK, well if I could get your nearest branch location adjacent to my place?
Intent: FindBranch
Customer (finance): Hey John my name is Stephanie. I'm calling because I wanted to see if I can do a wire transfer I think that's what it called.
Intent: MakeTransfer
Customer (finance): OK, I think I'm going to not bank with you anymore.
Intent: CloseAccount
Customer (finance): I need to check the balance on my loan.
Intent: CheckLoanBalance
Customer (finance): Hi, I'm calling because I am interested in finding out what my net income was for the year twenty twenty.
Intent: NetIncome
Customer (finance): OK, that, that sounds super, yeah simply. OK, we, we can do that so do I go on the website, or, do you wanna send me a link?
Intent: RequestEmail
Customer (finance): Margarita, I would like to open a business card for my corporation.
Intent: ApplyCreditCard
Customer (finance): I need to get some money to them by three o'clock and I'm wondering do you know a way I can get that done?
Intent: MakeTransfer
Customer (finance): yes how about could you mail me my statement?
Intent: GetBankStatement
Customer (finance): OK now and that if I go online, will that tell me all about it?
Intent: OnlineBankingInfo
Customer (finance): I'm doing great. Thank you. the reason that I'm calling is I need to close our savings account. I'm calling from The Happy Bear.
Intent: CloseAccount
Customer (finance): Yes I'm about to apply for a new business loan. And I would like to check my credit report to make sure everything is up to date. want it please.
Intent: GetCreditReport
Customer (finance): I need to update my address no no I mean I need to update my phone number.
Intent: UpdatePhoneNumber
Customer (finance): You be able would I be able to see that online too?
Intent: OnlineBankingInfo
Customer (finance): And that and that's my net income, correct?
Intent: NetIncome
Customer (finance): Well, I was looking to have get a loan for the bank.
Intent: ApplyLoan
Customer (finance): yes. I called the other day and I opened up a Intel business total checking account and I need to add a user to that account.
Intent: AddUserToAccount
Customer (finance): All is well. All is well, man. All is well. my name is Ryan Williams, and I was calling in regards to, well, I have a question. Do you guys have a online service or anything like that? Or is it better to walk in?
Intent: OnlineBankingInfo
Customer (finance): Wow. Oh, OK. I Well, I don't even know why I didn't think about that. But, yeah, ordering checks, I think that would be. I think will be the best option.
Intent: OrderCheck
Customer (finance): Hi, Marsha. My name is Brandon and I'm wanting close one of my accounts.
Intent: CloseAccount
Customer (finance): yeah. I'll be transferring that balance to this account. It's two eight zero zero nine five.
Intent: MakeTransfer
Customer (finance): I would just also like to ask if I could have a new card on that account sent to my current address. And that'd be everything I need for the day.
Intent: RequestNewCard
Customer (finance): OK. Well that sounds very good. what's the balance in my savings account on my. You know with my credit card?
Intent: CheckAccountBalance
Customer (finance): So, reason for my call is because I've in the past, I've, I used to have a business account, but now mostly have a checking and savings account. I do have a card, I have the traveler's card, and, and I'm just looking to speak to a financial advisor, or an in-house financial professional, I just have several questions about my account and, I'm thinking of yeah, doing several investments and like, I, I'd like to do them, you know, with your bank so, if somebody could maybe hop on the phone with me, like five, ten minutes, it's very simple questions I have, and I'd just like to talk to someone.
Intent: ScheduleAppointment
Customer (finance): Yeah, that's OK. And and by the way, I also would like to have the balance on the account.
Intent: CheckAccountBalance
Customer (finance): OK. That sounds like something I'd like to do.
Intent: ApplyCreditCard
Customer (finance): Hi Andy how's it going? Yeah so reason I called is I have a business, right. And my storefront is in this part of town, this neighborhood, where All right so look, my ex kind of like a bad bad break up and it's just like she's there in that neighborhood like all the time, you know? And it's like she doesn't come in or anything, she wasn't coming in, but it's like I see her walking around. I don't wanna be seeing her with a new guy and on the Anyway you get the point. So I moved the location to another part of town. Figured it's a it's kind of like another good location so I just moved the storefront, I got out that neighborhood, and so anyway my point is I need to update my business address with you, cuz I don't I don't need my mail going to the other location. Cuz I don't wanna go fetch it from whoever is there now and run into my ex, you know? So if I could do that that'd be that'd be great.
Intent: UpdateStreetAddress
Customer (finance): Hi I need to apply for a real estate loan please.
Intent: ApplyLoan
Customer (finance): Yes I'm calling because I want to see what I need to do to change how I get my statements.
Intent: ChangeStatementDelivery
Customer (finance): You should have it, it's a it's the thing I just called it what, what's Oh, god what are we gonna do? We, could we just set, cuz I just wanna set the appointment up. Set the appointment up, I I'll take the chance, just set just set the appointment up.
Intent: ScheduleAppointment
Customer (finance): Hi Tim. love the name. That's a very strong name. so, I was hoping that you could help me apply for a for a loan.
Intent: ApplyLoan
Customer (finance): Hi, I'm calling because I am interested to know what my net income is for the month of September of this year actually.
Intent: NetIncome
Customer (finance): Yeah, and so and it it would be for the digital marketing aspect of of of my my company. And so yeah, I wanted to see what the process would be like to apply for that and and if we could do that.
Intent: ApplyLoan
Customer (finance): Hi Johnathan Just looking to make a wire transfer to a different account.
Intent: MakeTransfer
Customer (finance): Hi Matilda. My name's Justin and I just wanted to call and check my account balance right quick.
Intent: CheckAccountBalance
Customer (finance): Matilda, I'm gonna I'm gonna need to change my pin number ASAP.
Intent: ChangePin
Customer (finance): Yes, I did. are you able to see where those withdrawals were made?
Intent: GetTransactions
Customer (finance): Hi there I need to apply for a term loan please.
Intent: ApplyLoan
Customer (finance): Oh speaking of nice dinners, I wanted to ask is there a fee to apply for the term loan?
Intent: GetLoanInfo
Customer (finance): I need some help please Rose. I am trying to apply for a line of credit with you all.
Intent: ApplyLoan
Customer (finance): Yeah, I like to update my, my street address for my business.
Intent: UpdateStreetAddress
Customer (finance): right now I think I got a loan with you guys I I was concerned about that I don't know if that payment was made on time or not, just wanted to see.
Intent: CheckLoanBalance
Customer (finance): OK, that sounds good that sounds good and also I got a question. I need to find out about one of my credit. What's the balance on one my credit cards one of my employees have? and I'm not sure what the loan number is but maybe you can see it on, on your information.
Intent: CheckAccountBalance
Customer (finance): Hello. I am gonna be asking you about small business loans today. I really don't know anything about them, and it appears that some real estate has been made available at you know, a friend of a friend found. I've been looking for a space like this. It appears I have an opportunity to get it, but I know I don't have enough cash to just get it outright. So I need to find other solutions.
Intent: GetLoanInfo
Customer (finance): Oh, man. Cuz I wanna see how much I owe on it this month, and I'm just talking while I find it, but I wanna get that paid off because I know that I either am at the deadline or I'm real close to it, and I don't wanna get another late fee, cuz I got one of those last month and, man, those things are terrible, and it's should be a crime how much you overcharge on those. Or every bank. It's not just you. It's just like you know, obviously, I appreciate having a credit card, but man, if you happen to like miss it by a day or two, then you really pay the price. it's kinda like the punishment way outweighs the crime, you know But, anyway, I found the number. Sorry, I was just babbling while I was.
Intent: CheckAccountBalance
Customer (finance): so anyway, my sixteen digit account number is one six six zero two one three three eight four nine two six nine two two. That's the one. That's for the one that I have the outstanding balance I need to pay. I mean I'm just gonna do the minimum that's due, but I also wanna know what's the total amount due.
Intent: CheckAccountBalance
Customer (finance): Can you give me a little bit more information about your SBA seven A loan please?
Intent: GetLoanInfo
Customer (finance): OK. Is it possible that we can start the process for the SBA loan?
Intent: ApplyLoan
Customer (finance): OK. I had a second question. There was something else I wanted to ask you about. The secured loan.
Intent: ApplyLoan
Customer (finance): Man. I spoke to some motherfucker yesterday. Oh, I'm so frustrated. I I need you to connect me to a financial advisor. I'm sorry. What was your name?
Intent: ScheduleAppointment
Customer (finance): Hey how are you Sampson? I need to cancel a check. Wrote it? Sent it? But it was the wrong amount. and this is kind of a very important client of mine and kind of what I have is sort of this immediate sense of professionalism. that wanted them to send in the check. Make the payment and it's too little it's wrong. I've already contacted somebody on their end. Who's you know, working with me to make sure they can intercept the check in time. but I'd also like there to be no no issues fumbling it. So hopefully that person doesn't say take the check cash it and then we had another whole issue we're going to have to deal with. I'd like to get in front of it. As well if that's if that's if that's able to happen.
Intent: CancelCheck
Customer (finance): I wanted talk to you about a secure loan.
Intent: ApplyLoan
Customer (finance): Hi, I need to apply for a line of credit please?
Intent: ApplyLoan
Customer (finance): Yes I'd like to know what my debt to is please.
Intent: GetDebtIncomeRatio
Customer (finance): Hi so yeah I'm I'm just calling to ask a few questions about potentially potentially trying to set up a loan.
Intent: GetLoanInfo
Customer (finance): Yes, a bank statement. Exactly. that's exactly what I need. Thank you.
Intent: GetBankStatement
Customer (finance): Hello. I'm interested in opening a savings account for business.
Intent: OpenAccount
Customer (finance): Yeah Let's do that and let's can we continue with the old dinosaur method and could you schedule my next loan payment for my business loan
Intent: PayLoan
Customer (finance): Yeah. I'd like to see what the balance of my account is.
Intent: CheckAccountBalance
Customer (finance): Doing great. My name's Joey, and I was hoping that you could help me out with a checking my account balance?
Intent: CheckAccountBalance
Customer (finance): I am actually looking to apply for a secure loan as well.
Intent: ApplyLoan
Customer (finance): Just need to open up a savings account could you just tell me what my options are?
Intent: OpenAccount
Customer (finance): Hi Erica my name is Tristan and I'm calling because I'd like to make a wired transfer to one of my external business accounts.
Intent: MakeTransfer
Customer (finance): Hi Daisy, I need to check the remaining balance on my credit card?
Intent: CheckAccountBalance
Customer (finance): yes. I just got a notice in the mail today. About about a loan can you tell me how much and how, how much is due? It feels like I'm never gonna pay off this stupid loan.
Intent: CheckLoanBalance
Customer (finance): Oh yeah, no. I was, just wanted to update my street address.
Intent: UpdateStreetAddress
Customer (finance): Hi Larry I wanted to make a payment on my credit card account.
Intent: MakeCreditCardPayment
Customer (finance): Yes. I want to know what my company's income debt to ratio is please.
Intent: GetDebtIncomeRatio
Customer (finance): I guess it would probably make sense for me just to take all my stuff and meet with him, so I can like really show them everything.
Intent: ScheduleAppointment
Customer (finance): Hi. Yeah, I think you're the one that I called I need to check the balance on my account for some for some info. I'm I'm trying to figure thing let first question can I check my account?
Intent: CheckAccountBalance
Customer (finance): OK, OK. Now if that OK five Five hundred in that OK. OK, well I guess I'm trying to figure out my curl what my my QLR or whatever they call it?
Intent: AskLiquidityRatio
Customer (finance): Oh! I, I Aside from the wire transfer, I also wanted to check my credit card balance.
Intent: CheckAccountBalance
Customer (finance): Yes. I wanted open up a term loan for my business.
Intent: ApplyLoan
Customer (finance): Yeah I'd like to get an exchange rate and from there I just I'm ready for the exchange honesty.
Intent: GetExchangeRate
Customer (finance): So I wanted to call you and check on some value of stocks.
Intent: GetStockQuote
Customer (finance): yeah, I'm going to be closing my account today.
Intent: CloseAccount
Customer (finance): How you doing Gerry? Can you give me the price of the US consumer index?
Intent: AskConsumerPriceIndex
Customer (finance): Yeah what's the the balance on my complete account, could you get me that?
Intent: CheckAccountBalance
Customer (finance): yes, I wanna know what the balance is on my loan.
Intent: CheckLoanBalance
Customer (finance): Well I was looking for a exchange rate between a couple of different countries I was thinking about making a visit to.
Intent: GetExchangeRate
Customer (finance): Oh Well first I need some information about the last quarterly consumer price index for my gas and my electric and my food.
Intent: AskConsumerPriceIndex
Customer (finance): Yeah. I need to get some type of a loan.
Intent: ApplyLoan
Customer (finance): What other type of loan options do you have?
Intent: GetLoanInfo
Customer (finance): OK. That's fine on that part but can you update the phone number?
Intent: UpdatePhoneNumber
Customer (finance): just wanna go ahead and maybe get my credit card paid off. so I can at least give her that to you know hold on to so she know that I'm in good financial standing I want her to just have a peaceful death you know what I mean like I don't want her to die unhappy.
Intent: MakeCreditCardPayment
Customer (finance): Yes half half today and half next week on the same day.
Intent: MakeCreditCardPayment
Customer (finance): And could I also get an email next week saying that I paid it off just so I can show my mother?
Intent: RequestEmail
Customer (finance): so I'm calling to check my commercial account balance for my business.
Intent: CheckAccountBalance
Customer (finance): Yeah I definitely would like to take advantage of the offer. So if we can put something together so somebody can reach back out to me and we can further talk about yeah this great offer.
Intent: RequestEmail
Customer (finance): Hi. I am calling. I got a flier in the mail, and I am calling to sign up for your tax specialist services.
Intent: ScheduleAppointment
Customer (finance): And now, we're looking to do some more expansion. And I've heard about the S B A seven A loans. And that Intellibank has those. And I wanted to apply for that.
Intent: ApplyLoan
Customer (finance): Yes so I need to see about getting a business loan.
Intent: ApplyLoan
Customer (finance): So I'll kind of explain what I'm trying to do is so I'm trying to buy a second business location and I've found a beautiful property in it's really close to my kids school so we decided do we wanted to expand but I'm not really sure what the best thing for us to do is.
Intent: GetLoanInfo
Customer (finance): OK so I think I'd probably rather do the real estate loan. I'm not sure I qualify for the other.
Intent: ApplyLoan
Customer (finance): Yeah, I am having an issue and I really hope you can help me with this. I'm not sure exactly what you can do but I wrote a check. Sent it out yesterday and I found out today that I wrote it for way over the amount that I was supposed to write it for.
Intent: CancelCheck
Customer (finance): Now the. In the future, is something that I can do online?
Intent: OnlineBankingInfo
Customer (finance): Hi. I would like to speak with someone. I got a flyer in the mailbox and checked out everything online. And I'm pretty interested in the tax specialist services.
Intent: ScheduleAppointment
Customer (finance): But that's it for that? Oh. I have another question what's the current exchange rate for the US dollar to the Canadian dollar?
Intent: GetExchangeRate
Customer (finance): Hi, John I need to check the balance of my commercial account.
Intent: CheckAccountBalance
Customer (finance): Is it? Well I guess I should up it to five thousand, but I'm calling because I wanted to check and see if there was any fraud detected on my account?
Intent: GetTransactions
Customer (finance): Yes, definitely want to do that, want to do that.
Intent: ChangePin
Customer (finance): Yes I need to update my address street address. I think you already have the street address but I wanna add a a PO Box.
Intent: UpdateStreetAddress
Customer (finance): Well, first up I was hoping if I could update my phone number?
Intent: UpdatePhoneNumber
Customer (finance): Yes. I would like to see how much money is due on my credit card.
Intent: CheckAccountBalance
Customer (finance): yeah, I'm think of buying some stock. But I'm not sure if it's worth it.
Intent: PurchaseStocks
Customer (finance): Hey Michael. I'm just looking to do a very quick internal transfer I just wanna take money from my savings, get it into my checking. Yeah, just as quickly as possible.
Intent: MakeTransfer
Customer (finance): yes. I have a real estate loan and I need to check the balance.
Intent: CheckLoanBalance
Customer (finance): And transfer the funds that I have remaining into another account.
Intent: MakeTransfer
Customer (finance): so my credit card is from the old company I was wondering if I can and possibly get set up for the new one or?
Intent: ApplyCreditCard
Customer (finance): Yeah, so like so I was talking about, like, the unreliable narrator thing, you know like the you know . Shady, suspicious people, right? OK, so I have several employees and it's payday and so I was writing checks. They come in. I was writing everybody checks and for, for one person I, I write this check and after I write the check for him . He's got his baseball cap on and, and after I get a good look at him I realize like, like, hey wait a minute, you're not Davy. somebody just comes in and he, like, takes his check and then I'm saying, what. And I go to try to catch this dude, and he jumps on the bus. And now even though I, I wrote it for Davy, I mean he could easily try to cash that, whatever, with a fake name or he could try to change the name on there or something. I mean there are, there are ways, you know, with all these little check cashing places that take a percent, you know, and all that. So he jumps on the bus. I didn't catch him. And so I need to cancel that check before he cashes it, you know then it's like anyway I need to cancel the check that I wrote.
Intent: CancelCheck
Customer (finance): Yeah so I think I need to get a loan.
Intent: ApplyLoan
Customer (finance): No, can you share some information about it?
Intent: GetLoanInfo
Customer (finance): Yes let's do it, let's go ahead and move forward on that one.
Intent: ApplyLoan
Customer (finance): Yes Jerry I want to apply for a term loan please.
Intent: ApplyLoan
Customer (finance): OK no no questions about that I appreciate it but I also would like to get the balance of my credit card.
Intent: CheckAccountBalance
Customer (finance): yes I need to upgrade my equipment for my cabinet shop and I was wondering what type of loans that you offered?
Intent: GetLoanInfo
Customer (finance): Timothy I need to check the loan balance on the house. We did a few things. You know refinanced which was which was a smart move but now we're looking to make a few other purchases. looking at a new car. You know this new Bronco came out and I'm kinda psyched for it. Just wondering if I have have enough space you know in my account. say keep my little payments good. Balance is square enough to where we have some leeway so make make a few other payments you know. so if that's that's something we could figure out today I'd I'd I'd love to have that knocked out.
Intent: CheckLoanBalance
Customer (finance): no I guess not. Well what kind of leeway do we have to to make some changes to like scheduling of payments or options to lower.
Intent: GetLoanInfo
Customer (finance): Yes, I need to check my checking account balance, please.
Intent: CheckAccountBalance
Customer (finance): OK, I don't have any pending deposits, do I?
Intent: GetTransactions
Customer (finance): OK, so I'm needing to cover a business expense, expense. and don't want to have to withdraw all the funds from my checking account. So I'm not really sure what my options are . Do you know what I could possibly do?
Intent: GetLoanInfo
Customer (finance): OK, so I think based off of what you said, I think the term loan sounds like it would be the best bet for me then, ay?
Intent: ApplyLoan
Customer (finance): yes I would like to apply for a line of credit on my business please.
Intent: ApplyLoan
Customer (finance): Hey, Allen. good to speak to you. I need to make a change to my statement delivery method I think is what you guys call it. yeah.
Intent: ChangeStatementDelivery
Customer (finance): Yeah, I want to update my phone number on my on my business account.
Intent: UpdatePhoneNumber
Customer (finance): Well, good. I do like having gotten this information. what is my real estate loan balance?
Intent: CheckLoanBalance
Customer (finance): Yes. So, I have other accounts with Intellibank but we've started to sell food lately and I really think I need to separate that account somehow. I'm not sure how to do that.
Intent: OpenAccount
Customer (finance): under my current commercial account, what are kind of you guys have a favorable terms if I want to put in a car in there? Let's say, it's a company car.
Intent: GetLoanInfo
Customer (finance): I'm good. I'm good. I would I would be much better if I if I could speak to a financial advisor. I I'm looking to potentially deposit a big sum into my account, and I'd just like some guidance from a financial professional. Could could you help me with that? Are you a financial advisor?
Intent: ScheduleAppointment
Customer (finance): OK. I do have a business account and I was wondering if you could give me that ratio.
Intent: AskLiquidityRatio
Customer (finance): OK, that's good. and I understand that online banking is an option for me.
Intent: OnlineBankingInfo
Customer (finance): Jones, Bid and Bell. And I would also like to know what the branch hours are?
Intent: GetBranchHours
Customer (finance): But when your in. But when your a business you got to continue to put some capital in there to grow right? So I just need some money to grow and I have good credit so I just need need like a loan or something to keep expanding my business, which is doing really well.
Intent: ApplyLoan
Customer (finance): All right basically, what I wanna do it, I wanna apply for a line of credit.
Intent: ApplyLoan
Customer (finance): Yeah let's do the real estate , how bout you know what, no I take that back. Let's do the term loan.
Intent: ApplyLoan
Customer (finance): Yeah, I got a cheque I need to cancel.
Intent: CancelCheck
Customer (finance): Kaleb, hi Kaleb. Oh man, I'm just I've been getting a lot of spam, just email spam, and I'm not I'm not very tech savvy. I always prefer I guess talking to someone live, but yeah like, I just been getting all this spam. I've been deleting it but I still get it. I don't know, and I also might wanna like update some information cuz I just moved as well, if I can update my my address, at least see if you guys. Maybe I I might have updated already, you see, I don't know. I got, I get this email from you guys and sometimes I respond and and sometimes it's spam. It looks like spam anyway. Sometimes I just delete it, so I think it's just a whole mess right now. I'm just trying to figure it all out.
Intent: UpdateStreetAddress
Customer (finance): yes, well I was just sitting here watching a little television, and a commercial pop on about you guys, and it just reminded me that I needed to do something, that I needed to check my loan balance. are you able to help me with that?
Intent: CheckLoanBalance
Customer (finance): Hi I need to change the pin number of my business checking account, please?
Intent: ChangePin
Customer (finance): Hi. I'm Albert King. I just need to check on my net income for this year.
Intent: NetIncome
Customer (finance): could you have add a brochure with information on the Gold and Platinum cards to the package that you're going to mail to me?
Intent: GetCreditCardInfo
Customer (finance): Hi Marcus. Oh yeah. I'm just. I need a little bit of extra cash flow and I was wondering what options there are for a small business owner such as myself.
Intent: GetLoanInfo
Customer (finance): I have a complex question. I'd like to find out the Consumer Price index of Diesel fuel in the past three quarters.
Intent: AskConsumerPriceIndex
Customer (finance): Yes Jerry, I I'm calling because I want to apply for a line of credit.
Intent: ApplyLoan
Customer (finance): OK that would be just fine and I also would like to get the balance on my credit card.
Intent: CheckAccountBalance