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A credit union executive reviewing dashboards on a laptop

Why did our share deposits drop in March and what's the recovery path?

Intelligence Agent · Live

Three AI Agents that read your data.

Eight-plus core, card, deposit, and call systems unified. One conversation. Decisions in seconds, not sprints.

Querying 8 systems…
JR
Jason · CFO
just now
Why did share deposits drop in March?
Answer · Tax-season outflow + 2 large business withdrawals. −$2.1M. Rebound expected by mid-May.
Read across · Core, deposits, business banking, GL

Insight AI Agent

Chat with your data in plain English. Ask any question — the Agent writes the SQL, runs it, and answers with a chart, a number, and the why.

Watching metrics…
Anomaly detected · share deposits
2 hours ago
High
Detected
−$2.1M vs. trailing 30-day baseline
Drivers
2 business withdrawals · tax season
Confidence
High · 3-sigma deviation

Anomaly Detection AI Agent

Watches every metric every hour. Surfaces unusual patterns the moment they happen — deposit dips, card-fraud spikes, call-volume surges.

Projecting…
90-day deposit forecast
Updated daily
30 days
+$3.4M
60 days
+$5.1M
90 days
+$7.8M
Confidence · 82% · driven by direct-deposit on-boarding queue

Forecast AI Agent

Projects deposit growth, churn risk, and lending demand 30/60/90 days out — with the assumptions and confidence interval explained.

<10s
Question to answer
Chart, number, and the why.
8+
Systems unified
Core, card, deposit, calls, more.
0
SQL required
Just type your question.

Ask why deposits dropped in March. In ten seconds you have the answer, the chart, and the cause — that's the difference.

Intelligence

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