Savvi AI demos.

Loan Charge-Off Risk Manager

Sunshine City Bank

A loan portfolio workspace for reviewing charge-off risk, monitoring collections status, and exploring next steps with a loan management assistant.

• Charge-off risk predictions
• Portfolio risk prioritization
• Delinquency SMS reminders
• Refinancing recommendations

For: Loan Officers, Collections Teams, Credit Risk Managers

Deposit Churn Risk & Mitigation

Sunshine City Bank

A banking dashboard for relationship managers: churn risk monitoring, loan delinquency tracking, and automated product recommendations to retain high-value commercial accounts.

• Churn risk scoring & alerts
• Product recommendation engine
• Loan delinquency workflows
• Brand integration

For: Commercial Relationship Managers, Branch Managers

Savvi AI Agents

An interactive agent workbench demonstrating autonomous and assisted AI workflows with connected tools and integrations.

• Task-specialized AI personas
• Loan Advisor agent
• Email & MCP tool execution
• Step-by-step reasoning

For: Solution Architects, Operations, Customer Success

SBA Loan Process Manager

Sunshine City Bank

An intelligent loan workspace guiding borrowers and officers from application intake to SBA eligibility review.

• Guided intake flow
• AI document & tax return checks
• Real-time SBA compliance scoring
• Birchwood Bakery demo case

For: SBA Loan Officers, Underwriters, Borrowers

Next Best Credit Product

Sunshine City Bank

A personalized banking experience that surfaces timely credit and investment offers — like a 401(k) decision after a job change — based on real account and transaction context.

• Personalized offer banners
• Account & transaction context
• Real-time decision pipeline
• 401(k) rollover prompts

For: Retail Banking, Personalization Teams, Product Managers

AI Center of Excellence Portal

The centralized portal for enterprise AI initiatives, governance frameworks, and executive strategy.

• AI portfolio tracker
• Governance & risk tiers
• Executive briefings
• Resource library

For: Enterprise Leadership, AI Taskforce, Risk & Compliance