AI, built into BNControl.
Ask a question and get an answer from your own data.
Early PreviewBuilt on Fundamentals
Every bank's data is arranged a little differently. Where a number sits in the core, how the same field is used from one bank to the next, and what a banker means by maturity, officer, or relationship all have to be worked out. Oculus has been doing that since 2008.
The assistant is built on that work. Eighteen years of business logic stands behind an answer, so there is nothing to configure and no new data to prepare.
Reporting is what BNControl has always done well. Getting at your data, shaping it, and putting it in front of the person who needs it is what every module is built around. AI is the next step in that work.
AI Should Be Useful
AI has to save you time to be worth adding. We build the parts that get you to an answer faster and leave out the rest.
Safe and Trusted
Your data stays yours. The assistant works inside the same rules that govern the rest of BNControl, and nothing it drafts is saved until you say so.
There to Help
This is another way to work, not a new system to learn. Use it as needed for more specific or one-off questions.
Ask a Question, Get an Answer
Ask for what you need the way you would ask a coworker. The answer comes back from your own data.
A question rarely stays inside one report. The assistant knows how loans, deposits, customers, compliance, audits, and vendors fit together in BNControl, and it draws on whichever of them the question calls for.
Sample Prompts
- Which loans are past due?
- Which CDs matured but haven't renewed?
- Who are our most profitable customers?
- Which vendor contracts expire in the next 90 days?
- What is our total loan balance by officer?
- Which employees have unclaimed referrals waiting?
- Which audits are past their due date?
- What were the largest deposits last month?
- Which report shows me large cash transactions?
- Which customers have only one product?
- Which accounts have been overdrawn the longest?
- Show me loan growth by officer for the last quarter
- Which projects are past their target date?
- How many wires did we send last month?
- How many new customers did we add this year?
Build a Form by Describing It
Flex Forms can handle almost any workflow, and getting started is often the hardest part. Describe the form and the assistant drafts one, complete with questions, computed fields, auto-filled fields, and the statuses it moves through, so you start from something real instead of a blank page.
Sample Prompts
- Create a new account opening checklist
- Draft a form for reporting a lost debit card
- Make an expense form with a manager sign-off
- Build a complaint form that routes to compliance
- Create a loan exception request form
- Draft a vendor onboarding form with a risk rating
- Build a branch cash count form
Draft a Letter in a Conversation
Say what the letter needs to do and the assistant writes it. Ask for a note inviting customers with a maturing CD to talk about renewal options, or a friendly birthday letter for customers of more than ten years, and a draft comes back with the customer and account fields dropped in where they belong. Nothing is saved until you apply it, and what you end up with is an ordinary Flex Letter you can keep refining in the editor.
Sample Prompts
- Write a renewal letter for maturing CDs
- Draft a birthday letter for long time customers
- Write a welcome letter for new checking customers
- Draft a notice for accounts that have gone dormant
- Write a thank you letter for a new loan
- Remind customers of an upcoming loan payment
- Write to customers whose debit card expires soon
- Draft an overdraft courtesy notice
More to Come
This is a work in progress. What is shown here runs today, and there is more still being built, so what arrives at release will not be exactly what you see now.
Where it goes next will be shaped by the BNControl community. Almost every feature in BNControl started as a request from someone with a problem to solve, and AI is being built the same way. The parts that bring real value across the system are the parts that get built, and the people using it every day are the ones who tell us which those are.