AI agent for financial services
Financial service clients expect instant answers about accounts, products, and policies—but compliance requirements make automation risky. Deploy AI with zero data sharing, full audit trails, and scoped workspaces that meet regulatory standards while reducing support load and improving response times.
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Use cases
Features
Client support
built for compliance
Instant answers with the security and auditability financial services require.
Secure architecture
Zero data sharing. Scoped workspaces and role-based access.
Policy grounding
Answers sourced from your product docs, terms, and policies.
Compliance logging
Full audit trail of every client interaction.
Human escalation
Route complex cases to advisors with full context.
Compliant automation
for financial workflows
Automate client interactions with the security and audit standards financial services require.
KYC workflows
Guide clients through identity verification and document collection steps.
Account inquiries
Answer balance, transaction, and account feature questions from your data.
Fraud alert handling
Route suspicious activity reports to the right team with full context.
Investment FAQs
Explain product features and risks grounded in your disclosure documents.
Regulatory logging
Full conversation audit trail for compliance review and reporting.
What you get
in production
Outcome-focused benefits you can measure in support, sales, and operations.
- Faster answers with controlled knowledge scope
- Less time searching policies and internal docs
- More consistent explanations across the team
- A clear audit trail of what users asked