Banking · Wealth · Insurance
Financial Services
Agents that can move money have to be built like they can move money.
Nowhere is the gap between a demo and a deployment wider. A banking agent needs deterministic guardrails around anything transactional, a complete audit trail, and a supervisor who can explain to the regulator why the agent said what it said.
First agent typically live in one product line, one language, before it widens.
Banking services assistant
Card disputes, transaction queries, standing orders, and payment failures — resolved in-session with a hard boundary at anything that debits an account without explicit confirmation.
Client relationship assistant
Advisers get a briefing before every meeting: portfolio drift, life events, unopened service requests, and the two things the client mentioned last time and nobody wrote down.
Insurance service assistant
First notice of loss captured cleanly, policy questions answered from the actual wording, and claims triaged so adjusters see the complex ones first.
Non-negotiables
- No autonomous action on funds without a confirmation step
- Full prompt-to-record audit trail retained per your policy
- Grounding restricted to approved product documentation
- Vulnerable-customer detection routed to a human immediately
Also in industries
Healthcare & Life Sciences
The agent handles the paperwork so the clinician gets the hour back.
Read Proactive maintenance · Sales agreementsManufacturing
The machine tells you it is about to fail. The agent tells you what to do about it.
Read Service processes · MaintenanceAutomotive
The dealer service drive is a queueing problem wearing a customer-experience costume.
ReadStart with the assessment.
Three to four weeks, a fixed fee, and an answer we are willing to say out loud — including if the answer is no.