AI-Agents for Evidence Checking in Financial Services working with Gmail
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Filter campaign leads against the financial sales team's target segment.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
9 toolsFlag missing finance reviewers on promotion raises under pay approval rules.
See whether a promotion has the finance reviewer your pay rules require, with a verdict on the card and an email to your People Ops lead.
24 toolsPrepare personal replies to referrals for the advisor's review.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsDraft client answers using approved financial facts for review.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
9 toolsCheck client appointment confirmations against the calendar and draft replies.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
5 tools
