AI-Agents for Financial Services

Escalate a client's account question with only approved chat details.

Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.

Works with32 tools

Book new client prospects into the assigned adviser's calendar.

Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.

Works with33 tools

Delete approved chat posts exposing confidential client details.

Your privacy team gets a clear answer when a reported Teams chat message needs removal, with the result recorded and emailed to the reviewer.

Works with26 tools

Schedule client meetings and email the owner today's appointments.

Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.

Works with29 tools

Correct video links in client appointment invitations.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools

Flag 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.

Works with24 tools

Send approved account notices with customer details and track each send.

Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.

Works with9 tools

Prepare 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.

Works with24 tools

Flag changes in watched regulatory notices for compliance review.

See what's new across the website sections you watch, with a table of listings and an email that flags changes or pages needing a closer look.

Works with32 tools

Email referred prospects about their stated financial needs and log the contact.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools

Draft replies to customer account emails for the responsible person to approve.

Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.

Works with24 tools

Archive client emails with attached documents for account review.

Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.

Works with6 tools