Use case · Financial services

Regulated, high value, and almost entirely unreadable to assistants.

Rates, terms and eligibility are exactly what people ask assistants about, and exactly what banks and lenders publish in formats nothing can parse. Being absent from the answer is a competitive problem; being misquoted is a compliance one.

1Visitordescribes the problem in their own words
2Conversationasks what you would ask, one at a time
3Redactionnames and identifiers removed before the model
4Scored recordagainst your criteria and real deadlines
5Your systema case worth opening, already structured

What happens when somebody with a real problem lands on your site at two in the morning. Without this, the same person meets a forty-field form and most of them leave.

What the work is

Rates and terms published where an assistant will find them
A standing check on what assistants currently say about you
Intake that meets the review your risk team will run

AI Intake in full →

What the firm receivesintake 4f2a

# Screened before a human opened it
claim
  Unpaid overtime, misclassified as exempt
employer size
  ~400, over every threshold that matters
deadline
  Files in 94 days. Flagged urgent.

# What the model was allowed to see
"I worked for [ORGANIZATION] under [PERSON] for
 three years and was never paid overtime…"
  Real names stored by you, never sent to a model.

Also covers

Banks & credit unions
Lenders & mortgage
Insurance
Wealth & advisory
Fintech

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