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Pre-built agent foundations
Start with the standard already built.
Our Financial Services foundation comes with domain knowledge, governed behavior, workflows, guardrails, and evaluation criteria built in—ready to use as-is or tailor to your institution.
Financial Services
See the standard
in action.
A dispute makes the foundation visible: the agent verifies access, uses approved terminology, and explains the resolution path.
Verify before accessApproved terminologyResolution explained
Inside the foundation
Governed by domain, from day one
Financial-services knowledge is built in, along with the operating standard for how the agent behaves, responds, escalates, and stays within bounds.
Behavior
Tone, response shape, and judgment under pressure
Guardrails
Boundaries for what the agent will and will not do
Workflows
Defined paths for common, high-stakes interactions
Escalation
Clear rules for when a person needs to take over
Exemplars
Concrete examples of responses that meet the standard
Evaluation
Criteria for detecting drift after launch
Tailored to your institution
Make it yours.
Keep it governed.
Start with the Financial Services foundation as-is, or tailor it to your institution. Your changes become part of the governed standard—and are evaluated against that standard after launch.
What you can tailor
- Your brand voiceHow the agent sounds and communicates on behalf of your institution.
- Your policies and terminologyThe language, requirements, and rules specific to your business.
- Your systems and escalation pathsHow the agent connects to your stack and when a person should take over.