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Use Cases

Wealth Management

Offer market guidance and emotional support.
  • Understand changing buying patterns
  • Capture consent
  • Automatically block PI and sensitive language
  • Analyze conversations for compliance
  • Log messages in CRM

Use it to offer:

  • Market updates
  • Research
  • Emotional support
  • Trade confirmations
  • Logistics “I’m running late”

Capital Markets & Trading

Increase call volume without disrupting your workflow.
  • Frequent voice communication helps traders convey nuance, build trust
  • Analyze conversations for compliance
  • Logged in CRM

Use it to offer:

  • Trade confirmations
  • Research
  • Quick answers

Investment Banking

Frequent, informal client communications that are automatically logged.
  • More candid interaction with the client, less administrative work
  • Analyze conversations for insights
  • Logged in CRM

Use it to offer:

  • Channel for clients to vent
  • Reassurance
  • Logistics: "Is Jordan joining us?"
  • Research

Consumer Banking

Add a personal touch and offer a third channel for better relationships, faster cycles, and less admin.
  • Automatically block PI and sensitive language
  • Capture consent
  • Logged in CRM

Use it to offer:

  • Personal touch
  • Links and ideas
  • Confirm appointments
  • Non-sensitive advice
  • Logistics: "I'm running late.”

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