Answer clients instantly, without cutting corners on compliance.
Financial services customers expect fast answers and airtight accuracy. Triskelion's AI assistant responds from your approved product and policy content, redacts personal data before it reaches any AI provider, and routes anything regulated to a qualified human.
What makes financial services support hard to get right
- Customers expect instant answers, but regulated products leave little room for an inaccurate response
- Call centre volumes spike around statements, rate changes, and renewal periods
- Sensitive personal and financial data must never reach a third-party AI provider unprotected
- Every automated interaction needs an audit trail for compliance and internal review
Built around your real conversations
PII redacted before any AI call
Personal and account details are stripped before a request reaches an AI provider, and restored only inside your own systems.
Cited answers from approved content
Responses are grounded in your product terms and policies, with hard guardrails around anything regulated or advice-adjacent.
Human review where it matters
Anything touching advice, disputes, or account changes is queued for a qualified team member, with the full conversation for context.
PII redacted
Before any AI provider call
Full audit trail
Every automated interaction logged
Human reviewed
For advice and account changes
A real conversation, and what your team sees behind it
An example of how the AI Customer & Sales Assistant handles a financial services conversation end to end, from the customer's chat window to what it logs on your team's dashboard behind the scenes.
What the customer sees
Live chat · Financial Services
What your team sees
Admin dashboard · Live activity
Waiting for a new conversation…
Illustrative example. Once configured for your business, your assistant answers from your own content, policies, and systems.
Ready to see this for your business?
Book a discovery call and we'll scope an assistant grounded in your own content and policies.