Financial services
Disclosures, secure escalation, and policy-grounded support—with strict handling of regulated data and planned core-system connectors.
Financial services
Scope
Deploy WisebotAI for education, navigation, and servicing FAQs from approved disclosures—not for personalized investment advice unless your compliance framework explicitly covers it. Escalate anything involving account-specific advice, fraud, or regulated decisions.
Outcomes
- Consistent explanations of fees, products, and application steps.
- Faster routing to the right team (cards, loans, business banking).
- Activity visibility via conversation history, approval records, and run traces — see Security & controls.
How WisebotAI fits
| Layer | What you use |
|---|---|
| Knowledge | Regulatory PDFs, product guides, crawl public disclosure pages you own. |
| Agents | Conservative prompts, mandatory disclaimers, low creativity. |
| Tools | Search, escalate to secure channels; avoid passing PAN/TIN through chat. |
Tool calling in practice
- MCP and custom tools should call tokenized or backend-mediated APIs—never raw card data in prompts.
- Prefer sandbox-isolated MCP paths for third-party tools (see Tool calling & agentic execution).
Coming soon connections
Core banking, card processor, and wealth platform integrations require vendor and regulatory review (Coming soon connections). Roadmap themes include read-only balances and case creation in servicing systems—write actions stay gated.
Related
E‑commerce & retail
Order help, policy Q&A, and product discovery from catalogs and help content—with tool calling and future commerce connectors.
Operations & internal IT
SOPs, approvals, and multi-step internal tasks using knowledge, MCP, and tool calling—with roadmap ITSM and work-management connectors.