Financial Services

Customer Support 

• Access account information: Helps staff access customer financial records, transaction history, and account balances. 
• Compliance and documentation: Provides access to internal regulatory guidelines for resolving customer issues. 
• Troubleshooting: Offers step-by-step processes for resolving account lockouts, payment disputes, or transaction errors. 

Knowledge Management 

• Internal process documentation: Provides access to compliance guidelines, transaction procedures, and audit trails. 
• Knowledge sharing: Centralized access to internal reports, financial models, risk assessments, and best practices. 
• Customer account management: Supports staff with account onboarding and troubleshooting procedures. 

Automated Research 

• Compiles data on competitor products, financial instruments, pricing, market trends, and regulatory shifts. Tracks public sentiment through PR channels.