Financial services agents

In financial services the cost of a wrong answer is regulatory, not just reputational. These agents work inside your permission model and your authenticated channels, handling product questions, qualification, and servicing — and escalating the moment a request needs a licensed human.

The agents

3 agents, already running in production.

Each one ships with its scope written down — what it handles, what it needs from your systems, and what it deliberately does not touch.

Investment Advisor Assistant

Low complexity

What it does

  • Answer questions about investment products
  • Schedule meetings with financial advisors

In scope

  • Share holdings by various attributes available in the CRM
  • Meeting scheduling via Calendly, Outlook or Gmail

Out of scope

  • Can't answer questions such as what is my investment growth rate over the last 2 years
  • Transfer to live human agent
  • Meeting scheduling using another tool
  • Authentication of customer for account specific information

What it needs from you

  • Investment product information is available in Knowledge Articles or other objects in your CRM
  • The client is viewing the chat on an authenticated community site

Financial Services SDR Agent

High complexity

What it does

  • Qualify prospects based on email engagement, executed by the SDR Agent
  • Respond to followup questions using knowledge base information
  • Schedule meetings between qualified prospects and Financial Advisors
  • Auto-update accurate prospect records in financial CRM systems

In scope

  • Email copywriting
  • Qualifying lead by answering basic queries
  • CTA to setup call with human if required over channel supported by us
  • Updates to lead info in CRM

Out of scope

  • Live handover to human agent
  • Answering questions not mentioned in the knowledgebase

What it needs from you

  • User preferences and criterions to be present in your CRM
  • Criterion to qualify lead is pre-defined/known
  • Knowledge base to answer basic user queries to qualify them

Financial Services Support Agent

High complexity

What it does

  • Verify customers based on OTP/secure credentials
  • Provide account balance and transaction history information
  • Process simple service requests like limit changes and statement preferences
  • Schedule appointments with specialized financial advisors for complex requests

In scope

  • Providing summary/exact data
  • Updating account info in your CRM
  • User auth
  • Appointment booking via Calendly, Gmail or Outlook

Out of scope

  • Integration with external systems to fetch account balance/transaction etc.
  • Doing mathematical operations on the numbers (average, range, graph, trend etc.)
  • Updating information after additional checks

What it needs from you

  • Relevant account/transaction information to be present in your CRM
  • Your CRM should be the source of truth for account information
  • Pre-existing API/way to authenticate user (if apart from OTP) or availability of a third party system like OTP less for OTP gen and verification
How it ships

A blueprint in a day. Production in weeks, not quarters.

  1. Name the number. Before any code, we agree the one business metric this agent has to move, and how we'll read it.
  2. Blueprint in a day. Scope, integration points, and a budget-ready estimate — from the team that will build it.
  3. Build on Exo. The agent harness, observability, and compliance are already running, so nobody starts at an empty repository.
  4. Hand it over. You get a system your team owns and extends — not hours you rented.

From strategy to shipped.

Bring us the number that won't move. We'll tell you if we can move it.