Industry · Financial services

AI that operates inside your controls, not around them.

Every action is the intersection of what the user, the agent, and org policy permit — fail-closed, approval-gated for anything risky, and recorded to an append-only audit.

How the governed layer helps

Control is the default here.

The risk ladder and fail-closed permission math matter most here: reads run automatically, money-moving actions are always approval-gated, and destructive operations are hard-blocked. Effective permission is always user ∩ delegated-agent ∩ org-policy.

Context boundary enforcement keeps one customer’s data out of another’s session, and the model works from minimized references — so a dispute intake or a policy pre-check is explainable and auditable end to end.

Regulatory and certification claims are intentionally not made here; we describe the mechanisms — least privilege, approval, audit, provenance — not a compliance posture.

Every action an agent takes here runs through the same gate: least-privilege permissions, policy and an audit trail, with the sensitive steps held for human approval. The controls behind it are set out on the security and data-handling page.

Example agents & workflows

What it looks like in practice.

Illustrative examples of what a host would configure — tool ids and risk levels are the host’s to define. The primitives underneath are built and tested.

Example

Transaction dispute intake

An agent looks up this customer’s transactions read-only and drafts an evidence summary; filing the dispute is approval-gated, and referencing a second account is blocked at the boundary.

Example

Loan application pre-check

Read-only policy and completeness checks produce a checklist and a context-request card listing exactly which documents are missing — the human keeps the decision.

Example

Branch performance report

Specialist agents aggregate by product (counts and sums only) and return a variance-to-target table and a product-mix chart, scoped to the manager’s branch.

See governed AI for Financial services & fintech.

Book a demo and we’ll tailor the walkthrough to your sector — the governance model, the two-seam integration, and an example close to your systems.