AI commerce for financial services, live in production.
A customer screens funds inside Claude and gets answers with sources, not opinions. Compliance guardrails gate every reply, and existing clients ask about their own accounts in the same thread.
Regulated answers for investors
A customer screens funds inside Claude and gets answers with sources, not opinions. Compliance guardrails gate every reply, and existing clients ask about their own accounts in the same thread.
BUILT FOR A REGULATED MARKET
FUND AGENT · IN CLAUDEILLUSTRATIVE
Low-fee bond funds with a track record of 3+ years?
Four match. The lowest expense ratio is 0.29%. Want the fact sheets, or a side-by-side of all four?
SERVICE · EXISTING CLIENT
What did I pay in fees last quarter?
$184 across two funds. The breakdown is on its way to your inbox.
- SELLFund search and screening in Claude and ChatGPT
- GATEDEvery reply passes policy guardrails before it ships
- SERVEAccount and fee questions answered with a full audit trail