Watch an AI agent complete an I&E call

From disclosure to a completed Standard Financial Statement, with vulnerability flagged and complex cases passed to your people.

Play the 8 minute call

8 minute recorded demo. Not live with customers.

Recorded demo. Names and lender are fictional. Speech is shown on screen, so it works with sound off.

In the demo call

Selected client engagements

AWS Advanced Partner | Amazon Connect Delivery Partner

What to watch for

What your compliance team will check

Select a time to jump to that point in the call.

This is a scripted demo on a fictional account. In a live deployment, the firm's own QA and compliance team would review real calls against its policies before anything went further.

  • DisclosureSays it is automated and offers a person.
  • No pressureNo payment is asked for during the I&E.
  • VulnerabilityAsks permission to note her stress in her words, then offers to pause or pass her to a person.
  • IncomePending Universal Credit is not counted as income.
  • AccuracySarah is unsure about food, saying ‘500? Maybe 550’, so Ada records £550 to avoid understating the budget.
  • OutcomeSFS complete: £432 a month before debt repayments. No payment is set on the call. A person reviews it under the lender's policy.
Your view

Would an agent like this be useful on your I&E calls?

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Would an agent like this be useful on your I&E calls?
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Arkadas reads every answer. No: that is the end of it.

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