Private AI for financial-services support.

Answer, understand and finish the permitted task

Recognise intent, retrieve the relevant answer and maintain conversation context.

Inputs: Consented live audio, approved knowledge, account context and service-system status.

From observation to completed task

Answer routine questions, create tickets or perform approved service actions, with a clear route to a person.

Draft routine service correspondence using approved material

The supporting records include service guidance, authorised account notes and templates.

Agents verify facts and do not provide unapproved financial advice.

The systems involved

Telephony, speech recognition, voice synthesis and scoped application APIs.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Test accents, interruptions, mistaken actions and handoff quality; disclose the automated agent.