Hourglass for financial services
Fee income and renewals you can see coming
Financial services
Built for regulated teams
Hourglass gives relationship, marketing and service teams room to move, with the controls your compliance team asks for.
Approvals where you need them
Add review steps to campaigns, outreach and agent replies, and keep a full history of who approved what and when.
- Review steps for campaigns, outreach and replies
- Every decision logged with who and when
- Ready when your auditors ask
The service members expect
Answer routine questions from approved content in chat and email, and pass anything about money or accounts to a person.
- Answers from approved content only
- Money and account questions go to people
- Chat and email in one queue
What’s included
What the Campaign Agent can do
Campaign plans
A goal, audience, channels and timeline, drafted in one pass.
Audience segments
Segments built from what customers actually do.
Email and page drafts
First drafts in your brand’s voice.
Approval steps
Routes each piece to the right reviewer before it goes live.
Results summaries
Explains what worked after every send.
Brand guardrails
Uses your approved words, images and tone.
The onboarding playbookHand over without losing context
Sales notes and goals carry over to onboarding. Kickoff tasks created on their own.
Share a clear plan
A checklist in the customer portal. Owners and dates for every step.
Guide with timely messages
Emails triggered by what each customer has done. Help articles at the right step.
Measure time to value
See which customers are on track. Spot the steps where people stall.
