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1 · From Hourglass for financial services (opens in a new tab)

Hourglass for financial services

Campaigns that reach the right members, with compliance in the loop

Plan offers by product and life event, and let your compliance team approve every message before it goes out.

Get a demoSee customer stories
A credit union member's record: four products, $86K in balances and a mortgage pre-approval under way, beside a rate change notice waiting for compliance approval.
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Agents that plan with you, not for you

Start from a goal. The agents draft the plan, the audience and the content, and your team edits and approves.

Explore Agent Hub

Campaign Agent

Plans a campaign from a goal, an audience and past results.

Learn more about the Campaign Agent
AI agent card with a prompt grounded in your CRM data, and Content Agent, Prospecting Agent and Data Agent actions.
3 · From Hourglass for financial services (opens in a new tab)

Financial services

Built for regulated teams

Hourglass gives relationship, marketing and service teams room to move, with the controls your compliance team asks for.

A compliance review queue: campaigns and outreach waiting for approval, replies about money sent to a person, and every decision logged.

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
Learn more about security and control
A member questions card: six months of questions answered from approved content and passed to a person.

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
Learn more about the Customer Agent
4 · On 2 site pages, such as Agent Hub (opens in a new tab)

How every agent works

Agents that ask. People who decide.

Every Hourglass agent works inside the permissions you set. You choose what it can read, what it can do alone and what needs a person.

See security and control

  1. Set what it can read

    Pick the objects and fields each agent may use, team by team.

  2. Choose what needs approval

    Sends, changes and anything sensitive wait for a person to approve them.

  3. Review every action

    The activity log shows what each agent did and the data it used, with a pause switch.

Agent settings for the Prospecting Agent: research allowed, drafts allowed and every send waiting for a person's approval, with a Pause agent button.