Member data your auditors can follow

Single sign-on, field-level permissions, approval steps and a full history of every change, connected to your core banking systems.

Financial services

Built for regulated teams

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

Add review steps to campaigns, outreach and agent replies, and keep a full history of who approved what and when.

Answer routine questions from approved content in chat and email, and pass anything about money or accounts to a person.

Security and control

The controls your IT, security and compliance teams ask for first.

Field-level permissions
Decide who can see and edit each field, by role and team.
Audit history
Every change and agent action, with who did it and when.
Approval steps
Require a person’s sign-off before agents send or change anything you choose.
Single sign-on
Sign in with SAML or OpenID Connect, provision users with SCIM, and require two-step login.
Data region choice
Choose where your customer data is stored.
Encryption
Data encrypted in transit and at rest.