23 Oct 2026, 11:53 UTC · 3 questions · ID 0f2012595209
Who asked
Industry
Financial services
Pages visited (17)
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/Questions 1 and 2 asked here
/chat-responseQuestion 3 asked here
Question 1
“We're a brokerage and wealth management firm. I am CIO”
Answer
Partly answered
The financial services page covers approval steps, an audit trail and agents for banks, credit unions and insurers, and /security lists SSO, encryption and data region choice. Nothing addresses brokerage or wealth management firms, there are no customer stories from them, and no compliance certifications are named for an IT review.
Add a compliance certifications section to /security
Who needs it: CTOs and IT or security reviewers checking a vendor
What is missing
No compliance certifications or audit reports are named.
No explanation of how a reviewer requests security documentation.
Financial services regulations Hourglass supports are not mentioned.
Where
New section on /security, placed after "Security and control, built into every hub".
Related sections
Security and control, built into every hub · Agents that ask. People who decide.
Main topics
certifications held · audit reports and how to request them · financial services regulations supported · security review documentation
What to do
Confirm with the security and compliance teams which certifications Hourglass holds and which reports can be shared.
Add the section listing each certification and the request route for its report.
Link to the new section from the financial services page.
Done when: /security names each certification and how to request its report.
Answer full page
Here is how Hourglass fits a regulated financial firm, seen through an IT lens. It covers bringing client accounts, conversations and campaigns onto one record with approval steps and an audit trail, the security controls your team will ask about first, and agents that work inside the permissions you set.
“Our business wants to use AI on customer data, but compliance keeps saying no. What are other companies doing?”
Answer
Partly answered
The site covers the controls that let agents work on customer data under oversight, and illustrative bank and insurer stories show compliance signing off agent-drafted messages. Nothing describes how companies won their compliance team's approval to use AI on customer data, and the Run AI agents safely page has no customer stories about it.
Add stories of compliance teams approving AI agents to /solutions/govern-ai
Who needs it: Regulated firms whose compliance teams review AI use (this visitor: CIO at a brokerage and wealth management firm)
What is missing
No customer story describes how a compliance team was brought to approve AI on customer data.
No story shows which controls a regulated customer started with and how it widened agent permissions over time.
The stories on this page are about cross-sell, campaigns and quotes, not AI governance.
Where
New section on /solutions/govern-ai, placed after "Agents that earn trust over time".
Related sections
Four controls for every agent · Agents that earn trust over time · How banks, credit unions and insurers grow with Hourglass
Main topics
Compliance objections raised before rollout · Controls agreed with compliance · First narrow use case · How permissions widened over time · Audit log use in compliance reviews · Outcome figures
What to do
Confirm with customer marketing which customers can describe their compliance review of agents, and in which regulated industries.
Add story cards covering the starting controls, the review process and results, with financial services first.
Link the section to the financial services page and to the security page.
Done when: /solutions/govern-ai shows customer stories that explain how a compliance team approved agents on customer data and which controls it required.
Answer full page
This page shows how banks, credit unions and insurers such as Mercantile Bank, Allica Bank and Alacrity Solutions use Hourglass, in illustrative stories. It also covers the controls that tend to win compliance over: you decide what each agent can read and do, require approval where it matters, review every action and pause any agent.
“Our sales and marketing data sits in different systems. How do others get one view without ripping everything out?”
Answer
Partly answered
The site explains building one customer record from existing systems with two-way syncs, without custom code or ripping systems out. It never shows a customer, financial or otherwise, that kept its sales and marketing systems and synced them, and never names which of those systems Data Hub connects to.
Name the sales and marketing systems Data Hub syncs with on /products/data
Who needs it: CTOs and IT or data teams planning integrations
What is missing
Ready-made syncs are listed only for warehouses, ERPs and billing tools; sales and marketing systems such as existing CRMs or email tools are not named.
The site never says which existing sales and marketing systems can stay in place alongside Hourglass.
Where
Update this section: add a line to the "Two-way syncs, without custom code" card after "Ready-made syncs for warehouses, ERPs and billing".
Related sections
The tools in Data Hub
What to do
Confirm with product and engineering which sales and marketing systems have ready-made two-way syncs.
Add those system types or names to the card and link to the app marketplace.
Done when: /products/data names the sales and marketing systems Data Hub can sync with.
Answer full page
This page shows how teams build one customer record from the systems they already run. Data Hub syncs those systems both ways without custom code, so nothing has to be ripped out. It keeps the banks, credit unions and insurers stories so you can see how regulated firms like yours work this way.