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23 Oct 2026, 16:22 UTC · 4 questions · ID 162f457175fa
Who asked
Industry
Financial services
Pages visited (40)
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  37. /Question 1 asked here
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  40. /chat-responseQuestions 2, 3 and 4 asked here
Question 1

“We're a brokerage and wealth management firm.”

Answer
Partly answered

The financial services page covers approval steps, audit history and stories from banks and an insurer. It never mentions brokerages or wealth managers, advisor and client-household workflows, or any customer story from that segment.

Section on the siteStatusTicket
/solutions/financial-servicesKnow every member and client, and keep every message compliantPartly answers it
Name brokerage and wealth management firms on /solutions/financial-services

Ticket

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Name brokerage and wealth management firms on /solutions/financial-services

Who needs it: Brokerage and wealth management firms
Section: /solutions/financial-services › Know every member and client, and keep every message compliant

What is missing:
- The page names banks, credit unions and insurers but not brokerages or wealth management firms.
- Advisors and their client relationships are not mentioned as a use.

Where: Update this section: Add brokerages and wealth managers to the intro line that lists banks, credit unions and insurers.
  Related sections: Built for regulated teams

What to do:
1. Confirm with product and the revenue team that brokerage and wealth management are segments Hourglass serves.
2. Add those firms and their advisor teams to the banner's intro text.

Done when: The /solutions/financial-services banner names brokerage and wealth management firms alongside banks, credit unions and insurers.

From: conversation 162f457175fa, question 1: "We're a brokerage and wealth management firm."
Who needs it: Brokerage and wealth management firms
What is missing
  • The page names banks, credit unions and insurers but not brokerages or wealth management firms.
  • Advisors and their client relationships are not mentioned as a use.
Where
Update this section: Add brokerages and wealth managers to the intro line that lists banks, credit unions and insurers.
Related sections
Built for regulated teams
What to do
  1. Confirm with product and the revenue team that brokerage and wealth management are segments Hourglass serves.
  2. Add those firms and their advisor teams to the banner's intro text.
Done when: The /solutions/financial-services banner names brokerage and wealth management firms alongside banks, credit unions and insurers.
/solutions/financial-servicesBuilt for regulated teamsPartly answers it
Add a wealth and brokerage card to the regulated teams section on /solutions/financial-services

Ticket

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Add a wealth and brokerage card to the regulated teams section on /solutions/financial-services

Who needs it: Brokerage and wealth management firms
Section: /solutions/financial-services › Built for regulated teams

What is missing:
- No description of how advisors would use one record for clients, households and accounts.
- No mention of how review steps and the audit trail apply to advisor communications in brokerage and wealth management.
- Systems these firms run, such as account or portfolio systems, are not mentioned.

Where: Update this section: add a third card beside "Approvals where you need them" and "The service members expect".
  Related sections: How banks, credit unions and insurers grow with Hourglass

What to do:
1. Confirm with product and compliance which advisor workflows, communication reviews and system syncs Hourglass supports for brokerage and wealth firms.
2. Add a card covering advisor client records, reviewed client communications and the systems that sync in.

Done when: /solutions/financial-services has a card describing how brokerage and wealth management teams use Hourglass.

From: conversation 162f457175fa, question 1: "We're a brokerage and wealth management firm."
Who needs it: Brokerage and wealth management firms
What is missing
  • No description of how advisors would use one record for clients, households and accounts.
  • No mention of how review steps and the audit trail apply to advisor communications in brokerage and wealth management.
  • Systems these firms run, such as account or portfolio systems, are not mentioned.
Where
Update this section: add a third card beside "Approvals where you need them" and "The service members expect".
Related sections
How banks, credit unions and insurers grow with Hourglass
What to do
  1. Confirm with product and compliance which advisor workflows, communication reviews and system syncs Hourglass supports for brokerage and wealth firms.
  2. Add a card covering advisor client records, reviewed client communications and the systems that sync in.
Done when: /solutions/financial-services has a card describing how brokerage and wealth management teams use Hourglass.
/solutions/financial-servicesHow banks, credit unions and insurers grow with HourglassMissing here
Add a brokerage or wealth management story to /solutions/financial-services

Ticket

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Add a brokerage or wealth management story to /solutions/financial-services

Who needs it: Brokerage and wealth management firms
Section: /solutions/financial-services › How banks, credit unions and insurers grow with Hourglass

What is missing:
- No customer story from a brokerage or wealth management firm; the stories are two banks and an insurer.

Where: Update this section: add a fourth story beside "Mercantile Bank", "Allica Bank" and "Alacrity Solutions".

What to do:
1. Confirm with customer marketing whether a brokerage or wealth management customer story is available.
2. Add the story with its quote and two results to the slider.

Done when: The financial services stories slider includes a brokerage or wealth management firm.

From: conversation 162f457175fa, question 1: "We're a brokerage and wealth management firm."
Who needs it: Brokerage and wealth management firms
What is missing
  • No customer story from a brokerage or wealth management firm; the stories are two banks and an insurer.
Where
Update this section: add a fourth story beside "Mercantile Bank", "Allica Bank" and "Alacrity Solutions".
What to do
  1. Confirm with customer marketing whether a brokerage or wealth management customer story is available.
  2. Add the story with its quote and two results to the slider.
Done when: The financial services stories slider includes a brokerage or wealth management firm.
Answer full page
Here's how Hourglass fits financial services firms like yours: one record for every client, with approval steps and an audit trail your compliance team can review. You'll also see stories from banks and insurers using it today.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/financial-servicesKnow every member and client, and keep every message compliantPartly answers it
/solutions/financial-servicesBuilt for regulated teamsPartly answers it
/solutions/financial-servicesHow banks, credit unions and insurers grow with HourglassMissing here
Question 2

“Our business wants to use AI on customer data, but compliance keeps saying no. What are other companies doing?”

Answer
Partly answered

/solutions/govern-ai covers the four agent controls, the start-narrow approach and three short stories in which a person approves agent drafts. Neither the stories nor any other section explain how those compliance teams were won over: the objections they raised, the evidence they reviewed or how a pilot became an approval.

Section on the siteStatusTicket
/solutions/govern-aiAI on customer data, with people approvingPartly answers it
Add the compliance approval path to the stories on /solutions/govern-ai

Ticket

Paste this into your ticketing tool.

Add the compliance approval path to the stories on /solutions/govern-ai

Who needs it: Compliance, risk and IT leaders in regulated firms
Section: /solutions/govern-ai › AI on customer data, with people approving

What is missing:
- None of the three stories says what the compliance team objected to before approving agents.
- No story says which controls or evidence led compliance to sign off.
- No story says how long it took to go from a narrow pilot to wider agent use.

Where: Update this section: add a short compliance-approval detail to each of the "Alacrity Solutions", "Mercantile Bank" and "Panoramic Doors" cards, beside their existing results.
  Related sections: Agents that earn trust over time

What to do:
1. Confirm with customer marketing which compliance details each featured customer has agreed to share.
2. Add to each story the concern compliance raised, the control that addressed it and the time from pilot to approval.

Done when: Each story on /solutions/govern-ai says what compliance worried about and what led it to approve the agents.

From: conversation 162f457175fa, question 2: "Our business wants to use AI on customer data, but compliance keeps saying no. What are other companies doing?"
Who needs it: Compliance, risk and IT leaders in regulated firms
What is missing
  • None of the three stories says what the compliance team objected to before approving agents.
  • No story says which controls or evidence led compliance to sign off.
  • No story says how long it took to go from a narrow pilot to wider agent use.
Where
Update this section: add a short compliance-approval detail to each of the "Alacrity Solutions", "Mercantile Bank" and "Panoramic Doors" cards, beside their existing results.
Related sections
Agents that earn trust over time
What to do
  1. Confirm with customer marketing which compliance details each featured customer has agreed to share.
  2. Add to each story the concern compliance raised, the control that addressed it and the time from pilot to approval.
Done when: Each story on /solutions/govern-ai says what compliance worried about and what led it to approve the agents.
/solutions/govern-aiAgents that earn trust over timePartly answers it
Add a section on getting compliance sign-off to /solutions/govern-ai

Ticket

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Add a section on getting compliance sign-off to /solutions/govern-ai

Who needs it: Compliance, risk and IT leaders in regulated firms
Section: /solutions/govern-ai › Agents that earn trust over time

What is missing:
- The common compliance objections to AI on customer data are not listed.
- There is no description of what to bring to a compliance review, such as activity log exports or approval rules.
- There is no outline of a pilot scope a compliance team could approve first.

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 · AI on customer data, with people approving · Security and control, built into every hub
  Main topics: common compliance objections · the control that answers each · a first pilot scope compliance can approve · evidence for reviewers from the activity log and approval history · widening agent scope after review

What to do:
1. Confirm with product and compliance which objections customers raise most and which controls address them.
2. Add the section with each objection paired with its control and the evidence reviewers can export.
3. Link the section from the financial services regulated teams section.

Done when: /solutions/govern-ai has a section listing common compliance objections, the control for each and what to show reviewers.

From: conversation 162f457175fa, question 2: "Our business wants to use AI on customer data, but compliance keeps saying no. What are other companies doing?"
Who needs it: Compliance, risk and IT leaders in regulated firms
What is missing
  • The common compliance objections to AI on customer data are not listed.
  • There is no description of what to bring to a compliance review, such as activity log exports or approval rules.
  • There is no outline of a pilot scope a compliance team could approve first.
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 · AI on customer data, with people approving · Security and control, built into every hub
Main topics
common compliance objections · the control that answers each · a first pilot scope compliance can approve · evidence for reviewers from the activity log and approval history · widening agent scope after review
What to do
  1. Confirm with product and compliance which objections customers raise most and which controls address them.
  2. Add the section with each objection paired with its control and the evidence reviewers can export.
  3. Link the section from the financial services regulated teams section.
Done when: /solutions/govern-ai has a section listing common compliance objections, the control for each and what to show reviewers.
Answer full page
Here's how teams get compliance comfortable with AI on customer data. Alacrity Solutions, Mercantile Bank and Panoramic Doors each started narrow: agents draft from the customer record, and a person approves what goes out. You'll also see the four controls your compliance team can set in Agent Hub, plus the security and audit features they'll ask about first.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/govern-aiFour controls for every agentAnswers it
/solutions/financial-servicesBuilt for regulated teamsAnswers it
/securitySecurity and control, built into every hubAnswers it
/solutions/govern-aiAI on customer data, with people approvingPartly answers it
/solutions/govern-aiAgents that earn trust over timePartly answers it
Question 3

“I am a CIO”

Answer
Partly answered

The site covers the agent controls (permissions, approval, activity log, pause) and the security cards: SSO, audit history, encryption and data region choice. It never names any compliance certification or the financial regulations a brokerage CIO must meet, and the regulated-teams section doesn't point IT leaders to either.

Section on the siteStatusTicket
/securitySecurity and control, built into every hubPartly answers it
Add a certifications and regulations section to /security

Ticket

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Add a certifications and regulations section to /security

Who needs it: CIOs and IT or security reviewers checking a vendor
Section: /security › Security and control, built into every hub

What is missing:
- No compliance certification or audit report is named anywhere on the page.
- No financial-services regulations or record-keeping obligations are mentioned.
- There is no way described to request security or audit documentation.

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 · Independent audit reports and how to request them · Financial-services regulations supported · Record retention for regulated communications · Security review documentation

What to do:
1. Confirm with the security and compliance teams which certifications Hourglass holds and which financial regulations it supports.
2. Add the new section listing each certification and regulation with how to request its report.
3. Link the section from the Encryption and Audit history cards.

Done when: /security names each certification and supported regulation, and how to request its report.

From: conversation 162f457175fa, question 3: "I am a CIO"
Who needs it: CIOs and IT or security reviewers checking a vendor
What is missing
  • No compliance certification or audit report is named anywhere on the page.
  • No financial-services regulations or record-keeping obligations are mentioned.
  • There is no way described to request security or audit documentation.
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 · Independent audit reports and how to request them · Financial-services regulations supported · Record retention for regulated communications · Security review documentation
What to do
  1. Confirm with the security and compliance teams which certifications Hourglass holds and which financial regulations it supports.
  2. Add the new section listing each certification and regulation with how to request its report.
  3. Link the section from the Encryption and Audit history cards.
Done when: /security names each certification and supported regulation, and how to request its report.
/solutions/financial-servicesBuilt for regulated teamsPartly answers it
Add certification and regulatory detail to the regulated teams section on /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add certification and regulatory detail to the regulated teams section on /solutions/financial-services

Who needs it: Financial services (banks, credit unions and insurers)
Section: /solutions/financial-services › Built for regulated teams

What is missing:
- The section never names the certifications or regulations an IT leader at a regulated firm checks first.
- There is no link from the regulated teams section to the security page's controls and documentation.

Where: Update this section: add a line under "Approvals where you need them" beside "Ready when your auditors ask".
  Related sections: Security and control, built into every hub

What to do:
1. Confirm with compliance which regulations apply to brokerage, wealth and banking customers.
2. Add the regulations and a link to the new /security section under the approvals card.

Done when: /solutions/financial-services names the supported regulations and links to the certifications on /security.
Depends on: Add a certifications and regulations section to /security

From: conversation 162f457175fa, question 3: "I am a CIO"
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
  • The section never names the certifications or regulations an IT leader at a regulated firm checks first.
  • There is no link from the regulated teams section to the security page's controls and documentation.
Where
Update this section: add a line under "Approvals where you need them" beside "Ready when your auditors ask".
Related sections
Security and control, built into every hub
What to do
  1. Confirm with compliance which regulations apply to brokerage, wealth and banking customers.
  2. Add the regulations and a link to the new /security section under the approvals card.
Done when: /solutions/financial-services names the supported regulations and links to the certifications on /security.
Depends on: “Add a certifications and regulations section to /security”
Answer full page
As CIO, you'll want control and risk covered first, so this page leads with the controls your compliance team can set and check. It shows how to limit what each agent can read, require approval, review every action and pause any agent, alongside the security features like audit history, single sign-on and data region choice. Alacrity Solutions, Mercantile Bank and Panoramic Doors show how teams started narrow, and you can bring your data model to see how it maps.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/govern-aiFour controls for every agentAnswers it
/solutions/govern-aiAgents that earn trust over timeAnswers it
/solutions/govern-aiAI on customer data, with people approvingAnswers it
/securitySecurity and control, built into every hubPartly answers it
/solutions/financial-servicesBuilt for regulated teamsPartly answers it
Question 4

“Our sales and marketing data sits in different systems. How do others get one view without ripping everything out?”

Answer
Answered well

The unify-customer-data page covers keeping existing systems and syncing them into one record. It includes a four-step playbook and stories from MVC Group, Arduino and Mercantile Bank. /platform adds the two-way syncs, custom objects and permissions behind it.

Answer full page
This page shows how to get one view of each customer while keeping the systems you already run. MVC Group, Arduino and Mercantile Bank synced their existing systems into one customer record, and the four-step playbook shows how: connect your sources, match and merge, model what matters and control who sees what. It closes with an invitation to bring your data model and see how it maps.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/unify-customer-dataOne record for each customer, built from every system you runAnswers it
/solutions/unify-customer-dataFour steps to one trusted customer recordAnswers it
/solutions/unify-customer-dataWhat one record changesAnswers it
/solutions/unify-customer-dataOne view of every customer, without starting overAnswers it
/platformYour data, connected and under controlAnswers it

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 23 Oct 2026.