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23 Oct 2026, 16:11 UTC · 4 questions · ID 57b1ca77b239
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  37. /Question 1 asked here
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  40. /chat-responseQuestions 2, 3 and 4 asked here
Question 1

“I want to use a marketing automation agent? that focuses on ABM what should i consider?”

Answer
Partly answered

The account-based marketing playbook and the Campaign Agent's drafting and approval steps are covered. The site never says whether the Campaign Agent works at account level (target account lists, buying groups, account-specific ads and pages). The ABM page doesn't explain which agent does what in an ABM programme.

Section on the siteStatusTicket
/products/campaign-agentWhat the Campaign Agent can doPartly answers it
Add account-based capabilities to the Campaign Agent features on /products/campaign-agent

Ticket

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Add account-based capabilities to the Campaign Agent features on /products/campaign-agent

Who needs it: Marketing teams running account-based programmes
Section: /products/campaign-agent › What the Campaign Agent can do

What is missing:
- No mention of whether the Campaign Agent can plan campaigns for a target account list.
- No mention of whether it targets the buying group inside an account.
- No mention of whether it drafts account-specific ads or pages.

Where: Update this section: add a card beside "Audience segments" and "Campaign plans" covering account-level campaigns.
  Related sections: Four steps to land a target account

What to do:
1. Confirm with product which account-based tasks the Campaign Agent supports, such as target account lists, buying groups and account-specific ads and pages.
2. Add a card describing the confirmed account-level capabilities, linking to /solutions/account-based-marketing.

Done when: /products/campaign-agent states which account-based marketing tasks the Campaign Agent can do.

From: conversation 57b1ca77b239, question 1: "I want to use a marketing automation agent? that focuses on ABM what should i consider?"
Who needs it: Marketing teams running account-based programmes
What is missing
  • No mention of whether the Campaign Agent can plan campaigns for a target account list.
  • No mention of whether it targets the buying group inside an account.
  • No mention of whether it drafts account-specific ads or pages.
Where
Update this section: add a card beside "Audience segments" and "Campaign plans" covering account-level campaigns.
Related sections
Four steps to land a target account
What to do
  1. Confirm with product which account-based tasks the Campaign Agent supports, such as target account lists, buying groups and account-specific ads and pages.
  2. Add a card describing the confirmed account-level capabilities, linking to /solutions/account-based-marketing.
Done when: /products/campaign-agent states which account-based marketing tasks the Campaign Agent can do.
Answer full page
For account-based marketing, start by choosing your target accounts together with sales, map each buying group, then reach them across ads, email and outreach from one plan. This page shows that playbook, how the Campaign Agent drafts plans and segments while your team approves every send, and why it works better on one shared record.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/account-based-marketingFour steps to land a target accountAnswers it
/solutions/account-based-marketingWhy account-based work goes better on one platformAnswers it
/products/marketingAn agent that drafts. A team that decides.Answers it
/products/campaign-agentWhat the Campaign Agent can doPartly answers it
Question 2

“I am in banking, a CFO”

Answer
Partly answered

The site covers the account-based marketing playbook, the Campaign Agent's drafts with approval, and the approval steps, audit trail and bank stories on the financial services page. Nothing speaks to a bank CFO: there is no cost, payback or revenue outcome for account-based work, and the bank stories report activity metrics rather than financial results.

Section on the siteStatusTicket
/solutions/financial-servicesAllica Bank (card)Partly answers it
Add a financial result to the Allica Bank story on /solutions/financial-services

Ticket

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Add a financial result to the Allica Bank story on /solutions/financial-services

Who needs it: Bank CFOs and finance leaders
Section: /solutions/financial-services › Allica Bank (card)

What is missing:
- The Allica Bank story reports cross-sell conversations and time to go live, but no revenue, cost or payback result.
- No bank story shows results from account-based campaigns.

Where: Update this section: add a financial metric beside "27% more cross-sell conversations per relationship manager" and "6 weeks from kickoff to the first team live" on the Allica Bank card.
  Related sections: Four steps to land a target account

What to do:
1. Confirm with the customer marketing team which revenue or cost outcome the Allica Bank story can show.
2. Add the metric to the card and link the card to the account-based marketing page.

Done when: The Allica Bank card on /solutions/financial-services shows a revenue, cost or payback figure.

From: conversation 57b1ca77b239, question 2: "I am in banking, a CFO"
Who needs it: Bank CFOs and finance leaders
What is missing
  • The Allica Bank story reports cross-sell conversations and time to go live, but no revenue, cost or payback result.
  • No bank story shows results from account-based campaigns.
Where
Update this section: add a financial metric beside "27% more cross-sell conversations per relationship manager" and "6 weeks from kickoff to the first team live" on the Allica Bank card.
Related sections
Four steps to land a target account
What to do
  1. Confirm with the customer marketing team which revenue or cost outcome the Allica Bank story can show.
  2. Add the metric to the card and link the card to the account-based marketing page.
Done when: The Allica Bank card on /solutions/financial-services shows a revenue, cost or payback figure.
Answer full page
For a banking CFO, this page keeps the account-based playbook and adds the approval steps and audit trail regulated teams rely on, with every Campaign Agent draft waiting for your team's sign-off. You'll also see stories from Mercantile Bank, Allica Bank and Alacrity Solutions. It closes with an offer to build the business case for one platform with you.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/account-based-marketingFour steps to land a target accountAnswers it
/solutions/financial-servicesBuilt for regulated teamsAnswers it
/products/marketingAn agent that drafts. A team that decides.Answers it
/solutions/financial-servicesAllica Bank (card)Partly answers it
Question 3

“I am a CIO”

Answer
Partly answered

Agent permissions, approvals, activity logs, pause switches, SSO, encryption and regulated-team approval steps are covered, as is the account-based playbook. The site never names the security certifications or banking regulations Hourglass meets, and never says whether it syncs with core banking systems.

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

Ticket

Paste this into your ticketing tool.

Add a certifications and compliance 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 security certifications or audit reports are named.
- No way to request a compliance report is given.

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 report requests · Regulations supported · Review cadence

What to do:
1. Confirm with the security and compliance teams which certifications and attestations Hourglass holds and how customers request reports.
2. Add the new section listing each certification with a report request route.
3. Link the section from the Legal page's Security card.

Done when: /security names each certification Hourglass holds and how to request its report.

From: conversation 57b1ca77b239, question 3: "I am a CIO"
Who needs it: CIOs and IT or security reviewers checking a vendor
What is missing
  • No security certifications or audit reports are named.
  • No way to request a compliance report is given.
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 report requests · Regulations supported · Review cadence
What to do
  1. Confirm with the security and compliance teams which certifications and attestations Hourglass holds and how customers request reports.
  2. Add the new section listing each certification with a report request route.
  3. Link the section from the Legal page's Security card.
Done when: /security names each certification Hourglass holds and how to request its report.
/solutions/financial-servicesBuilt for regulated teamsPartly answers it
Add banking security and regulation coverage to /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add banking security and regulation coverage to /solutions/financial-services

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

What is missing:
- No security certifications relevant to banks are mentioned.
- No banking regulations the platform supports are named.

Where: Update this section: add a third card beside "Approvals where you need them" and "The service members expect".

What to do:
1. Confirm with compliance which banking regulations and certifications apply.
2. Add a card summarising them, linking to the certifications section on /security.

Done when: /solutions/financial-services names the certifications and banking regulations Hourglass supports, with a link to /security.
Depends on: Add a certifications and compliance section to /security

From: conversation 57b1ca77b239, question 3: "I am a CIO"
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
  • No security certifications relevant to banks are mentioned.
  • No banking regulations the platform supports are named.
Where
Update this section: add a third card beside "Approvals where you need them" and "The service members expect".
What to do
  1. Confirm with compliance which banking regulations and certifications apply.
  2. Add a card summarising them, linking to the certifications section on /security.
Done when: /solutions/financial-services names the certifications and banking regulations Hourglass supports, with a link to /security.
Depends on: “Add a certifications and compliance section to /security”
/products/dataTwo-way syncs, without custom code (card)Partly answers it
Name supported core banking systems on /products/data

Ticket

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Name supported core banking systems on /products/data

Who needs it: Financial services (banks, credit unions and insurers)
Section: /products/data › Two-way syncs, without custom code (card)

What is missing:
- Whether ready-made syncs exist for core banking systems is not stated.

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".

What to do:
1. Confirm with engineering which core banking and account systems have ready-made syncs.
2. Add a line naming them, or the integration route where none exists.

Done when: /products/data states which core banking systems Hourglass syncs with.

From: conversation 57b1ca77b239, question 3: "I am a CIO"
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
  • Whether ready-made syncs exist for core banking systems is not stated.
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".
What to do
  1. Confirm with engineering which core banking and account systems have ready-made syncs.
  2. Add a line naming them, or the integration route where none exists.
Done when: /products/data states which core banking systems Hourglass syncs with.
Answer full page
For a banking CIO, this page keeps the account-based playbook and adds what matters for control and risk: the four controls for every agent, the security features IT teams ask for first, and the approval steps regulated teams rely on. You'll also see how Mercantile Bank, Allica Bank and Alacrity Solutions work on Hourglass. It closes with an offer to walk through how your data model maps.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/govern-aiFour controls for every agentAnswers it
/solutions/account-based-marketingFour steps to land a target accountAnswers it
/products/marketingAn agent that drafts. A team that decides.Answers it
/securitySecurity and control, built into every hubPartly answers it
/solutions/financial-servicesBuilt for regulated teamsPartly answers it
/products/dataTwo-way syncs, without custom code (card)Partly answers it
Question 4

“What is everyone doing with AI agents right now with your products & services? customers, case studies”

Answer
Partly answered

Short agent stories exist: Alacrity Solutions, Mercantile Bank and Panoramic Doors on /solutions/govern-ai, the bank stories on /solutions/financial-services and Arduino on /products/agents. /customers doesn't gather the agent stories, Agent Hub shows only one Data Agent story, and no story goes beyond a quote and two figures into a full case study.

Section on the siteStatusTicket
/customersRemarkable results, in every industryPartly answers it
Show how customers use AI agents on /customers

Ticket

Paste this into your ticketing tool.

Show how customers use AI agents on /customers

Section: /customers › Remarkable results, in every industry

What is missing:
- /customers shows only three stories and doesn't bring together the stories about agent use, such as Alacrity Solutions, Mercantile Bank, Panoramic Doors, Arduino and Threekit.
- No story says which agent a customer uses or for which team.
- No story goes beyond a quote and two figures into a full case study covering the starting point, the rollout and the approvals set up.

Where: Update this section: add agent stories beside "Allica Bank", "KeepCup" and "Suzuki", and add a marker on each story naming the agent used.
  Related sections: AI on customer data, with people approving · How banks, credit unions and insurers grow with Hourglass

What to do:
1. Collect the existing agent stories from the industry and solution pages, and add them to the slider on /customers.
2. Label each story with the agent and the team that uses it.
3. Confirm with the customer marketing team which stories can become full case studies, and link each story to its case study.

Done when: /customers shows agent stories that each name the agent and team involved, with a link to a full case study.

From: conversation 57b1ca77b239, question 4: "What is everyone doing with AI agents right now with your products & services? customers, case studies"
What is missing
  • /customers shows only three stories and doesn't bring together the stories about agent use, such as Alacrity Solutions, Mercantile Bank, Panoramic Doors, Arduino and Threekit.
  • No story says which agent a customer uses or for which team.
  • No story goes beyond a quote and two figures into a full case study covering the starting point, the rollout and the approvals set up.
Where
Update this section: add agent stories beside "Allica Bank", "KeepCup" and "Suzuki", and add a marker on each story naming the agent used.
Related sections
AI on customer data, with people approving · How banks, credit unions and insurers grow with Hourglass
What to do
  1. Collect the existing agent stories from the industry and solution pages, and add them to the slider on /customers.
  2. Label each story with the agent and the team that uses it.
  3. Confirm with the customer marketing team which stories can become full case studies, and link each story to its case study.
Done when: /customers shows agent stories that each name the agent and team involved, with a link to a full case study.
/products/agentsArduino (card)Partly answers it
Add stories for each agent to /products/agents

Ticket

Paste this into your ticketing tool.

Add stories for each agent to /products/agents

Section: /products/agents › Arduino (card)

What is missing:
- Agent Hub shows only one story, Arduino's use of the Data Agent.
- No story on the page shows the Customer, Prospecting or Campaign Agent in use.

Where: Update this section: add cards beside "Arduino" for the Customer, Prospecting and Campaign Agents.
  Related sections: AI on customer data, with people approving · Everything you need to run agents responsibly

What to do:
1. Pick an existing story for each agent, such as Mercantile Bank for the Customer Agent and KeepCup for the Campaign Agent.
2. Confirm with customer marketing whether a Prospecting Agent story exists, and add the stories to the section.

Done when: /products/agents shows at least one customer story for each of the four agents.

From: conversation 57b1ca77b239, question 4: "What is everyone doing with AI agents right now with your products & services? customers, case studies"
What is missing
  • Agent Hub shows only one story, Arduino's use of the Data Agent.
  • No story on the page shows the Customer, Prospecting or Campaign Agent in use.
Where
Update this section: add cards beside "Arduino" for the Customer, Prospecting and Campaign Agents.
Related sections
AI on customer data, with people approving · Everything you need to run agents responsibly
What to do
  1. Pick an existing story for each agent, such as Mercantile Bank for the Customer Agent and KeepCup for the Campaign Agent.
  2. Confirm with customer marketing whether a Prospecting Agent story exists, and add the stories to the section.
Done when: /products/agents shows at least one customer story for each of the four agents.
Answer full page
Here are customers putting AI agents to work on customer data with people approving, led by Alacrity Solutions, Mercantile Bank and Panoramic Doors. Each started narrow, with agents drafting from the customer record and a person approving what goes out. For your banking context, the page adds stories from Mercantile Bank, Allica Bank and Alacrity Solutions, plus the agent controls and security features a CIO will want to check.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/govern-aiAI on customer data, with people approvingAnswers it
/solutions/financial-servicesHow banks, credit unions and insurers grow with HourglassAnswers it
/customersRemarkable results, in every industryPartly answers it
/products/agentsArduino (card)Partly answers 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.