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21 Oct 2026, 10:36 UTC · 1 question · ID 7f7b6797c4c6
Who asked
Industry
Manufacturing
Pages visited (18)
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  18. /Question 1 asked here
Question 1

“Can I know about agents in Banking”

Answer
Partly answered

The financial services page shows the Customer Agent answering from approved content, approval steps and an audit trail, with bank, credit union and insurer stories using the Customer and Data Agents. No section sets out what the Prospecting and Campaign Agents do for banking teams, and Agent Hub has no banking example.

Section on the siteStatusTicket
/solutions/financial-servicesBuilt for regulated teamsPartly answers it
Add banking uses of each agent to /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add banking uses of each agent 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:
- The Prospecting Agent's role for relationship managers or commercial banking is not described.
- The Campaign Agent's role in compliant member and client campaigns is not described.
- The Data Agent's banking uses appear only inside a quote, not as a described capability.

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 · Agents that work alongside every team

What to do:
1. Confirm with product which banking tasks each of the four agents supports and which approvals apply to them.
2. Add a card naming each agent with one banking task it handles and the review step that applies.

Done when: /solutions/financial-services names what the Prospecting, Campaign, Data and Customer Agents each do for a bank, with the approval each needs.

From: conversation 7f7b6797c4c6, question 1: "Can I know about agents in Banking"
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
  • The Prospecting Agent's role for relationship managers or commercial banking is not described.
  • The Campaign Agent's role in compliant member and client campaigns is not described.
  • The Data Agent's banking uses appear only inside a quote, not as a described capability.
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 · Agents that work alongside every team
What to do
  1. Confirm with product which banking tasks each of the four agents supports and which approvals apply to them.
  2. Add a card naming each agent with one banking task it handles and the review step that applies.
Done when: /solutions/financial-services names what the Prospecting, Campaign, Data and Customer Agents each do for a bank, with the approval each needs.
/products/agentsReach accounts while they’re still in the productMissing here
Add a banking agent story to /products/agents

Ticket

Paste this into your ticketing tool.

Add a banking agent story to /products/agents

Who needs it: Financial services (banks, credit unions and insurers)
Section: /products/agents › Reach accounts while they’re still in the product

What is missing:
- The only agent customer story on Agent Hub is from a software company; no bank or credit union example of agents at work is shown.

Where: Update this section: add a banking customer card beside "Arduino".
  Related sections: How banks, credit unions and insurers grow with Hourglass

What to do:
1. Confirm with the customer marketing team which banking story can be shown with agent results.
2. Add the card with the agent used, the approval step and its results, linking to /solutions/financial-services.

Done when: /products/agents shows a bank or credit union story describing an agent at work and its results.
Depends on: Add banking uses of each agent to /solutions/financial-services

From: conversation 7f7b6797c4c6, question 1: "Can I know about agents in Banking"
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
  • The only agent customer story on Agent Hub is from a software company; no bank or credit union example of agents at work is shown.
Where
Update this section: add a banking customer card beside "Arduino".
Related sections
How banks, credit unions and insurers grow with Hourglass
What to do
  1. Confirm with the customer marketing team which banking story can be shown with agent results.
  2. Add the card with the agent used, the approval step and its results, linking to /solutions/financial-services.
Done when: /products/agents shows a bank or credit union story describing an agent at work and its results.
Depends on: “Add banking uses of each agent to /solutions/financial-services”
Answer full page
Here is how Hourglass agents work for banks, credit unions and insurers, with the approvals and audit trail regulated teams need. You'll see the agents at work alongside people and how Hourglass fits financial services. Every agent works inside the permissions you set, and your people decide what goes out.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/financial-servicesKnow every member and client, and keep every message compliantAnswers it
/solutions/financial-servicesAgents that work alongside every teamAnswers it
/solutions/financial-servicesHow banks, credit unions and insurers grow with HourglassAnswers it
/products/agentsAgents that ask. People who decide.Answers it
/Allica Bank (card)Answers it
/solutions/financial-servicesBuilt for regulated teamsPartly answers it
/products/agentsReach accounts while they’re still in the productMissing here

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.