Financial Services

What we deliver

• RAG-grounded conversational agents accurate to your own policy and product
• Customer-facing service agents with risk-aware escalation logic
• Internal-facing copilots for relationship managers and advisors
• Onboarding & KYC documentation assistants
• Multilingual, tone-adaptive interface across every market you serve
• Auditable governance layer, every interaction structured, logged, and traceable

Why financial services is different

Financial services organisations sit on enormous, constantly shifting volumes of regulatory documentation, internal policy, product detail and client-facing process knowledge, all of which carries real consequence when staff or customers get it wrong.

We build AI agents grounded in your own policy, product and regulatory documentation through our proprietary RAG architecture, so every answer is accurate, current and traceable back to a specific source, never generated from general knowledge that no compliance officer could responsibly sign off on.

A genuinely broad range of application

The range of application is genuinely broad.

Customer-facing agents handle account queries, product questions and routine service requests across retail and commercial banking, insurance and wealth management, escalating to a human the moment a conversation requires judgement a machine shouldn't be making alone.

Internal-facing agents give relationship managers, advisors and operational staff instant access to current policy, product terms and procedural detail, cutting the time spent searching internal systems or waiting on a colleague who happens to know the answer.

In onboarding and KYC-adjacent workflows, agents can guide customers and staff through documentation requirements conversationally, reducing drop-off and error without compromising the rigour the process demands.

Multilingual, tone-adaptive, built for sensitive conversations

LIVR agents operate multilingually and adapt tone to the sensitivity of the conversation, since financial conversations are rarely purely transactional.

A customer asking about a declined mortgage application or a delayed claim payout needs to be met with genuine care, not a script; and our emotionally intelligent design is built around exactly that distinction.

The governance layer underneath it

What makes this deployable in a regulated environment is the governance layer underneath it.

Every interaction generates structured, auditable data: what was asked, what was answered, which source grounded the response and where a human took over. That gives risk and compliance teams full visibility and a defensible audit trail, not a black box they're being asked to trust on faith.

For an industry where "the AI made a mistake" is never an acceptable explanation on its own, that level of traceability isn't an add-on feature. It is the baseline standard we build every financial services deployment against, from the first conversation design through to ongoing monitoring once it's live.