Financial Services

Serve with clarity. Lead with confidence.

Your team reviews a 3% sample by hand. Intryc scores 100% of regulated conversations against the rules you're actually examined on, so disclosure gaps and UDAAP risk surface before an auditor finds them.

20260712_ticket_43935

Title
Loan application status update
Assignee
Jill Rhodes (jill.rhodes@intryc.com)
Priority
priority
Group
CX - Payments
Tags
Security

20260712_ticket_31948

Title
International wire transfer problem
Assignee
Bo Wagner (bo.wagner@intryc.com)
Priority
priority
Group
CX - Payments
Tags
QAneededReport an issue

20260712_ticket_43935

Title
Account locked after failed login attempts
Assignee
Katie Laura (katie.laura@intryc.com)
Priority
priority
Group
CX - Payments
Tags
Account Verification Inquiry

Confidence that comes with real impact

Results 2 months after a growing financial services company adopted Intryc

0x
increase in audit volume
0%
conversation coverage
0%
faster audit turnaround

→ In regulated conversations, one missed disclosure can create compliance risk. Manual sampling leaves most interactions unreviewed until an auditor complaint reveals the issue.

Quality and compliance, one platform

Custom Scorecards

Build scorecards mapped to your SOPs and the regulations you’re examined on, from Reg Z disclosures to UDAAP and complaint handling, so every conversation is graded against the rules that actually matter.

Scorecard details

Name
Consumer Lending Compliance Scorecard
Pass rate
80%
Criteria

• Disclosures
  • Max 20
  • Required loan terms disclosed
  • Reg Z disclosure accuracy
• Compliance Risk
  • Max 20
  • UDAAP risk check
  • Approved SOP language followed
• Complaint Handling
  • Max 20
  • Complaint correctly identified
  • Complaint process followed

Full Coverage

AI Agent Evaluation

Quality and compliance, one platform

Custom Scorecards Full Coverage AI Agent Evaluation

Scorecard details

Name
Consumer Lending Compliance Scorecard
Pass rate
80%
Criteria

From flagged to fixed in the same week

Intryc takes a flagged conversation, builds it into a scored simulation against your SOPs and the rule it broke, and confirms the fix landed.

1. Flag Conversations

   Client: Can I refinance my loan today?
   Agent: Rates start at 5.4%.
   Agent: Skip APR and focus on the rate.
   ⚠ Reg Z disclosure missing
   Client: What are the fees?

2. Coach Agents

   Joshua W. · June 2026✓ Delivered
   Delivery date: July 1, 2026

3. Simulate real scenarios

   Mobile App Transfer Issue via Chat
   ↺ Reset ◼ End
   Jun 22, 2026 16:50:03
   Leon: App crashes when I send money.

4. Improve Performance

   Performance
   17 May 24 May 31 May 7 Jun

“We’re now doing 3x more evaluations with the same staff. That’s been the biggest unexpected benefit. Everyone really enjoys using the tool and appreciates the AI support behind it.”

Marc Meroue, Head of Customer Experience

Security you can trust

Your customers' financial data never leaves a controlled environment. Intryc is SOC 2 Type II certified and GDPR compliant, with role-based access, data segregation, and PII redaction built in.

Close the loop on every customer interaction

From QA to coaching to training, Intryc turns every insight into action, so quality keeps compounding instead of leaking away.