# 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.