AI Agents
12 articles in this category
Voice Cloning and the End of Voice Biometrics as a Sole Factor: A Caller-Verification Architecture for Banks
Cheap, high-fidelity voice cloning has collapsed voiceprint and knowledge-based authentication as standalone factors on bank phone channels. The NIST 800-63 level we hold caller authentication to, the phishing-resistant factors that survive a synthetic caller, and the agent-side controls we wire around them.
Prompt Injection Defense for Banking AI Agents: Threat Model, Controls, and a Red-Team Cadence
Prompt injection is the highest-impact attack against an AI agent in a bank because the agent has tools that move money. The threat model, the architectural controls, and the red-team patterns we exercise before every deployment.
Building AI Agents for Open Banking While the 1033 Rule Is Enjoined
Section 1033 was finalized in 2024, enjoined in 2025, and is now under reconsideration. How we architect AI agents for personal financial data sharing so the design survives whichever way the rewrite lands.
AI Agents for Credit Unions: An NCUA-Aligned Deployment Guide
A practical guide for credit unions deploying AI voice and chat agents — covering NCUA expectations, Reg E, share-draft language, member experience, and the small-shop realities of CU technology stacks.
Preventing AI Hallucinations in Bank Customer Service: A Grounding and Citation Architecture
How regulated banks can architect AI agents that do not hallucinate — covering retrieval grounding, citation enforcement, confidence gating, and the eval harness needed to keep policy-true answers in production.
Build vs. Buy: Should Your Bank Build an AI Agent or License One?
A decision framework for banks and credit unions weighing whether to build AI agents in-house or license a regulated-finance platform — covering total cost, time to value, model risk, and the in-house capabilities you actually need.
From Bot to Banker: AI-to-Human Handoffs for Regulated Financial Institutions
How to build AI-to-human handoff experiences that are fast, compliant, and human-ready — for banks, lenders, servicers, credit unions, and insurers.
Voice Agents for Finance: Top Mistakes To Avoid
Agentic AI has crossed from demos to durable programs. Here are the most common mistakes financial institutions make when deploying voice agents — and how to avoid them.
Conversational AI in Financial Services
A practical guide to deploying conversational AI across banking, credit unions, lending, servicing, and insurance — with compliance, auditability, and measurable ROI.
Beyond the Beep: How AI Voice Agents Are Revolutionizing Financial Services Conversations
How AI voice agents are transforming financial services — moving from manual spot-checks and IVR trees to 100% policy-aware monitoring and natural conversations.
Decoding AI Agent Pricing for Financial Services: A Practical Guide to ROI
A breakdown of what drives AI agent pricing in financial services — covering cost components, pricing models, hidden costs, and how to evaluate ROI.
Voice AI Agents Are Revolutionizing Debt Collections
How compliant voice AI agents are helping collections teams scale operations, improve recovery rates, and maintain regulatory compliance across every interaction.
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