AI for financial services
ChatGPT plugins for your customers. Always-on agents for your team. A stronger presence in AI search.
We build it around your brand, your systems, and the way you do business.
Built for the business you’re in.
Three services, built around your business. Start with the one that makes a difference to you.
Let customers explore your services, ask questions, and connect with your team inside ChatGPT. Your brand, connected to your systems.
Give your team a dedicated agent that remembers the work, monitors for changes, and prepares the next step. Always on, in your own infrastructure.
See how AI assistants describe your business. Establish your AI presence score, address content gaps, and track visibility and accuracy over time.
A tailored build, from the customer experience to the systems behind it. Start with one use case and a clear definition of success.
Your brand, your voice, and your services. We build the experience your customers recognize as yours.
Personal agents deployed in your infrastructure, with model connections, data access, and hosting scoped with your IT team.
Your CRM, loan and policy systems, documents, and approved tools—with clear permissions and review steps.
Discovery, design, integration, testing, and deployment. We agree on the deliverables and ongoing support before work begins.
Built around your products, your customers, and the work that fills your team’s day.
Help borrowers explore loan programs, route inquiries to the right loan officer, and give teams agents that track documents and prepare follow-ups.
Discuss your use caseMake financing programs easier to navigate and build agents that organize deal information, monitor pipeline changes, and prepare lender outreach for review.
Discuss your use caseHelp clients understand your coverage offerings, connect inquiries to producers, and use agents to track renewals and prepare account summaries.
Discuss your use caseFrom equipment finance to specialty lending and advisory firms, build a branded AI experience around the services you sell and the work your team does.
Discuss your use caseTally Hand builds white-label AI solutions for financial services companies: ChatGPT plugins under your brand, personal always-on agents deployed in your infrastructure, and services to assess and improve your AI presence. You can start with one service or combine them in a broader engagement.
Mortgage companies, commercial mortgage companies, insurance brokerages, and other financial services firms that want customers to find and interact with their business through AI, or want dedicated agents to support their teams.
The customer-facing experience uses your brand and is shaped around your products, services, and workflows. Tally Hand handles the design, development, and integration work, with ownership, hosting, and ongoing support agreed in the project scope.
Yes. We design personal agent deployments for your infrastructure, with access to the tools and information you approve. We scope permissions, retained context, logs, and approval steps with your team. Any external model or service connections and the data they receive are reviewed as part of that design.
An agent can retain working context, run scheduled checks, monitor approved systems, organize information, and prepare follow-ups or next steps. Each build has a defined set of tasks and permissions, with human review for actions your team wants to approve.
It is a working measure of how your company appears across a defined set of AI assistants and customer questions. We agree on the questions and scoring method, establish a baseline, and track visibility, accuracy, and source coverage over time. It is not an official score issued by an AI platform, and rankings or recommendations cannot be guaranteed.
Yes. Start with a ChatGPT plugin, one agent workflow, or an AI presence assessment. We define the deliverables, integrations, success criteria, and support before the build, then expand based on what your business needs.
We scope each engagement around the services you need, integration complexity, deployment requirements, and ongoing support. After an introductory call, we put together a proposal with the deliverables and costs, including any recurring infrastructure or model usage costs.
Bring us an idea, a workflow, or a question. We’ll help you choose a practical starting point.
Book a discovery call