Turn AI agent conversations into financial services confidence
Financial services firms deploying AI agents are accountable for every customer interaction those agents have. Isara gives your team independent visibility into what your AI agent is actually saying, so you can detect regulatory risk, protect customers from errors, and demonstrate you meet your obligations with the evidence to back it up.
The challenge financial services teams face
Teams in financial services are accountable for what their AI agent says to customers. But most have no independent way to verify it.
The AI agent handles thousands of interactions daily. The platform reports on volume and resolution rates. Neither tells you whether the agent missed a required disclosure, made an unauthorised commitment, or gave a customer inaccurate information about a financial product.
Meanwhile, FCA Consumer Duty, MiFID II, and PSD2 all apply to AI-generated customer interactions. The obligation sits with you, not the platform.
The result? You are accountable for conversations you cannot independently review, at a scale no manual audit process in financial services was built to handle.
How Isara transforms financial services teams
Detect regulatory risk before it becomes an incident
Surface risk across every AI agent interaction in your financial services operation
Flag conversations where required disclosures may have been missed
Identify interactions where the agent made commitments outside its authorised scope
Get structured audit reports across your full AI agent conversation volume, not a sample
Instead of discovering a breach through a customer complaint or a regulatory review, know what your AI agent said while there is still time to act.
Protect customers from AI agent errors
Identify the interactions where your AI agent fell short of the standard Consumer Duty requires of every financial services firm
Surface conversations where customers received inaccurate information about a financial product from your AI agent
Detect frustration and dissatisfaction signals that indicate the agent failed to meet customer needs
Track patterns in AI agent errors across products, topics, and customer segments
When your AI agent gives a customer incorrect information about a financial product, Isara surfaces the interaction, scores the risk, and gives your team the context to intervene before the customer acts on it.
Give your financial services team the evidence they need
Prove that your AI agent deployment meets its regulatory obligations
Maintain an independently produced audit trail of AI agent interactions across your operation
Measure risk trends over time and share them in board and regulatory reporting
Connect findings to remediation actions and track outcomes as they improve
Accurately demonstrate Consumer Duty adherence using independently verified evidence from your AI agent conversations, not platform-reported metrics.
The Isara difference
Independent of the platforms you use
Isara monitors your AI agent conversations independently of the platform running them. Your evidence is not produced by the same system it is meant to verify.
Built for financial services
Isara is designed around the obligations that already apply to AI agent deployments in financial services, not generic conversation analytics.
Seamless integration
Connects to your existing support platform in minutes with a secure, no-code integration. Your financial services team gets risk alerts, reports without changing the tools they already use.