HemNxt · Hem Securities · Financial services · Brokerage
Confidential banking client · Banking · Confidential
A banking concierge grounded in real product information
A conversational proof of concept grounded in product data and compliance rules.
All work
Client
Confidential banking client
Sector
Banking · Confidential
Scope
Product
The case study
Challenge
Help customers find accurate product information through conversation while respecting the rules that govern banking communication.
Squaircle’s contribution
Squaircle designed a proof of concept grounded in product information and compliance rules, with the client identity protected.
Outcomes
A faster path to accurate answers
- 01A grounded conversational concept
- 02Clearer routes to product information
- 03Compliance considered in the experience design
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Vericence · Risk & compliance · Fintech
Giving risk and compliance intelligence a clear digital narrative
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