Correctness depends on client and product context
Suitability, relevance, permitted action, and disclosure can change with jurisdiction, customer profile, product, channel, and policy version.
Solutions · Financial services
Financial AI with expert standards and evidence built in
Carry risk, compliance, advisory, and operations judgment into every development decision.
Financial AI behavior is judged in context: the customer, product, policy, evidence, uncertainty, and action all matter. Teammately turns internal specialist judgment into an inspectable correctness workflow for the models and agents your team is building.
The domain reality
Generic quality is not enough for consequential financial services behavior.
Evidence and provenance matter
Teams need to inspect which standard applied, what information the system used, and how it reached an outcome—not only its final text.
Uncertainty must change behavior
A trustworthy system needs explicit boundaries for clarification, abstention, escalation, and accountable human review.
Priority workflows
Start where expert judgment materially changes the answer.
Advisory and research copilots
Evaluate synthesis, recommendation quality, evidence use, uncertainty, suitability context, and escalation without reducing judgment to generic helpfulness.
Customer communication
Test explanations, disclosures, personalization, claims, tone, and prohibited behavior across realistic customer and product conditions.
Risk and compliance operations
Turn internal policy and experienced interpretation into applicable rubrics for reviews, investigations, alerts, and exception workflows.
Agentic financial operations
Evaluate actions and trajectories across tools, records, approvals, and handoffs where the path matters as much as the outcome.
Correctness blueprint
Connect specialist judgment to the benchmark and the build.
Your experts define
- Policy intent, controls, and precedence
- Suitability and contextual decision boundaries
- Acceptable evidence and uncertainty treatment
- Escalation and accountable review conditions
The benchmark covers
- Customer, product, channel, and jurisdiction context
- Policy versions, exceptions, and competing obligations
- Representative, adverse, and ambiguous cases
- Responses, tool use, trajectories, and escalation behavior
The team receives
- Applicable policies and binary rubrics
- Cases with source and decision provenance
- Candidate comparisons tied to inspectable evidence
- Unresolved judgment and coverage queues
One connected workflow
Five product capabilities, applied to one domain standard.
Coverage Engineering
Design coverage across products, clients, policy contexts, channels, risk, jurisdiction, uncertainty, and escalation conditions.
Correctness Elicitation
Turn specialist interpretations, exceptions, and disagreement into policies, applicability conditions, and reviewable rubrics.
Weave
Construct traceable cases, records, communications, response variants, and operating worlds for missing or rare conditions.
Trialground
Run candidates in controlled environments and retain the responses, actions, trajectories, and rubric outcomes behind comparisons.
Coevolve
Explore parallel harness directions and return policy ambiguity or uncovered risk conditions to the right experts.
What good looks like
A development team that can improve behavior without losing domain intent.
Internal policy becomes executable
The intended standard, exceptions, and applicability can be tested against actual model and agent behavior.
Recommendations are evaluated in context
Quality reflects customer, product, evidence, and uncertainty rather than an abstract answer score.
Escalation is part of correct behavior
Teams can test when a system should ask, abstain, hand off, or require accountable review.
Development decisions remain traceable
Benchmark cases, expert decisions, candidate runs, and rubric results remain connected through iteration.
Teammately supports AI development and behavioral evaluation. It does not replace legal or compliance review, regulated approvals, fiduciary obligations, or accountable financial decision-making.
Build a benchmark around how your financial services experts actually judge quality.
Start with a consequential workflow and the specialists already accountable for it. Teammately turns their judgment into reusable development infrastructure.