# Financial services

> Sift agents organize conversations, flag reports for the right team, and prepare replies within the controls you set.

Canonical: https://www.getsift.ai/industries/financial-services/

## Agents for financial customer care.

Sift agents organize conversations, flag reports for the right team, and prepare replies within the controls you set.

[Explore agents](https://www.getsift.ai/agents/)

S **Your workspace** Example workspace

Inbox All conversations

 **Fraud report**

Someone sent me a link claiming to be from your team. Is it real?

Draft for review

 **Account question**

Where can I find the status of my application?

Reply ready

 **Customer feedback**

The new app made it much easier to find my statements.

Positive feedback

Agent activity Example

Customer message

“Someone sent me a link claiming to be from your team. Is it real?”

**Classified and routed**

Contact reason, Fraud concern

Team, Fraud team

**Suggested reply For review**

Thanks for letting us know. Please don't open the link. Send us a private message so our team can help.

An example of Sift agents at work.

## Agents work across your conversations.

Account questions, fraud reports, and customer feedback.

### Flag reports for review

Identify conversations about suspected phishing or impersonation and route them to the right team.

### Keep people in control

Choose what agents can do and where a person must review a response before it is sent.

### Prepare consistent replies

Use your approved guidance and knowledge to draft responses for your team to review.

### Understand customer concerns

Explore recurring topics and review the source conversations behind an answer.

## Ask your agents. See the source.

Use SiftGPT to investigate feedback, build custom dashboards, and schedule briefings. Open the conversations behind an answer.

[Explore customer insights](https://www.getsift.ai/voice-of-the-customer/)

S **SiftGPT** Example

What are customers talking about in these conversations?

**SiftGPT**

A customer reports a suspicious link, another asks about an application, and a third shares feedback on the app.

Illustrative answer from example conversations

Custom dashboard **Customer concerns**

Track conversations by topic

Fraud report Account question Customer feedback

## Your agents. Your rules.

Route suspected fraud to your team for review. Set which responses require approval before sending.

[Explore social support](https://www.getsift.ai/social-support/) [Explore agents](https://www.getsift.ai/agents/)

## Put your social agents to work.

See Sift with your team’s conversations in mind.