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Industries · Financial services

Financial services.

Regulated, sensitive, and high-stakes. Sift identifies fraud signals, compliance-flagged conversations, and advisor opportunities the moment they appear.

Sector briefing

Trust is the currency. In a regulated industry, a missed compliance breach costs more than a missed lead. Sift provides institutional-grade monitoring — fraud velocity, advisor-class questions, and FINRA-aware drafts, all at line speed.

What Sift sees

Every message, sorted to the right team.

  • @crypto_whale Phishing link on profile. Fraud ops
  • @investor Question about mortgage rates. Advisor
  • Analyst Market sentiment shifting. Strategy
How Sift helps

Built for financial services.

  • Fraud signal detection

    Phishing reports, impersonation accounts, and scam-link mentions route to fraud ops within seconds of posting.

  • Regulated-language guardrails

    Drafted responses respect Reg-Z, FINRA, and your internal compliance dictionary. No off-policy advice slips through.

  • Advisor lead capture

    Rate questions, planning inquiries, and life-event mentions route to the advisor desk with sentiment and intent scored.

  • Reachable via MCP

    Plug Sift into Claude, Cursor, or your own agent. Comms and ops query Sift from any MCP-enabled tool, with full conversation-grade audit trails on every answer.

Bring Sift to your team.

Tell us about your workflow and we'll show you how the agents fit into your financial services operations.