Dimply has unveiled two AI-powered tools, an AI financial advisor called Holi and an AI Experience Builder, aimed at helping financial institutions embed artificial intelligence throughout their customer journeys without surrendering oversight.
Holi allows customers to raise questions about their own finances and receive tailored answers drawn from the data their institution already holds about them, rather than from general financial content. Crucially, the AI model does not carry out any financial calculations itself.
That work stays with the institution’s own calculation engine. When a question demands a fuller answer, Holi can launch a customer journey pre-approved by the institution inside the chat itself, so users can finish the task without switching channels or repeating details they have previously supplied.
Holi is also designed to recognise where AI falls short. Any request beyond its remit is passed back to the institution’s existing service or sales staff. Every conversation, reply, calculation source and journey approval is logged, creating a full audit trail.
The AI Experience Builder lets product teams build customer journeys simply by describing what they need in everyday language. Working from a written brief, the tool produces the required pages, branching logic, customer facts and calculations. Teams can refine the output with further plain-language instructions, cutting down on manual development.
Compliance checks are built directly into the build process. Three specialist reviewers examine design compliance, legislative compliance such as consumer protection standards, and product and suitability compliance, ensuring internal rules are met.
Product owners then assess the finished journey together with the generated compliance notes before signing it off.
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