Engage Smarter AI

Trust in the Machine: Guardrails for Real-Time Risk Management🛡️ At Engage Smarter AI, our Guardrails ensure safe and reliable interactions with AI agents by controlling the flow and accuracy of conversations. These guardrails operate in our language engine pipeline at multiple stages, checking and steering AI responses in real-time to safeguard users. Here's how we do it: 🔍 Scope - Is the conversation within our defined topics? ✅ Content - Is the content accurate when compared to another source? - Is the logic sound, with a second check in place? - Are any facts assumed in the response? 🌐 Context - Does this response contradict the wider conversation? - Is there a relevant background that this customer should know? - Is the response inconsistent with the ground-truth knowledge base? 🗣️ Tone - Is the tone appropriate for the service/client? - Have legal/advice terms been reviewed? - Are there any red flags in customer questions, like complaints or frustration? Our guardrails work in real time, ensuring that every response is correct, compliant, and tailored to the user’s needs. This is the eighth post in our Trust in the Machine sequence. #FinancialInclusion #TechForGood #Fintech #GenerativeAI #SmartFinancialDecisions #EngageSmarterAI #Finance #AI

Trust in the Machine: Risk Management & Guardrails for Safe AI🛡️ At Engage Smarter AI, safety and precision are at the heart of our AI framework. Our Framework ensures that AI systems meet the highest governance and risk management standards in financial services. Here's how we do it👇🏼 1. Content, calculators, and compound AI systems 2. Guardrails to ensure predictable, accurate outputs 3. Expert review and red teaming for rigorous testing 4. Continuous iteration for improvement 5. Monitoring and metrics for performance 6. Integrate user data, making our agents personalised. By focusing on risk and safety from the start and drawing on ideas from gaming and robotics, we reduce AI system freedom to boost predictability and accuracy. The result? AI solutions you can trust, built to serve with integrity. We are always keen to discuss AI and our product; please feel free to contact Felicia Meyerowitz Singh or Matt Gosden directly. This is the seventh post in our Trust in the Machine sequence. #FinancialInclusion #TechForGood #Fintech #GenerativeAI #SmartFinancialDecisions #EngageSmarterAI #Finance #AI

We are very excited to be attending this event today!

📢 AI & Pensions: A Transformative Future with Built-in Guardrails At this week’s CA Master Trust Conference, our CEO, Matt Gosden, shared insights on AI’s growing impact on the pensions industry. As consumers turn to tools like #ChatGPT for answers to pension questions, Matt urged pension companies to take the lead by developing AI solutions tailored to their own tools, calculators, and content. By embedding safety features and guardrails into AI architecture, businesses can ensure: ✅ Information is accurate and fact-checked ✅ Answers are within scope and aligned with company standards ✅ Better outcomes for members and businesses alike #AI is here—and it’s transforming how consumers access information. Let’s make sure it’s done responsibly. Read the full recipe here: https://lnkd.in/eMdkQBcn Corporate Adviser John Lappin #PensionsDashboard #AIInnovation #EngageSmarter

Autonomous driving has taught us a valuable lesson: deploying AI safely requires a structured, staged approach to risk and oversight. Just as autonomous vehicles transition from driver-assisted modes to full autonomy, financial services can follow a similar path with AI. Engage Smarter AI is building a future where #AI responsibly enhances customer experiences. By progressing from simple task automation to advanced, risk-aware solutions, we enable smarter services while maintaining human oversight at critical stages. This approach ensures optimised performance, reduced friction, and, most importantly, customer safety. 🌐💡 Want to learn more about turning the “risk dial” safely and effectively? Read our co-founder Matt Gosden’s blog: https://lnkd.in/etUFTggb #AutonomousDriving #Fintech #Finance #ResponsibleInnovation 📸 Balancing Automation and Risk in FS customer service and guidance (created with Dall-E).

Trust in the Machine: Triggering Guidance Where Your Customers Are📱 Our AI agents seamlessly integrate into the messaging apps your customers already use, providing guidance that’s familiar, accessible, and engaging. 🔔 Whether it’s triggering financial guidance through a simple message or encouraging them to return for more insights, we’re making it easy for customers to stay informed and make smarter decisions without leaving their preferred platform. No extra apps. No friction. Just engagement and value delivered directly to them. 👉🏼 This is the sixth post in our Trust in the Machine sequence. #FinancialInclusion #TechForGood #Fintech #GenerativeAI #SmartFinancialDecisions #EngageSmarterAI #Finance #AI

🔙 Throwing it back to our game-changing collaboration with Mercer! Earlier this year, we embarked on an incredible journey to transform pension engagement with the power of #AI. Together, we introduced an AI-powered pension agent for Mercer’s Master Trust members—revolutionising how people connect with their pensions. 🧠💬 This innovation brought pensions into the digital age, offering:   ✨ Personalised, on-demand guidance—anytime, anywhere.   ✨ Instant answers to pension questions on members’ preferred messaging platforms.   ✨ A seamless, stress-free experience, empowering members to make informed financial decisions. This initiative is not just about numbers; it is about putting people in control of their financial futures within a framework of safety and transparency. Millions of personalised conversations have reshaped how members engage with their retirement dreams—one message at a time. Check out the demo video 👉🏼 https://lnkd.in/eNcT2tBr Thanks to Darren Madden, Benefits Guru, for their recent write-up 👉🏼https://lnkd.in/ej7wiFpD And also thanks to the brilliant Mercer team for their vision and drive to improve member outcomes Stephen Coates, Tom Higham, Claire Williamson and John Aitchison. And, of course, our team of innovators at Engage Smarter AI 👉🏼 Matt Gosden, Peter Robertson, Tom Dorrington Ward, Sam Pink and Andy Dickson. Here’s to innovation that drives better outcomes for everyone! 🙌 #Throwbackthursday #AIInnovation #FinancialInclusion #Pensions #Fintech #Wealthtech #RetirementPlanning  

Great to see Matt Gosden present Engage Smarter AI experience and insights on how #AI will revolutionise pensions at today’s Corporate Adviser Master Trust and GPP Conference 👏 It’s also been fantastic to catch up with so many industry contacts ☺️ #camastertrustconf

Trust in the Machine: Guiding Users Every Step of the Way. We understand that successful engagement means being there for customers at every stage of their journey. Our AI agents do more than just answer questions – they support, coach, and intervene to ensure smarter financial decisions. Here’s how we guide users: 🤝 Support: Whether it’s a direct interaction or a Copilot approach, our AI agents are available anytime through an on-screen chat widget. 📲 Nudge: We notify users when helpful guidance is available, ensuring they never miss an opportunity to improve their financial situation. ⚡ Intervene: Our AI can intercede in customer processes to provide timely guidance, steering decisions in the right direction when it matters most. From start to finish, we’re creating seamless user journeys that drive real impact. Our AI agents are designed to engage, guide, and empower users every step of the way. 👉🏼 This is the fifth post in our Trust in the Machine sequence. If you would like to discuss this further, please message either Matt Gosden or Felicia Meyerowitz Singh. #FinancialInclusion #TechForGood #Fintech #GenerativeAI #SmartFinancialDecisions #EngageSmarterAI #Finance #AI

📅 Mark your calendars! Tomorrow, our CEO Matt Gosden will take the stage at the Corporate Adviser Master Trust & GPP Conference in London to discuss “How AI Will Revolutionise Pensions Engagement, Guidance, and Advice.” 🌐💡 Experts will debate the key challenges and innovations in the pensions sector, from mastering engagement to optimising retirement outcomes. Our Strategy Director, Andy Dickson, will be attending, and we are looking forward to sharing the stage with some incredible speakers: John Greenwood, Sam Grutchfield, Mike Ambery, Donna Walsh, Margaret Snowdon, OBE, Peter Glancy, Michael Moore, Sonia Kataora, Umar Yaqoob, CFA, Chris Curry, Jesal Mistry, Alison Leslie, Steve Webb. #CorporateAdviserConference #FutureOfPensions #AIInnovation