What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
The reliable spine
The reliable spine is non-AI: the timed, rules-based recovery and retention engine on the firm's own service and order history, driving service-due and free-service reminders, season-opening and scheme-window reminders, and lapsed-customer win-back.
Where AI helps
AI is confined to reading the service and order history to time the nudge and drafting the message; it never owns the offer, the price or the customer promise, each of which a person signs off.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.