Approved sources
Your data determines how your products are represented and made usable by AI.
Hyponomy Scale
Give AI a safe way to explain, activate and use your financial products.
Scale gives ChatGPT, Claude and other AI channels approved product information, checks and actions, helping customers discover, understand, activate, and continuously use financial products within your rules.
How it works
One controlled path from a customer need to activation and ongoing service.
Scale reads from approved sources, applies your rules and returns only the product answers and actions you allow. It helps customers discover, understand, activate, and continuously use financial products in AI.
Your product information+Your rules+Approved in-AI actions
Question in AI
“What should I do?”
“What are my options?”
“Can I start now?”
Hyponomy Scale
Discover
Explain
Qualify
Disclose
Route
Activate
Use
What the customer can do
Choose an appropriate product path
Activate through an approved journey
Access ongoing service in AI
Start small
Begin with a handoff. Expand into in-AI activation and use.
A first release can explain products and hand off to your existing onboarding journey. Add eligibility, intake, in-AI completion and approved servicing actions over time.
WealthIllustrative journey
“I need financial advice, but I don’t know who to speak to.”
Match clients with the right service or advisor, onboard them, and support ongoing wealth servicing in AI through your advisor teams.
01
Need
02
Profile
03
Match
04
Activate
05
Use
What the customer gets
Clients can onboard and access ongoing wealth servicing through your advisor teams in AI.
- Advisor matching
- Service matching
- Support advisors and clients with portfolio and estate reviews.
- Onboarding and ongoing service
Start hereExpand when ready
- 01
Explain and hand off
Web handoffExplain the available services and open the right page or contact path.
- 02
Match an advisor
Advisor matchedMatch the prospect’s needs to approved service and team criteria, then explain the result.
- 03
Send it to the team
Team-ready inquiryWith consent, send the inquiry and the reason for the match to the right team.
- 04
Onboard and use the service
Onboarding and ongoing useSupport approved onboarding, then help existing clients prepare reviews, share documents and request service in AI.
Customer experience examples
See activation and ongoing use in AI.
Fictional journeys in ChatGPT and Claude, from a customer question to onboarding and approved product use.
All customer, product and scenario details are fictional. Channel interfaces are illustrative.Match a client with the right advisor.
Check the client’s needs against the firm’s services and route the inquiry.
Scroll the full journey
01 · Profile01 / 03
Hi - I'm 52 with around $4.5m in investable assets, and about $650k in income. Really need to start thinking about advice, estate planning and I need proper help. Who should I be speaking to?
This sounds like a high-net-worth wealth planning situation.
I can look for RIA advisory propositions that match your profile. I'll check available RIA firms, service thresholds, specialties and onboarding options.
This will not be investment, tax or legal advice, but it can help you find the right firm for your needs.
Would you like me to run an RIA advisory match?
Yes please, and someone in Connecticut would be best.
02 · Explain the match02 / 03
Great. I've found several eligible RIA propositions and compared them against your profile.
The strongest match is Light RIA. Why:
- High-net-worth clients are a primary segment
- Estate planning is a core specialty
- The firm supports preservation, growth and long-term planning
- It has a relationship-led advisory model
- Suitable for complex family needs
- Operates out of Connecticut
Estimated annual advisory fee: $33,750 based on 0.75% AUM. This is an estimate only and would need to be confirmed with the firm.
Would you like to initiate a conversation with Light RIA?
Yes please
03 · Onboard and use03 / 03
Your Light RIA advisory onboarding has been initiated.
Reference: WM-8676D37C.
Next steps:
- Schedule an initial discovery call with the Light RIA relationship team
- Complete KYC/AML documentation and account opening forms
- If you are happy to proceed, review and sign the Investment Advisory Agreement
- Confirm custodian selection
- Begin account transfer and consolidation of held-away assets, if applicable
- Sign an Investment Policy Statement reflecting the agreed mandate
- Schedule estate planning and governance follow-ups
The Light RIA team will be in touch in 2 business days. You can continue here to review disclosures, upload documents, or prepare for your advisor meeting.
Thank you
End of illustrative journey
Institutional control
Keep control of every product answer and action.
Scale uses your approved content, policy and existing controls. The AI cannot improvise product answers or actions outside them.
Explore the Hyponomy EnginePolicy controls
Set what the channel can say, ask, show and do.
Your environment
Run the Hyponomy Engine in your cloud or on premises and connect existing systems.
Audit trail
Full observability of data use, steps and interactions.
How to begin
Begin with one financial product.
Start with financial product explanation and a handoff to your existing activation journeys. Add eligibility, intake and in-AI channel completion, then ongoing in-AI servicing for existing customers.
- 01
Pick
Choose one financial product, one customer question and one AI channel.
- 02
Connect
Add approved product information, rules and next steps.
- 03
Launch
Go live with clear limits and a safe handoff.
- 04
Expand
Add in-AI activation and ongoing product use when you are ready.
Questions answeredChecks completedHandoffs createdEvents logged
Hyponomy Scale