Find the accountable owner
Pair an operating explanation with someone who can confirm its meaning.
Them AI for Financial services
Make internal knowledge easier to check and hand over.
Internal questions often need an explanation, a source, and someone accountable for interpreting it. Them AI helps financial services teams explore reviewed knowledge workflows, starting with synthetic examples and non-sensitive material approved for workspace use.
Mac-only for now. Free during the beta (invite-only).
Reconciliation trainingShared room
You with your team
What belongs in a reconciliation training handoff?
Them AI with company contextInclude the source reference, unresolved differences, checks already completed, and named reviewer. In this training workflow, the preparer documents what does not match; the reviewer determines the next step.
↗ Synthetic reconciliation training guideReview with Operations training lead
After human approvalReviewed process explanation
A useful record for the next person.
Illustrative workflow. Not a live conversation.
The work gets better when the context stays.
Good judgment belongs
with the whole team.
Keep training current
Make changed assumptions visible before they become another cohort's instructions.
Separate explanation from authority
Use reviewed references to prepare questions, not to make regulated decisions.
In the day-to-day
Work your team can bring to Them AI.
Start with the question. Keep the source. Make a person responsible for what comes next.
Financial services room Example 01
What should the trainee do with a missing source?
Mark the source as missing, record which check could not be completed, and send the question to the process owner. Keep the training handoff open until clarified.
↗ Synthetic reconciliation handoffExplain a reconciliation handoff
Use a synthetic reconciliation example to discuss a training process. Ask the process owner to check the explanation, source, and escalation point before anyone reuses the instructions.
See how the workflow fits
- Bring
- Approved non-sensitive training material
- Review
- Process owner checks interpretation
- Keep
- Sourced training explanation
Financial services room Example 02
The checklist and training deck disagree. Which should we use?
Show the reference owner both passages and their dates. Ask which instruction is current, then update the training explanation with the approved wording and its supporting source.
↗ Synthetic reference comparisonReview a changed service procedure
Compare approved internal training references and identify passages that need clarification. A responsible reviewer decides which explanation is current before the team updates its shared learning material.
See how the workflow fits
- Bring
- Public or approved training references
- Review
- Reference owner resolves discrepancies
- Keep
- Reviewed change explanation
Financial services room Example 03
What does 'ready for review' mean in this guide?
The preparer has attached the required references and listed unresolved questions. It means the handoff is ready for a reviewer, not that the underlying work has been approved.
↗ Synthetic training glossaryClarify an operating term
Build a small reference for terminology used in internal training. Preserve the intended context and source so a familiar word does not silently acquire a different meaning.
See how the workflow fits
- Bring
- Approved internal training glossary
- Review
- Training lead checks contextual meaning
- Keep
- Owned glossary explanation
Financial services room Example 04
What context should the next colleague receive?
Share the current checklist, completed checks, open questions, and named process owner. Link each unresolved point to its source so the next colleague can continue the review.
↗ Synthetic onboarding briefPrepare a knowledge handoff
Gather approved non-sensitive operating explanations for a new colleague. Let their questions reveal missing context, then have the responsible owners review corrections before they become shared instructions.
See how the workflow fits
- Bring
- Authorized non-sensitive process notes
- Review
- Operating owners check the brief
- Keep
- Reviewed onboarding reference
These are example workflows to evaluate, not customer results. Connected agents use their own tools; Them AI is the shared context and review workspace.
From useful work to reusable knowledge
The conversation is
only the beginning.
Memory keeps the facts and decisions. Skills keep a way of working. People decide what deserves to become a shared reference.
Meet Rooms and the Collective- 01
Bring the context
Synthetic reconciliation training guide
- 02
Make the human call
Operations training lead reviews the sources and proposed record.
- 03
Keep the method
Training reference review
Make it real
Start with a training question
Use one synthetic handoff and a process owner. Evaluate source accuracy and unresolved questions before considering broader use. Mac-only for now. Free during the beta (invite-only).
Discuss a design partnership
Before you begin
A few things
worth knowing.
Is this financial or legal advice?
No. These are internal knowledge examples, not investment, lending, suitability, legal, or eligibility decisions. Them AI makes no compliance certification claim here.
What data is appropriate for a pilot?
Start with synthetic or non-sensitive public and internal training material. Human access is organization-wide; client-scoped MCP includes own-client and firm-wide approved records. Confirm authority first.
Who decides which explanation is authoritative?
Your designated human reviewer. A generated answer can organize the evidence, but cannot confer approval or replace your established decision process.
What does the current beta include?
Shared rooms, memory with sources and review status, reusable skills, and MCP access for connected agents. Mac-only for now. Free during the beta (invite-only). Human room and memory access is organization-wide. Client-scoped MCP feeds restrict agent retrieval to that client's approved records plus approved firm-wide material. Do not treat a room as a private boundary for individual members. Read the access boundaries.
Bring one real workflow
Make the next project
better informed than the last.
Start with a question your team keeps answering. Bring the sources, the people who know, and the decisions worth keeping.
Mac-only for now. Free during the beta (invite-only).