Encrypted & Isolated : Data is encrypted in transit and at rest, with strict tenant isolation to keep every client secure.
Zero-Trust Access Every login and service call is verified, with least-privilege roles and MFA by default
Agentic Observability Full visibility into AI agent decisions and behaviors, creating audit trails for compliance and governance
Governed by Design watsonx.governance framework to govern models, apps and agents
Our Agent Catalogue
Start with pre-built agents or build your own
Compliance Navigator
Real-time guidance on suitability, best interest, and documentation requirements
Core Function
Guides producers through FINRA, NAIC, DOL, SEC compliance requirements
Instant answers on suitability, best interest, exchanges, rollovers, and withdrawals
Agent Productivity
Agent Productivity
Onboarding Companion
Transform new producers into confident sellers in days, not months
Core Function
Instant coaching that builds confidence and accelerates time-to-first-sale
Provides scenario-based training on products and objection handling techniques
Tax Assistant
Guide producers through tax concepts and IRS compliance for client conversations
Core Function
Explains tax treatment of withdrawals, RMDs, and retirement account distributions
Clarifies IRS compliance rules and when to engage tax professionals
Agent Productivity
Producer Companion
Your complete advisory intelligence in one conversation
Core Function
Orchestrates compliance, tax, education, and policy expertise to answer complex client scenarios instantly
Seamlessly coordinates specialized agents to deliver comprehensive guidance
Multi-Agent Orchestration
Voice-to-Case Management
Turns client and agent voice messages into structured cases automatically
Core Function
Extracts key information from call transcriptions and auto-creates prioritized cases"
Assigns cases to the appropriate associate for seamless handling
Servicing Excellence
Intelligent Case Triaging
Ensures every request reaches the right expert at the right time
Core Function
Analyzes and categorizes incoming requests across all channels by type and complexity
Prioritizes and routes cases based on customer sentiment and case details
Servicing Excellence
Application Intake & Validation
Validates applications for completeness, eliminating errors and accelerating processing
Core Function
Multi-layer validation checks completeness, logic, and state compliance
Identifies NIGO triggers and auto-generates correction requests
Servicing Excellence
Talk2Data
Ask questions in plain English, get instant data insights
Core Function
Converts plain English into executable SQL queries against your database
Interprets results with expertise, delivering sales or policy holder data
Servicing Excellence
HR Companion
Empowers employees with instant HR answers and self-service
Core Function
Delivers instant answers on company policies and benefits
Enables employee self-service
Enterprise Excellence
Your AI agents, powered by your ecosystem
Acuence's AI agents seamlessly connect with your existing tools and platforms, automating workflows across your entire tech stack while maintaining enterprise-grade security and compliance