Trovix Reach©
The client-facing AI assistant that stays in scope, hands off cleanly and gives your firm answers — not generic chatbot answers.
Overview
Reach is the AI assistant your clients talk to — embedded in your client portal, broker portal, member area or public website. Answers questions from your knowledge corpus only. Refuses to answer outside scope. Hands off to a human at the right moment with full conversation context. Logged, auditable and brand-aligned.
Why it matters
The client-facing chatbot is the highest-risk surface for AI in regulated firms. A consumer-grade chatbot that hallucinates a policy term, misstates a fee structure or invents a fund characteristic creates immediate FCA Consumer Duty, SRA Code or insurance conduct risk. Reach gives you total control.
How Trovix Reach© works
Scoped corpus
Reach answers only from documents you give it: policy wordings, fee schedule, service descriptions, FAQs, product disclosure documents. No general knowledge. No web access. No off-script answers.
Tone of voice
Configure brand voice — formal/conversational, register, prohibited language, required disclaimers. Test before deployment using built-in conversation simulator.
Handover triggers
Define when Reach hands off: complaint signals, financial-difficulty indicators, vulnerable-customer markers (Consumer Duty), specific keywords, low confidence, explicit user request. Handover carries full conversation context.
Multilingual
Supports 32 languages with consistent terminology across translations.
Channel flexibility
Embed as widget, deploy as full-page chat, integrate via API. Microsoft Teams or Slack app for internal-customer use.
Conversation analytics
See what clients actually ask. Identify content gaps, surface emerging service issues, measure resolution rates per topic.
Value by industry
Embeds in policyholder portal, broker portal or claims portal. Answers policy-coverage questions with citation back to the wording. Guides claimants through FNOL. Stays inside the policy — does not 'interpret' coverage where wording is ambiguous; routes to human.
Embeds in client portal, RM portal or member portal. Answers product questions citing KID, fund prospectus or T&Cs. Identifies vulnerable-customer signals per Consumer Duty. Refuses to give personalised advice — and explicitly says so when asked.
Answers questions about matter status, document deliveries, fee positions and engagement scope. Captures new instructions and routes to the right fee-earner with structured context.
Handles routine client queries — document requirements, deadline reminders, prior-year reference. Frees the client-services team for substantive technical work.
Why customers choose Trovix Reach©
In-scope only
Architectural guarantee: Reach answers only from your corpus. No general-knowledge fall-through, no web access, no improvisation.
Consumer Duty aware
Configurable detection of vulnerable-customer signals, financial-difficulty indicators and complaint signals. Handover triggers auditable.
Brand-aligned
Configurable tone of voice, required disclaimers, prohibited language. Test before deploy.
Conversation logging
Every conversation logged with full transcript, retrieved sources, model version and any human handover. Auditable to FCA, SRA and ICO.
No training on customer data
Customer conversations never used to train shared models. Retention configurable per tenant from 1 day to 7 years.
Multilingual at scale
32 languages with consistent terminology. Particularly valuable for European funds and broker placements.
Integrates with
See Trovix Reach© on your own data — 60-day pilot, scoped to one team, capped at 25 users.
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