Customer Enrichment for
Financial Services with Hermes Agent.
Drop Financial Data Enrichment into Hermes Agent as a single qualification skill. Describe the profile you need — demographic detail, life-event signals, wealth indicators — and Hermes returns an instant, decision-ready answer for each prospect or customer record. Per-flow budget caps respected. Billed per call, no subscription.
Real Hermes flows that rely on this skill.
Each pattern below is a single Hermes Agent flow with Financial Data Enrichment registered as one skill. The math works because the flow only spends when it actually matches a record.
Route the right prospects to advisors — automatically.
A wealth management Hermes flow picks up every new prospect inquiry or threshold-crossing event, calls Financial Data Enrichment to surface wealth indicators and demographic context, and routes to the appropriate advisory team in real time — before a single email is sent manually. High decision value per check, and the flow only fires the skill when it matters.
Surface the next best product before the representative speaks.
A retail banking Hermes flow triggers on each customer login, call-in, or branch visit event, enriches the customer record in real time, and surfaces the next best product recommendation before the representative begins the conversation. The skill adds under a second to the interaction and replaces a guess with a signal.
Score every marketing lead the moment it arrives.
A demand generation Hermes flow triggers on each new web or marketing lead, calls Financial Data Enrichment to append wealth indicators and demographic fit, scores the record, and routes high-propensity names to the sales team before anyone opens a CRM. The flow is idle between leads — it only costs when a lead arrives.
Decide whether a trigger moment warrants contact.
An outreach Hermes flow monitors a trigger feed — moves, job changes, new household members, inheritance signals — and calls Financial Data Enrichment for each one to determine whether the moment justifies a personalized offer. Irrelevant triggers are filtered before a representative is involved; relevant ones are routed with full context attached.
Enrich any prospect inside your Hermes flow.
Register one skill and your Hermes Agent flow gets wealth indicators, life-event signals, and demographic detail on every relevant record call. Idle flows cost zero. That's the entire deal.
- Single Hermes skill
- Flow caps honored
Hermes Agent specific questions.
If something below doesn't cover your case, ping us — we work directly with Hermes Agent builders, no sales process.
How does this register as a Hermes Agent skill?
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It's a single POST endpoint with a typed body. You register it in Hermes the same way you'd register any HTTP skill — endpoint, schema, price-per-call. Hermes Agent uses the price to plan flow budgets and to show what each enrichment run will cost before it fires.
Can Hermes Agent enrich a batch of records in one flow run?
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Yes. A Hermes flow can iterate over a list of customer or prospect records, call the skill per record, accumulate enriched results, and pass the scored batch downstream — all within a single flow execution and a single budget cap.
Does Hermes Agent need a long-lived login to call the skill?
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No. The skill is billed per call with no long-lived credentials to leak in flow logs or rotate every quarter.
What happens when a Hermes flow hits its budget cap mid-batch?
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The API returns enriched results for records matched so far and stops. Hermes Agent treats this as a normal skill result so the flow can decide whether to ask the user for more budget, process the partial batch, or queue the remainder for the next run.
Can Hermes enrich records in real time as events fire, not just in batches?
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Yes. The skill handles single-record requests at low latency, so a Hermes flow triggered by a customer login event, a prospect inquiry webhook, or a life-event signal can enrich in real time — one call per event, billed per matched result.
How is this different from giving Hermes a standing data subscription?
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Subscriptions don't fit Hermes Agent's skill model. The skill can't report a true cost, so Hermes can't do real budget planning. Financial Data Enrichment reports an honest per-call cost up front, which is what Hermes was designed to consume.
Is the data compliant for financial services use in Hermes flows?
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Yes. The data is appropriate for marketing qualification, lead scoring, and personalization under standard financial services marketing guidelines. It is not FCRA-regulated bureau data and should not be used as the basis for credit decisions or other FCRA-governed determinations.