Financial Services & Fintech
Every shortlist has to survive an audit
A licensed agent applies on a Sunday. Morgan interviews her that day against the same rubric as everyone else on the requisition, and your recruiter opens a scored candidate with a full transcript attached to the record.
Trusted by the teams who hire at volume
Financial services hiring has to survive an audit, not just fill a seat
Unstructured phone screens leave no record
If a hiring decision is questioned, notes typed from memory are what you have. There is no transcript, no rubric, and no way to show two candidates were assessed the same way.
Licensing and eligibility gate the role
Registrations, licences and background requirements decide viability before anything else does. Asking those questions consistently, on every candidate, is the part that gets skipped when volume rises.
Legal and risk have to sign off on the tooling
Anything touching candidate data goes through security review. A tool that cannot show certification and an auditable decision trail does not get through it.
SOC 2
Type II certified, GDPR and CCPA compliant
1 minute
median time from application to interview
98%
of candidates rate the AI interview positively
Roles Morgan screens across financial services
Every one interviewed against the same rubric, in the language they applied in.
Licensed insurance and financial agents
Loan officers and processors
Collections and servicing specialists
Underwriters and analysts
Claims adjusters
Customer and member support
Branch and operations staff
Compliance and risk associates
What it looks like plugged into your ATS
1
A requisition opens
You define the rubric, the licensing questions and the knockouts once, and every candidate on the requisition gets the same ones.
2
Applicants get contacted
Contact goes out by phone, text, email or WhatsApp within minutes of the application.
3
They interview on the record
Identity is verified as part of the interview, and the whole conversation is recorded and transcribed.
4
An auditable scorecard lands in the ATS
Score, transcript and recording attach to the candidate record, so the basis for every shortlist is reviewable later.
THE SCORECARD
What your recruiter actually sees
Licences and registrations
Regulated-environment experience
Work eligibility
Availability and start date
Customer scenario judgment
Knockout questions
Sofia K.
Screened by Morgan · Licensed Insurance Agent
Recommended
9.0
overall / 10
Regulated-environment experience
9.2
Work eligibility
8.6
Availability and start date
9.5
Licences and registrations
10
Customer scenario judgment
8.1
Transcript
Recording
ID verified
Knockouts
M
Mobile
Morgan · AI Recruiter
Sunday 2:15pm
Hi Sofia, thanks for applying for the licensed insurance agent role we posted. I just have a few questions. Are you free to talk now?
Yes. Which states does the role cover?
Six states. I will confirm which of your licences carry over on the call.
Good. Go ahead.
Great, calling you now.
Morgan is calling Sofia…
Interview completed 2:31pm · transcript and score on the candidate record
What this is worth at your volume
What unstructured screening costs on a regulated requisition
Enter your applicant volume, a typical screening call length and your loaded recruiter cost. The result is recruiter hours reclaimed and cost avoided at your numbers.
CUSTOMER PROOF
Built to pass security review
The record is the point
American Credit Acceptance and TaxAct run hiring through Tenzo. Every interview produces a recorded, transcribed and rubric-scored artifact on the candidate record, candidate identity is verified as part of the interview, and scoring is bias-aware.
Tenzo is SOC 2 Type II certified and compliant with GDPR, CCPA and TCPA. Morgan does not make the hiring decision — it produces the evidence a human decides from.
Candidates average 4.6 out of 5 on the interview, and 98% rate it positively.
Financial services hiring, answered
What talent, risk and security teams ask us before an AI interviewer goes anywhere near candidate data.
What certifications does Tenzo hold?
Tenzo is SOC 2 Type II certified and compliant with GDPR, CCPA and TCPA.
Does the AI make the hiring decision?
No. Morgan produces a rubric-scored, recorded and transcribed record, and a human makes the decision. Scoring is bias-aware, and every candidate on a requisition is assessed against the same criteria.
Can Morgan screen for licences and registrations?
Yes. Licensing questions are part of the interview and you can set them as knockouts, so anyone who does not hold the required registration is filtered before a recruiter sees the shortlist.
How do we know the person interviewed is the person who applied?
Candidate identity is verified as part of the interview, and Tenzo checks for behavioural signals of coaching or impersonation.
What does Tenzo write back into our ATS?
A score, a full transcript, and the interview recording, attached to the candidate record. Tenzo integrates with 57+ ATS and CRM platforms, including Workday, SAP SuccessFactors, iCIMS, Cornerstone, UKG, Dayforce, ADP, Greenhouse, SmartRecruiters, Workable, Jobvite, Ashby, Avature, Taleo, PageUp, Bullhorn and Salesforce.
Can we customize what Morgan scores?
Scorecards are fully customizable per requisition. You define the criteria, the weighting and the knockouts. Morgan does not make the hiring decision — it produces a rubric-scored, auditable record and a human decides.
Other teams with the same problem
If you hire across more than one of these, the same setup covers all of them. Pick whichever is closest to the requisition you are trying to fill.
Contact Centers & BPO
Screening capacity that matches a ramp, across languages, with one comparable score per candidate.
Lean Talent Acquisition Teams
First-round screening handled across every requisition, so a small team covers a load built for a bigger one.
Early Careers & Campus
One structured, scored interview for every early-careers applicant, inside the season you actually have.
Further reading on compliant AI hiring
Bring us one regulated requisition and we will screen it for you
Give us thirty minutes on a live licensed opening. You will see scored candidates, with transcripts, the same day.