AI for banking and insurance

Where the time goes

01
Customer requests in volume

E-mails, calls and complaints to sort, qualify and handle on time.
02
Demanding compliance

Checks, procedures and reports to produce, with full traceability.
03
A heavy back office

Loan files, claims and supporting documents checked by hand.

What we set up

01 Agents for customer relations Requests sorted, replies prepared for approval, inside your existing tools. Scope an agent AI agents
02 Automated processes Document collection, completeness checks and reminders handled end to end. Pick your first task Process automation
03 Governed, sovereign AI Usage rules, access logs and models installed on your own servers when needed. Set your AI rules Governance, security and sovereignty

Use cases for this sector

What we can set up for banks and insurers.

3 illustrative scenarios

Illustrative scenarios: what we can set up, not client results.

Agents
Customer requests sorted and answered
E-mails and complaints classified by subject and urgency, with a reply drafted for an adviser.
Connected to

The shared customer mailbox and the customer relationship software.
How it runs
1. Each request is read as it arrives and given a subject and a priority.
2. A reply is drafted from your procedures and the customer’s file.
3. An adviser edits, approves or rejects it before anything is sent.
Deliverable

A sorted queue of requests, each with a draft reply awaiting approval.
Automation
Loan and claim files checked for completeness
Each file compared with the list of required documents, with a request drafted for what is missing.
Connected to

The document store of the file and a dedicated mailbox.
How it runs
1. Documents received are identified and filed in the right folder.
2. The file is compared with the checklist for its type.
3. A request for the missing documents is drafted for the case handler.
Deliverable

A completeness status per file, with the list of missing documents.
Training
Compliance and back-office teams trained
A session on the teams’ own procedures, with the data rules that apply to customer files.
Connected to

Anonymised examples prepared with the teams before the session.
How it runs
1. Each participant brings three recurring tasks from their work.
2. The session applies AI to those tasks, within the bank’s data rules.
3. Each participant leaves with one task that works and its instructions.
Deliverable

Trained teams and a written list of the next use cases.

Open these scenarios in the full catalogue

Your team stays in control

The tool flags. A person decides.

Consistent, ready to validate
To be checked by a person
Discrepancy found

The tool prepares, sorts and flags.
Every outgoing reply or decision is approved by a person.
Every access to the data is logged.

Related services

Banking and insurance: AI that works for your teams.

Where the time goes

Customer requests in volume

Demanding compliance

A heavy back office

What we set up

What we can set up for banks and insurers.

Customer requests sorted and answered

Loan and claim files checked for completeness

Compliance and back-office teams trained

The tool flags. A person decides.

Let’s talk about your project.

Banking and insurance: AI that works for your teams.

Where the time goes

Customer requests in volume

Demanding compliance

A heavy back office

What we set up

What we can set up for banks and insurers.

Customer requests sorted and answered

Loan and claim files checked for completeness

Compliance and back-office teams trained

The tool flags. A person decides.

Keep exploring.

Governance, security and sovereignty

AI agents

AI change management

Let’s talk about your project.