Industry / Finance & Insurance

Finance & Insurance, automated.

Documents extracted and validated. Assistant answers policy questions with sources. Reports generated automatically.

01 / Top automations

Where to start.

The three automations that usually pay back fastest in this industry.

01
Document AI
Before: KYC documents checked manually.
After: Documents extracted and validated.
02
Policy assistant
Before: Policy questions to call centres.
After: Assistant answers policy questions with sources.
03
Reporting automation
Before: Reports compiled in spreadsheets.
After: Reports generated automatically.

02 / Before / after

Left of the line is a normal week. Right of it is the same week with the automations running.

→ before

Automations

⚡ Document AI⚡ Policy assistant⚡ Reporting automation

After

✓Documents extracted and validated

✓Assistant answers policy questions with sources

✓Reports generated automatically

Before

✕KYC documents checked manually

✕Policy questions to call centres

✕Reports compiled in spreadsheets

⇆

03 / Sample workflow

04 / Regional notes

India

KYC document extraction and validation, designed around the DPDP Act.

United Kingdom

Advisers and brokers automate fact-finds and reporting while keeping a human sign-off.

05 / Start here

Four quick questions, then we come back with the automations that would pay back first. No sales script, no obligation.

Office hours · Mon–Sat