Financial services & insurance

Every advisory session must be documented, every automation must be evidenced. That is not an obstacle, but it has to be built in from the start.

the starting point

Traceability is part of the advice, not paperwork after the fact.

In finance and insurance, traceability is mandatory: advisory documentation, suitability, withdrawal periods. What is not documented did not happen, and what gets documented after the fact is a risk.

Policy administration and sales are often separate: the intermediary knows the customer, the policy system knows the contract, and the connection is made by asking around. Cross-selling stays accidental.

AI is attractive and delicate at once: decisions that affect customers face heightened requirements, up to and including classification under the EU AI Act.

If at least one of these points applies, an initial consultation is worthwhile.

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A woman in a dark blazer types notes on a laptop at a bank advisory desk, a closed tan leather folder beside her and the chair opposite empty.

Companies come to us when…

Advisory documentation is written after the fact instead of in the process.

A man in a dark blue jumper and glasses compares two dark monitors at an office desk in the evening, a brass lamp lit at the right end of the desk.

Companies come to us when…

The policy system and the sales picture are not connected.

A row of dark steel filing cabinets with lever arch files and a cardboard archive box on top, a laptop on a low cart and one drawer pulled open.

Companies come to us when…

An audit is coming and evidence has to be hunted down.

Two colleagues seen from behind stand at a high table before a dark glass wall with an empty flowchart of boxes and arrows, a laptop and a tan leather folder on the table.

Companies come to us when…

AI initiatives stall because the regulatory classification is missing.

Close-up of a man's hands at a desk at dusk, one on a laptop showing a spreadsheet grid, the other holding a smartphone, a blank notepad and a pen on a tan leather desk mat.

Companies come to us when…

Intermediaries keep their own spreadsheets alongside the system.

What changes

Documentation happens where the advice happens.

Documentation inside the process

Advisory documentation is created where the advice happens, not afterwards from memory.

Policies and sales connected

Policy book and customer picture brought together so demand becomes visible.

Audits as an export

Evidence, permission states and history are retrievable instead of hunted down.

AI with classification

Use cases rated by risk class, obligations derived and anchored in the platform.

the fitting services

Four services that put documentation inside the process.

Four services from the Agentic Growth Stack, picked for what moves first in this industry.

Compliance & Security

Permissions, logging and evidence maintained in operation.

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AI Governance & Compliance

Approvals, audit trails and EU AI Act classification.

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Enterprise CRM Platform

A data model with advisory documentation and clean permissions.

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Connected Data & Integrations

Connect policy administration to the CRM, with clear leadership per object.

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Explore all Services

Case Studies

What companies achieve with us.

See all Case Studies

Ricoh

+365 %

More conversions through CRM and content.

Dovista

68 %

Of all enquiries automated.

FAQ

Frequently asked questions: Financial services & insurance

Does the EU AI Act apply to us?

That depends on the use case. We classify your applications by risk class and derive the obligations, from transparency to documented human oversight. More under AI Governance & Compliance.

May AI make customer decisions?

Fully automated decisions with significant effect on individuals are heavily restricted. Which is why we build agents with approval steps and defined human oversight, settled up front in the Agentic Operating Model.

How do you solve advisory documentation?

As part of the process in the system: mandatory records are created in the advisory step, versioned and logged. Documenting after the fact becomes unnecessary rather than forbidden.

Where do we start?

With an Enterprise Discovery Workshop with compliance involved from day one.

first step

The first step towards an agent-native company.

In the Enterprise Discovery Workshop we develop a clear target picture and a business case that holds up, in a matter of days. Fixed price, no open-ended day rates.

Smiling man in a dark blue suit in a bright office.

Rather talk first?

We get back to you personally.

Request a workshop