Financial services & insurance

What you advised counts only once it is documented. Today that documentation is written after the conversation, from memory.

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.

We build solutions for you

Start reaching your full potential, shaped by what you actually need.

The regulatory classification first

What an agent may touch is decided and documented before anything is built. Without that step every AI initiative stalls halfway.

answered in Plan

Policy system and sales picture connected

Two truths become one. Intermediaries then work in the system and not in the spreadsheet beside it.

answered in Build

Evidence that is ready before the audit asks

Evidence is maintained continuously. An announced audit then begins with an export.

answered in Operate

Advisory documentation written during the conversation

The draft is written while the advice is given, and it is filed so it can be audited. Nobody has to reconstruct it from memory afterwards.

answered in Automate

your tailored solution

How we get from a first conversation to a plan that is yours.

It starts with a conversation, and none of it is technical: what you sell, who decides on it, where the week goes. Then we look at how the work runs in your field.

Your intermediary knows the customer, the policy system knows the contract, and the two are joined by asking around. Cross-selling stays a matter of chance.

Everything you advise has to stay traceable. What gets written up afterwards from memory is a risk you carry yourself.

AI is attractive and delicate for you at once. Anything that feeds into a customer decision has to be assessed before it gets built.

From there it gets concrete. NATIVE scores where you stand across six dimensions, and the weakest one decides what gets built first: one phase of the Agentic Growth Stack, with a scope, a result and a date.

If this is you

If you relate, then a workshop is where to start.

Advisory documentation gets written after the fact.
The policy system and the sales picture are not connected.
An audit has been announced and evidence has to be searched for.
AI initiatives stall because the regulatory classification is missing.
Intermediaries keep their own spreadsheets alongside the system.

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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.

Advice agentExample

Good morning. An advisory call just ended:

Client 2231, retirement planning, adviser Ms Hoff

Protocol drafted from the call, 2 pages

Compliance check: 2 of 3 points confirmed, 1 open

Open point: risk profile older than 12 months

What should I do next?

Agent demo

This could be your agent.

An agent built for financial services and insurance, running a case your team knows well. Whether you need the advisory protocol documented while it is fresh, every compliance point checked before filing, or an audit trail you can show; the agent takes care of all of that. This is an example, not a finished product. It shows the shape of the agent we build with you: your process, your data, one task that costs you time today, handled automatically from then on.

Take the first step into agent-native

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Four phases to make your plans pay off.

Plan, Build, Operate, Automate. NATIVE scores where you stand today and points at the one to start in.

Agentic Growth Stack

NATIVE Framework

Plan

agent-ready · Vision → Roadmap

The target picture, the business case and the order of the build, agreed with the people who will have to work with it.

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Build

AI-engineered · Chaos → Structure

The platform itself: CRM, the custom software around it and the data flows that keep the two saying the same thing.

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Two colleagues seen from behind at a shared desk, one pointing from his code editor at the design on her screen.

Operate

AI-driven · Adoption → Performance

Rollout, training and security carried far enough that your team reaches for the platform without being asked.

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An analyst in a green chair watches two monitors and a laptop with clean dashboards in the evening.

Automate

autonomous · Manual → Autonomous

The recurring work handed to agents, with rules for who may do what and a log that proves it happened.

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A tidy sit-stand desk at night, a curved monitor and a laptop showing several tasks progressing on their own.

FAQ

Frequently asked questions: Financial services & insurance

Does the EU AI Act apply to us?

That depends on the use case. We assign your applications to a risk class and derive the obligations from it, from transparency through to documented human oversight. More under Agent Governance & Oversight.

May AI make customer decisions?

Fully automated decisions with significant effect on individuals are heavily restricted. We therefore build agents with approval steps and defined human oversight, settled in the AI 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.

How much lead time does the compliance work need?

It runs inside the first step. Classification, legal basis and control points are settled at the end of the same four to eight weeks as the target picture and the business case.

Let’s work together

The first step towards an agent-native company.

In the NATIVE Assessment we develop a clear target picture and a business case that holds up, in four to eight weeks. Fixed price, no open-ended day rates.

Rather talk first?

We get back to you personally.

Request a workshop