Finance and Insurance Reimagined with AI Automation

AI chatbots and virtual assistants can answer routine questions, provide policy or account updates, and escalate complex cases to staff. This ensures faster response times and consistent service across email, chat, SMS, or phone support.

Yes. AI can analyse client data to deliver personalised recommendations, targeted policy offers, renewal reminders, and proactive alerts. This enhances customer loyalty and improves conversion rates.

Absolutely. Common tasks like verifying customer identity, retrieving account details, or updating contact information can be automated, allowing staff to focus on higher-value interactions.

Yes. We apply privacy by design, secure data handling, encryption in transit and at rest, audit logs, and role-based access. Our systems align with FCA, GDPR, and other regulatory requirements, helping you meet compliance obligations.

Sensitive financial and personal data is encrypted, access-controlled, and monitored with audit trails. AI models can be restricted to approved regions, and we never use identifiable client data for training unless explicitly agreed.

Yes. Automated workflows can generate real-time compliance reports, track audit trails, and ensure regulatory deadlines are met with accuracy and consistency.

We integrate with core banking systems, CRM platforms, underwriting tools, payment gateways, fraud monitoring software, and document management systems. Custom integrations via secure APIs or middleware are also supported.

We can deploy secure middleware, scheduled data syncs, or RPA (Robotic Process Automation) bridges with strict access controls and monitoring, ensuring smooth connectivity without major system changes.

Yes. We can centralise policy data, claims records, compliance logs, and customer communications into a single view. This reduces duplication, improves reporting accuracy, and gives teams shared visibility.

Pricing depends on project scope, number of processes automated, system integrations, and AI complexity. We provide transparent proposals with clear deliverables and timelines. Smaller projects start from a few thousand pounds, while enterprise-scale solutions are scoped to fit your roadmap.

Yes. We provide ongoing monitoring, updates, and improvements. Support can be via a monthly retainer or on an ad hoc basis, ensuring your automation continues to perform as your business evolves.

Typical benefits include reduced operational costs, faster claims turnaround, improved compliance accuracy, fewer manual errors, and enhanced customer satisfaction. We define success metrics upfront and track KPIs such as processing speed, error rates, and cost savings.

AI validates documents, checks against policy details, detects fraud signals, and routes claims for approval — dramatically reducing processing time.

Machine learning models identify unusual patterns in transactions, applications, or claims, flagging potential fraud before it escalates.

Automate identity verification, sanctions screening, and transaction monitoring to meet compliance standards efficiently and accurately.

Automate routine tasks like policy issuance, renewals, endorsements, and cancellations, freeing staff to focus on client relationships.

Streamline onboarding with automated document collection, verification, welcome communications, and account setup for a smooth first impression.