Banks, brokers and insurers process applications, claims and compliance checks all day. Agents read the documents, extract and verify the details, flag exceptions for a human, and keep an audit trail of every step. Faster turnaround for customers, fewer errors on file. We built exactly this for an insurance tech company; the case study is on this page.
Banks, brokers and insurers process applications, claims and compliance checks all day, and every one of them involves reading documents, extracting details and keying them into systems of record. The volume is high, the tolerance for error is zero, and the audit trail is mandatory.
AI agents fit this work well. They read the documents, extract and verify the details, flag exceptions for a person, and log every step. We built claim preparation automation for an insurance tech company that generates claim documents automatically, and unblocked their weather data pipeline along the way.
Faster turnaround for customers, fewer errors on file, and evidence for the auditors without a scramble.
AI Agents
Loan applications pile up, each needing document checks and compliance verification. This agent extracts data from submitted documents and runs it against your lending criteria automatically.
Risk modelling means pulling data from multiple sources, running scenarios, and producing regulatory reports. This agent automates the data work so your risk team focuses on interpretation and strategy.
AML/CTF reporting and transaction monitoring consume enormous resources. This agent watches transaction flows against your compliance rules and prepares documentation for your compliance officers.
Insurance claims involve document stacks and policy lookups before any settlement decision. This agent handles intake and pre-assessment so adjusters focus on complex claims.
Advisors spend hours preparing each statement of advice. This agent analyses client data and generates draft recommendations for review, turning hours of prep into minutes.
Month-end reconciliation is tedious and error-prone. This agent matches transactions across your systems, flags discrepancies, and prepares exception reports automatically.
Fraud costs Australian financial organisations billions yearly, and rule-based detection misses new attack patterns. This agent monitors transactions in real time, learning normal account behaviour and flagging anomalies that static rules would miss.
Portfolio managers spend hours on rebalancing scenarios and drift checks. This agent pulls live market data and client constraints to recommend allocation adjustments, handling the maths so advisors focus on clients.
Get in touch
Tell us where the hours are going and we’ll tell you which of these agents would pay for itself first.
Book a free 15-minute call. We’ll talk through how your finance and insurance services business runs and which of these agents would pay for itself first.
Australian-hostedPrivacy Act compliantNDAs standard