AI platform for banks & insurance companies: Efficiency, compliance & security

  • Increase Operational Efficiency
  • Ensure Regulatory Compliance – AI-driven risk analysis helps maintain compliance with evolving regulations.
  • Accelerate Document Processing & Customer Communication by 60x – Automate claims processing, underwriting, and customer inquiries for faster service.
  • Ensure Data Privacy with Swiss Secure,
    GDPR-Compliant AI Solutions


AI has a high potential to automate 54% of jobs across banking and insurance and increase productivity.

— Citigroup Inc


Why AI is Essential for Finance & Insurance

  • The financial and insurance sectors face increasing regulatory pressure, fraud risks, and customer expectations.
  • Traditional manual processes are slow, error-prone, and expensive, making scalability and efficiency a major challenge.
  • AI-powered solutions streamline document processing, risk analysis, fraud detection, and customer interactions  delivering faster insights, reducing manual effort, and ensuring regulatory compliance.

How Companies Use It

Customer Service Chatbots

Predictive Analytics

Smart Search for Regulations

Financial Assistants

Meeting Protocols

Personalized Product Recommenda-tions

Contract & Compliance Review

Automated Document Translation

Automated Risk Assessments

New Title               

AI-Powered Solutions for
Finance & Insurance

Managing financial operations, risk assessments, and compliance manually is slow, error-prone, and resource-intensive. Traditional processes require significant human effort, leading to delays in decision-making, regulatory risks, and inefficiencies in fraud detection, underwriting, and portfolio management.

Before:


  • Compliance & Risk Management Challenges – Manual processes lead to errors, inefficiencies, and security risks.
  • Time-Consuming Data Retrieval – Employees waste hours searching for regulatory documents and policies.
  • Delayed Decision-Making – Financial institutions struggle with slow, manual risk assessments and customer processing delays.

After:


  • Automate Compliance & Risk Monitoring – AI-driven transaction tracking and fraud detection ensure regulatory adherence.
  • Accelerate Document Processing – Extract key insights from policies, contracts, and reports in seconds.
  • Enhance Customer Engagement  – AI-powered chatbots and virtual assistants deliver personalized 24/7 support.

Automate Routine Tasks

  • Instant meeting transcription & summarization
  • Automatic extraction of key action points & decisions
  • Desk Research and Reporting in seconds than hours

AI Knowledge Management

  • Analyze lengthy financial reports in minutes
  • Retrieve documents, policies, and key insights across multiple systems
  • Save hours of manual effort in compliance & risk assessments
    

AI Chatbots & Assistants

  • Personalized interactions in your corporate language & tone
  • Automate customer support & onboarding for financial services
  • Virtual AI assistants for 24/7 customer service
    

Compliance Checks

  • Compliance monitoring for regulatory and corporate guidelines
  • Document auditing to detect inconsistencies and risks
  • Secure CID data handling for regulatory and corporate policies
Testimonial Viseca payment services

“With their in-depth expertise and AI platform, the team provided us with excellent support in the implementation of an AI assistant showcase. We look forward to further collaboration.”

VISECA Payment Services

Results That Drive Impact

Smart Search doesn’t just make data accessible - it transforms how your team operates. From speeding up workflows to empowering data-driven decisions, see what’s possible when your business has instant answers at its fingertips.

30%

Less Time Spent

Empower your team to locate critical data in seconds, not hours. Eliminate wasted time spent digging through systems and databases, allowing your workforce to focus on high-value tasks.

3x

Faster Decision-Making

Make informed decisions swiftly by accessing instant insights and tailored recommendations. Our conversational AI ensures your team has the right information at their fingertips for faster, smarter actions.

50%

Reduction in Operational Costs

Reduce reliance on manual processes and save costs associated with inefficient workflows. AI-powered automation optimizes resource allocation, improving productivity without additional overheads.

100%

Data Privacy Compliance

Keep your sensitive information secure with GDPR-compliant, Swiss-hosted AI technology. Unlike generic AI tools, our platform prioritizes security and regulatory standards, ensuring your data is always protected.

Your Questions Answered

  • What are the key benefits of AI in finance & insurance?
    • Automates repetitive back-office tasks, reducing manual effort
    • Enhances compliance monitoring and fraud detection
    • Improves customer support with AI-powered virtual assistants
    • Reduces operational costs and accelerates decision-making
  • Can AI-powered assistants handle complex financial inquiries?

    Yes! AI-driven chatbots and virtual assistants can process customer requests, answer policy and investment-related queries, and even assist with KYC (Know Your Customer) verification- reducing response times and operational costs.

  • How secure is aiSuite for handling sensitive financial data?

    Our AI solutions follow enterprise-grade encryption standards, ensuring GDPR, and financial industry compliance. Data is securely processed (only within your country) and protected from unauthorized access.

  • Can AI help with fraud detection and risk assessment?

    Yes, AI-powered document audits and transaction analysis detect inconsistencies, anomalies, and potential fraud patterns in real time, minimizing financial risks and improving decision-making.