AI agents that move
client cases forward.
We build and run agents that handle client administration, giving your specialists more time for assessment, advice and decisions.
For banks, insurers, mortgage lenders and servicers, pension administrators and intermediaries.
Handle more cases
with the specialists you have.
Faster answers
Agents gather documents, check for missing information and prepare case summaries, helping your team respond to applications and claims sooner.
More review capacity
Agents bring together the evidence behind client reviews and alerts, freeing specialists to investigate exceptions and make informed decisions.
Clearer case files
Source documents, findings and review notes are organised together, making it easier to assess a case and trace the reasoning behind a decision.
From the first application
to a documented decision.
Onboarding and client reviews
Collect and check the documents needed for client due diligence. Summarise ownership and source-of-funds information, and flag gaps for an analyst’s assessment.
Alerts and screening
Gather transaction history, client information and screening results behind each alert. Prepare an evidence summary for the analyst who decides what requires investigation.
Applications and claims
Prepare mortgage files from application documents and financial information, or claim files from policy details and supporting evidence. Flag missing or conflicting information for the assessor.
Complaints and reporting
Build complaint files from correspondence, case history and previous decisions. Gather source data for reporting and flag gaps or inconsistencies before review and submission.
From the first decision
to agents in production.
A plan built on your own numbers.
Together with the people who know the work, we choose the first process based on the hours it can save and the risks involved.
In production in four weeks.
Your teams keep working while we build. Your IT team approves system access, and you decide when to go live.
Run by us after go-live.
You do not need your own AI team. We keep the agents working, and in Aitonomy Control you see quality, hours freed and cost against the baseline in real time.
From mortgage processing in Topicus Force Product Suite and Ohpen to insurance and pension administration in Keylane Axon and Plexus: we connect agents to the systems your process relies on, with agreed access and approval steps.