AI agents that move
client cases forward.
We build and run agents for client administration, working from your policies, so your specialists have more time for advice and decisions.
For banks, insurers, mortgage lenders and servicers, pension administrators and intermediaries.
Handle more cases
with complete files.
Faster answers
Agents gather documents, check for missing information and prepare case summaries, helping your team respond to applications and claims sooner.
Time for exceptions
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.
One platform
for every client file.
Start with the AI tools your team uses, take a pilot into daily use, or put your first process to work with AI.
From the first decision
to AI in daily use.
A plan built on your own numbers.
With your management and team, we choose the first process based on expected time savings and the risks involved.
Your first agent live.
We build while your team works. Your agent can be live within four weeks. IT approves access; you decide when.
Practise on your own cases.
The people who work with it practise with familiar cases, and together we agree who decides what.
Your team leads.
Your team makes changes in the platform. We keep monitoring and support. Intelligence shows the results and where to improve next.
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.