AI assistant for finance and insurance.
In finance and insurance, much knowledge sits in terms, policies and regulatory requirements, and searching for it costs time. An AI assistant makes that rule and product knowledge searchable and takes over routine on inquiries and documents. We build you a solution with clearly governed access, whose data can stay in Germany or the EU. So your team answers questions faster and more reliably.
Next step Book your strategy call directly at our booking calendar or email info@ki-assistent.co.
Why a company brain for financial services
Tariff terms, internal policies and regulatory requirements change and live across many documents.
A company brain makes them searchable and answers with a source, so information stays traceable.
That matters in a regulated environment where a sourced answer counts.
Add custom AI agents that prepare customer inquiries, summarize documents and draft standard letters.
That lowers handling time, while sensitive decisions stay with trained people.
Concrete use cases
- A client advisor asks the company brain for the applicable tariff term and gets the answer with a source.
- A caseworker has the relevant points summarized from a claim or contract inquiry.
- A back office drafts a standard letter that knows the internal policy.
- A compliance lead finds the current requirement faster.
- We build these patterns with clearly governed access and logging, connected to your existing systems.
How the rollout works
- We start with a clear use case, often information on terms or inquiry preparation, review your sources, clarify access, build a first assistant and onboard your team.
- A visible first step, not a big project.
- Details on How we build your AI assistant.
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Standard chatbot vs. custom assistant
| Criterion | Standard chatbot | Custom AI assistant / company brain |
|---|---|---|
| Knowledge base | generic | your terms and policies |
| Traceability | none | answer with a source |
| Data protection | often cloud/US | data in Germany possible |
| Tasks | answers | inquiries and letters end to end |
A generic chatbot does not know your tariffs and requirements and gives general statements with no proof. In a regulated environment that is risky. A custom assistant draws answers from your terms and policies and names the source, so information stays checkable. Sensitive decisions stay with your trained team, the assistant delivers the sourced base and saves the search.
Ready for the next step? Book your strategy call at our booking calendar or reach us at info@ki-assistent.co.
Strategy call
Book a strategy call.
Book your strategy call via the calendar: Book a strategy call. Alternatively, reach us by email at info@ki-assistent.co.
Pick a slot, the call is booked
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