AI for financial services insurance
AI for financial services
Underwriting files summarized, claims and KYC prepped, client reporting that writes itself. 2x ROI in 90 days, or we work free.
Underwriters read all day and decide for minutes.
The file review is the bottleneck. The judgment was never the slow part.
KYC and onboarding drag for weeks.
Document collection and verification by email, while the client wonders whether you want the business.
Client reporting is a quarterly scramble.
Senior people assembling updates instead of advising clients.
What we build for financial services
Underwriting copilots.
Submission files summarized, risk factors surfaced with sources cited. The underwriter decides; the reading compresses.
Claims intake and first-pass triage.
FNOL documents structured on arrival, routine claims prepped for adjuster sign-off, complex ones routed to people fast.
KYC and onboarding automation.
Identification documents chased, verified and filed, with FINTRAC records prepared as the file builds.
Client and investor reporting.
Updates assembled from your systems on schedule. Advisors review instead of write.
Fraud and anomaly flagging.
Patterns surfaced for your team's review. Flags, never verdicts.
Compliance-reviewed outbound.
Advisor communications drafted inside your existing review workflow, so speed never skips approval.
Proof from the pattern
The anchor case is finance: research, diligence and reporting automation at a $13B fund. Picton, an investment firm, is a past Advizr client. The same mechanics carry to underwriting files, claims and client reporting.
Private equity · A $13B private equity fund
Deal intel prep cut from 6 hours to 20 minutes
6h → 20mdeal intel prep
Read the case studyProfessional services · A national professional services firm
AI adoption from 23% to 85% across a national firm
23% → 85%active AI adoption
Read the case studyWe guarantee 2x ROI inside 90 days. Our average client sees 4.1x within 120. The floor is the promise; the average is what actually happens.
The numbers in financial services
Klarna says its AI assistant performs the work of 853 full-time agents, handling roughly two-thirds of service chats (CX Dive, 2025).
Klarna · 2025
82% of insurance executives plan to integrate AI agents within three years (Capgemini, 2025).
Capgemini · 2025
Built around your rules
FINTRAC
Client identification, record-keeping and reporting duties: the system prepares records and flags gaps; reporting decisions stay with your compliance officer.
OSFI third-party risk expectations
For federally regulated entities, builds are designed to respect B-10 third-party risk expectations: documented data flows, access controls, exit paths. You stay in control of the relationship and the data.
Securities regulation (CIRO and CSA)
Client-facing communications keep human approval gates. Built to respect marketing-review and suitability rules; nothing reaches a client unreviewed.
PIPEDA and BC PIPA
Client personal information handled to respect both, with residency scoped per engagement.
CASL
Outreach is consent-based, identified and unsubscribable.
Client and policy data stays inside your accounts under no-training API terms, with per-team access control and the audit logs your regulator will ask about.
Tech choices for financial services
See the full capability mapClaude
Long-file synthesis: submissions, claims and KYC packets.
Supabase RLS
Per-book and per-team access control at the database layer.
Modal
Scheduled monitoring, flagging and reporting runs.
Run your numbers.
Your operations
Savings use the low end of our 25-50% hours-reclaimed range. The math is conservative on purpose.
The math
Calculated at the low end of every range.
If this math doesn't come true within 90 days, we work for free.
The hard questions
Free · 3-5 days
Know your number in five days.
We map your operations, find the highest-ROI automations, and hand you a ranked plan with the payback math attached. Yours to keep, whoever builds it.
Prefer to talk first? Book 15 minutes with James. No pitch deck.