Sourced answers to client questions on their contracts, guarantees, procedures — no hallucination, with smooth human escalation.
Conversational chatbot for banking and insurance customer relations, powered by a RAG on product documentation, terms and conditions, procedures. The customer queries in natural language their contracts, guarantees, ongoing steps. The chatbot responds with sourced citations and escalates to a human advisor for out-of-scope or sensitive cases. Doubled with an internal variant for support functions: HR, legal, compliance, advisor training. MCP-first architecture orchestrated through our ATLAS-Agentic methodology.
Reference anonymized under confidentiality. Details available on request under NDA.
A banking or insurance customer who gets a precise answer at 10pm on a detail of their contract feels autonomous and respected. A customer who no longer has to schedule an appointment for a simple question saves time. The doctrine is clear: we don't track the customer, we serve them better. Expected impact: improved Net Promoter Score, loyalty, increased trust in the relationship.
The banking or insurance customer queries in natural language their own contracts: guarantees, exclusions, claims procedures, deadlines. The chatbot responds with sourced citations and escalates to human for sensitive cases.
Internal variant for banking/insurance advisors: access to internal procedures, complete product documentation, compliance-certified response scripts. Accelerates new advisor onboarding.
Search in internal case law, legal opinions, compliance memos. Allows cross-functional functions to respond quickly and accurately to business requests.
Beyond static FAQ, the chatbot builds the response from up-to-date documentation. When a product evolves, documentation is re-indexed and answers follow automatically.
This product applies to the following business functions. Click to discover how we adapt it to each.
These products combine with this one for complete programs.
AI-augmented search on your document heritage — no hallucination, with sourced citations.
Qualify your prospects, resolve complaints, measure AI ROI in customer relations.
Keep humans in the decision on critical cases, at scale.
Deep banking client log analysis, contextual workflow triggering: product reco, fraud alert, credit opportunity, complaint management.
The LLM only responds from documents returned by vector search, and each response is sourced with citation. Continuous automated quality bench to detect drifts. For sensitive subjects (financial product recommendation, claim opinion), systematic human escalation.
Architecture designed for sector constraints: professional secrecy (compartmentalization, logging, access), GDPR (legal bases, right to erasure), AML (signal alerts), AI Act high-risk (HITL for high-impact decisions). Independent audit planned by contract.
A classic chatbot responds from a frozen FAQ database. Our RAG continuously accesses your up-to-date documentation with sourced citations. When you publish new general terms, the chatbot knows them within the hour. No outdated answers, no invented answers.
Product 13 is internal generalist, deployable in all functions of any company. Product 19 is specialized banking/insurance with external + internal customer relations doctrine, native sectoral compliance, integration with customer portals and specific business workflows.
Six to twelve weeks depending on scope (external customer relations only, internal only, or both) and complexity of source documentation. Pilot on a product or domain in four to six weeks.
Free initial scoping, 30 minutes to 2 hours, with a solution lead adapted to your sector.