Customers, contracts and products at a glance

AI for Finance & Insurance

In banks, insurance companies and asset management, recurring processes cost time: standard inquiries, manual checks, missing documents and data spread across too many systems. We use AI where it significantly reduces this work: in service, in case processing and in analysis.

Answer inquiries about contracts, accounts, and plans directly

Clarify open test cases faster and hand them over cleanly

Make market and portfolio data available more quickly for analyses

Using data effectively and automatically

What finance & insurance companies with AI solutions reach

The real burden often lies not in exceptional cases, but in everyday life. High case numbers, recurring checks, and data spread across multiple systems draw capacity from teams. AI is not useful here as an additional layer over operations, but as concrete support in processes that today draw capacity and extend processing time. That is why our solutions start where volume, repetition and technical clarity come together: in service, in case management, in compliance-related processes and in the analysis of financial and portfolio data.

Clarify standard inquiries upon initial contact

Service Routing

Inquiries about contracts, accounts, tariffs or claims are received in large numbers. Service routing answers standard cases directly and only passes on what really needs to be checked. This relieves service and reduces waiting times.

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Process applications and supporting documents faster

Claim Automation

Many processes do not falter the decision, but beforehand. There is a lack of information, evidence or the case is returned several times. Claim Automation checks receipts early on and prepares them cleanly for processing.

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Check and automatically prioritize inputs

Process assistant

Not every input is equally important. The Process Assistant organizes new processes, sets priorities and forwards them to the right place. In this way, fewer are overlooked and open cases move forward more quickly.

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Evaluate financial and portfolio data directly

AI Analyst

Financial and portfolio data is available, but often cannot be used quickly enough in everyday life. AI Analyst answers analysis questions about trends and KPIs directly in chat. This speeds up evaluations and makes decisions more reliable.

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Case Study

AI Analyst: Data queries now via prompt instead of via a dashboard

Conversational BI at its best: Read in our case study how, together with Aachener Grundvermögen, we have provided employees with easy access to data through the AI Analyst, while relieving IT of routine issues.

Read the case study now
Blaue Pfeilkurve, die nach rechts und oben zeigt.
Historisches Gebäude mit dem Schriftzug ANGER 1 und Geschäften Karstadt und Saturn am Erdgeschoss unter blauem Himmel.
“With the AI Analyst, real data competence is created. Our DATA team is noticeably relieved and Data-based decisions are becoming a natural part of daily work.”
Junge Frau mit langen braunen Haaren, die einen weißen Blazer und weiße Bluse trägt, lächelt vor grauem und beigem Hintergrund.

Vanessa Kremer

Lead Data & Analytics Chapter

Step by step: AI for higher volumes and faster processes

How we implement AI solutions for finance and insurance

Identify use case

We're not starting with the broadest topic. We start with a type of case that happens often and follows clear rules. This can be a standard request, a claim or a loan application. The result is not an open experiment, but a clearly defined use case.

Narrow down relevant sources

Knowledge is rarely in one place. It is contained in contract documents, reports or systems such as Bloomber and FactSet. We do not connect everything, but only what is technically reliable for the use case. This keeps the solution lean and makes it more reliable.

Tighten data protection and traceability

Customer data, contract content and test results need a clean framework. That is why we clarify early on which data is used, who can access what and what needs to be logged. This also includes the question of where a person keeps the decision. This makes the solution internally viable.

Integrate AI solution

AI only helps if it appears where people work today. In other words, in service, in testing or in analysis. Not as a secondary tool and not as an insulated surface. But integrated into existing systems, receipts and transfers. Then it actually saves processing time in everyday life.

Optimize and adapt

The first go live is not an end point. You can then see which documents are missing, which rules need to be tightened up and where cases are going differently than expected. This is exactly what makes the solution better. Not wider at any price, but more precisely in what she should really take off.

Your contact with us
Let's get started together!

We are looking forward to your request and are excited to see what you have in mind. With us, you'll be met with open ears, let's get started with your AI project right away. Just tell us what you need!

Event: AI Networking for Leaders (Stuttgart)

Headquarters Cologne

taod Consulting GmbH
Oskar-Jaeger-Strasse 173, K4
50825 Cologne
Hamburg location

taod Consulting GmbH
Alter Wall 32
20457 Hamburg
Stuttgart location

taod Consulting GmbH
Schelmenwasenstrasse 32
70567 Stuttgart