AI for banking, insurance and brokerage: compliance included
In banking, insurance and brokerage, time is lost in the case file: documents to collect, data to enter, follow-ups, compliance to record. AI absorbs that file work to give time back to advice, with compliance designed into every system from the first workflow. Human validation stays on every decision, and every system is documented for your compliance team.
What you’re dealing with right now
Your advisers spend more time on case files than in front of clients.
Follow-ups and missing documents drag out every signature.
Compliance documentation ties up whole teams.
Digital-first competitors process in hours what takes you days.
Every pain becomes a system in production
Your advisers spend more time on case files than in front of clients.
Case-file assembly and completeness
Système déployé
Follow-ups and missing documents drag out every signature.
Client relations and follow-ups
Système déployé
Compliance documentation ties up whole teams.
Compliance documentation
Système déployé
Digital-first competitors process in hours what takes you days.
Summaries and steering
Système déployé
What AI actually changes for you
Case-file assembly and completeness
Documents checked, information extracted and files pre-filled automatically: your teams review the file instead of keying it in. One brokerage client reported ROI within the first month [to validate].
Client relations and follow-ups
Personalised follow-ups, answers to recurring requests and meeting prep: the adviser arrives informed, the client feels looked after.
Compliance documentation
Consistency checks, audit trails and documentation generated as you go, validated by your compliance team.
Summaries and steering
Production, portfolios and alerts summarised weekly for management, without manual exports.
In your sector, with us
“Working with AI Makers let us automate processes that used to take hours. The return on investment was visible from the first month.”
The training most requested in your sector
Frequently asked questions
Is AI compatible with our regulatory obligations?
Yes, if it's built in from the design stage: traceability of processing, human validation on decisions, siloed data. We document every system for your compliance team and DPO. Sector-specific rules (e.g. under GDPR and the EU AI Act) are scoped case by case [to validate].
Do you have references in financial services?
Yes: Empruntis in credit brokerage (its director's testimonial is on this page) and international banking players such as Emirates NBD.
Where do you start in a regulated business?
With an audit that maps the high-gain, low-regulatory-risk use cases: case-file assembly and internal summaries first, client-facing work next. Every step goes through your compliance.
Go further
Where does AI clear your compliance first?
30 minutes to map the high-gain, low-regulatory-risk use cases first — case-file assembly and internal summaries before client-facing work. Every step goes through your compliance. You leave with a plan whether you work with us or not.
“AI Makers made GEO understandable and usable for our business teams. Their ability to quickly grasp the business stakes and turn technical subjects into actionable recommendations clearly made the difference. A serious partner, and a genuine teacher.”
Mickaël Mina · Directeur IA · Sage9.6/10 average satisfaction · 100% would recommend
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