Banking & Insurance

Turn complexity into value with AI

Simplify processes, unlock the value of information and improve banking and insurance services

Banking & Insurance

Turn complexity into value with AI

Simplify processes, unlock the value of information and improve banking and insurance services

More efficient processes. Simpler experiences.

Banks and insurance companies manage large volumes of data, documents, requests and information distributed across different systems and functions every day.

Responsa integrates AI into business processes to reduce manual work, accelerate activities and make knowledge easier to access.

More efficient processes. Simpler experiences.

Banks and insurance companies manage large volumes of data, documents, requests and information distributed across different systems and functions every day.

Responsa integrates AI into business processes to reduce manual work, accelerate activities and make knowledge easier to access.

AI applied to Banking & Insurance, in practice

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Claire, CNP Vita Assicura's digital assistant

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Generative AI for Customer Experience

Where AI creates value in Banking & Insurance

01 - Customer Care & Service

Immediate, accurate and contextual answers, omnichannel support and assistance for operators accessing information.

02 - Document management
Interprets policies, contracts, forms, case files and other documents, turning information into usable data.
03 - Cases and claims
Speeds up case handling, from information collection to operational activities.
04 - Knowledge Management

Bring procedures, regulations, policies and enterprise documentation together into knowledge that is easy to query and always accessible.

05 - Sales and advisory

Supports customers and operators in finding products, quotes and information, personalising the experience.

06 - Communications and workflows
Automates notifications, reminders and recurring tasks by integrating them into business processes.
07 - Governance & Compliance

Supports requirements monitoring, document analysis and gap identification while maintaining control over processes.

08 - Analytics and performance

Query data and KPIs conversationally and get Business Intelligence insights in seconds, with answers, tables and charts.

Solutions that support the business

From insurance cases to banking processes: AI understands every piece of information

Policies, contracts, requests, forms, identity documents, communications and case files contain information that is essential to the business. Responsa interprets this information and turns it into ready-to-use data, integrating it into enterprise processes and systems.

Less manual work. Greater speed. More control.

Knowledge that does not stay trapped in documents

Responsa makes enterprise knowledge queryable through AI, so people and systems can quickly access the information they need.

From document search to automatic access to information, AI becomes a new gateway to enterprise knowledge.

Less time searching. More time to act.

Smarter customer service

Responsa puts AI to work for customer care, contact centres and customer service to automate simpler requests, reduce waiting times and support operators when greater expertise is needed.

A simpler experience for customers, more efficient processes for the organisation.

From AI that understands to AI that acts

AI can do much more than answer a question.

It can understand a request, retrieve the necessary information, process it and trigger an action by integrating with CRM, ERP, ticketing systems and enterprise applications.

AI accelerates the process. People remain in control.

Built around your processes

There is no single way to apply AI to a bank or insurance company.

Responsa integrates tailored solutions into your technology ecosystem, designed around your organisation’s processes, information and objectives.

✔ Enterprise
✔ Integrated
✔ Tailored
✔ Governable
Bring AI into the processes that matter

Together, we identify where AI can create tangible value for your bank or insurance company: from the first use case to its integration into business processes.