Bank and Insurance

Speed up business while ensuring security and compliance

Financial services regulation constantly evolves and so should your business. Make sure you’re agile and compliant with a platform that expands customer engagements and enhances security

The cost of documentation errors​

$ 0 million

fine imposed on US bank for failing to fix data and risk management and internal controls issues (*)

0 %

productivity gains across analyst roles by processing information at speed and scale that were not possible before Gen AI (**)

0 %

of the work day – roughly six weeks every yearspent by claims professionals on records retrieval (***)

Sources:      * Reuters, 2024   **  UK Finance + Oliver Wyman report, 2023   *** Claims and Litigation Management Alliance, Forbes, 2023

Get business done safer and faster

SOP - compliance

Avoid costly mistakes in a complex and fast changing regulatory environment by ensuring your banking or insurance agents apply the most updated rules per country, state or city.

Know your Customer (KYC)

Open accounts faster without compromising compliance. Collect, process and retain all the required docs to comply with applicable regulations while easing the burden on your client-facing agents.

Customer Experience

Boost your client-facing agents’ success with personalized, on-the-spot proposals they can offer customers. For a faster sales cycle, higher customer satisfaction and improved upsell, easily integrate the offers with your CRM.

Customer Information Management

Store, index, and retrieve billions of records while benefiting from low infrastructure cost and high security. Safeguard your critical information from hacking threats and infrastructure issues with an always-on, highly resilient cloud platform.

Employee Onboarding

Boost new staff engagement and make life easier for your HR teams. Speed up the process from recruitment to operational employees with a trusted AI assistant that delivers the correct information from the latest validated documents.

Robust and flexible Saas platform

Combine process automation and document management, at scale, while controlling where and how your content is stored

State of the art cybersecurity

Deploy a SaaS platform resilient to ransomware and various cyberattacks to mitigate data privacy and other risks. AODocs is tried and tested in mission critical use cases by Fortune 500 companies and leading healthcare providers.

Ditch those “rogue” copies in your emails. Securely share the right version of your critical documents with your partners, customers and suppliers. Involve external users in your document control processes with the same level of security and traceability as your internal teams.

Manage the lifecycle of your critical documents through data retention and disposition policies.  Tap into our simplified multi-phase, event-driven retention module, with legal holds and audit trails for archived patient information and structured metadata.

Boost accuracy and productivity and avoid mistakes that might hurt more than just your reputation. Get reliable information retrieved by generative AI assistants from the right document. Simplify access to essential information, speed up employee training, and accelerate troubleshooting.

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