GENERATIVE AI FOR FINANCIAL SERVICES

Deliver better client experiences with generative AI

Drive profitability, ensure compliance, and elevate customer satisfaction
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Vertesia for Financial Services
HOW VERTESIA HELPS

Improve customer experience while effectively managing risk & compliance with generative AI

Vertesia empowers banks, insurers, and investment firms to move beyond experimentation to rapidly operationalize generative AI solutions that increase profits, ensure compliance, and enhance customer experiences
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Drive strategic growth

Surface market trends, uncover new product opportunities, and build smarter offerings with real-time data and customer behavioral insights

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Unlock operational efficiencies

Automate repetitive tasks, streamline complex workflows, and empower employees with intelligent information processing and delivery

 

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Transform CX

Deliver hyper-personalized, omnichannel experiences. Enable customer self-service, accelerate onboarding and new account opening, and tailor financial advice at scale.

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Ensure regulatory compliance

Simplify audit activities, enforce policy adherence, and maintain full transparency and traceability across all AI-driven decision-making

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Minimize risk

Detect anomalies and proactively prevent fraud. Govern generative AI models with out-of-the-box observability, data logging, and robust security protocols

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Accelerate innovation

Build and deploy new generative AI-powered apps and agents in days, not months. Fuel a continuous cycle of digital transformation.

PROVEN SOLUTIONS

Generative AI use case examples for financial services organizations

These solutions have been developed in partnership with leading financial services organizations to ensure they deliver measurable ROI, integrate seamlessly with existing systems, and are highly secure and compliant with industry regulations.
Banking
  • Contract generation and review
  • Fraud detection and transaction monitoring
  • Knowledge management
  • Lending and mortgage origination
  • New customer onboarding
  • Risk assessment and treasury management
Insurance
  • End-to-end claims automation
  • Customer support and self-service
  • Image and video analysis
  • Personalized policy recommendations
  • Risk modeling and fraud detection
  • Underwriting and actuarial insights
Investment Management
  • Earnings call and 10Q/K summarization
  • M&A due diligence/intelligent document review
  • Personalized investment strategies
  • Portfolio optimization and rebalancing
  • Trade surveillance and analysis
  • Tax efficiency and optimization

The Vertesia platform delivers tailored applications across all financial sectors, addressing specific business pain points

PROVEN EXPERIENCE

Why Vertesia?

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Deep industry expertise
Our team has decades of experience building mission-critical solutions for global banks, insurers, and investment firms. We understand your operational and regulatory challenges because we’ve solved them before.
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Multi-model, low-code platform
Connect to your preferred LLMs and build fully compliant generative AI solutions fast with our intuitive design environment. Deploy in the Cloud, on-premises, or even in hybrid environments – wherever compliance demands.
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Enterprise-grade security & compliance
Our SOC2 Type II-certified platform ensures data privacy and security. Flexible data storage for data residency, bias-mitigation, auditability, and end-to-end governance are all built in–ideal for highly regulated environments.
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10x acceleration
Build and deploy custom generative AI applications and services 10 times faster than with in-house-developed solutions
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30% cost reduction
Automate routine tasks like to reduce operational costs by up to 30%
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4.2x ROI
Achieve an average return of more than 400% on dollars invested in generative AI projects and initiatives
GET STARTED

Free generative AI workshop for banking, insurance, and investment management companies

Schedule a free one-hour workshop with one of our AI experts to see how we can help you quickly build and intelligently operate generative AI apps and agents using the Vertesia platform.

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Are you ready to deliver superior customer experiences with generative AI?

Schedule a personalized demo and we'll show you what the Vertesia platform can do for you