GENERATIVE AI FOR FINANCIAL SERVICES

Drive better client experiences with GenAI

Improve profitability, compliance, and client satisfaction with GenAI.

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Empowering banks, insurers, and investment firms

Move beyond experimentation and scale generative AI solutions that benefit you and your customers, fast.

Drive strategic growth

Access real-time data and behavioral customer insights to spot market trends, uncover new product opportunities, and build smarter solutions.

Improve operational efficiency

Automate repetitive work. Streamline complex workflows. Give employees instant access to the information they need.

Transform CX

Create hyper-personalized, omnichannel experiences. Speed up onboarding and account opening. Give tailored financial advice at scale.

Simplify compliance

Streamline audits, enforce policy adherence, and keep full transparency and traceability across all AI-driven decision-making.

Minimize risk

Detect anomalies and proactively prevent fraud. Govern generative AI models with built-in observability, data logging, and security protocols.

Accelerate innovation

Launch new AI-powered apps and agents in days. Keep digital transformation moving at full speed.

How organizations like yours use Vertesia

Change the way you operate with generative AI for financial services. It’s easy to integrate, secure, and measure ROI – and, you’ll build solutions to problems faster than ever before.

Banking

Generate and review contracts
Monitor transactions and detect fraud
Improve record keeping
Organize lending and mortgage origination
Onboard new customers
Assess risk and managing your treasury

Insurance

Automate the claims process
Improve customer support and self-service
Analyze image and videos
Give personalized policy recommendations
Model risk and detect fraud
Access underwriting and actuarial insights

Investment management

Summarize earnings calls and 10Q/K
Review M&A due diligence documentation
Create personalized investment strategies
Optimize and rebalance portfolios
Track and analyze trade
Ensure tax efficiency

Retirement services

Develop personalized retirement plan recommendations
Decrease customer service call times
Automate administrative tasks
Streamline audits and enforce policy adherence
Generate hyper-personalized educational content for clients
Proactively monitor agent actions and identify policy violations

GenAI resources for financial services organizations

BANKING PLAYBOOK

Modernizing core banking processes with autonomous AI agents

This industry-exclusive white paper from Vertesia and Banking Dive provides senior IT and operations leaders with actionable insights for deploying autonomous AI agents across retail, commercial, wealth management, and corporate banking environments.

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DIGITAL REPORT

Driving the agentic AI revolution in insurance

This exclusive InsurTech Digital Report reviews the challenges faced by insurance companies in implementing AI solutions and highlights how Vertesia's approach can transform core insurance processes like claims processing, underwriting, and back-office operations.

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WHITE PAPER

Accelerating retirement-plan support with generative AI

This white paper, written by Doculabs and Vertesia, reveals how cutting-edge AI technology can transform your participant support services, dramatically reducing call times while ensuring accuracy and maintaining full auditability.

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PROVEN EXPERIENCE

Why Vertesia?

Build 10x faster

Build and deploy custom GenAI solutions faster than developing in-house.

Reduce OpEx by 30%

Automate routine tasks like to reduce operational costs by up to 30%.

Increase ROI by 400%

You could make back 4.2 times more than you spend on GenAI initiatives.

Multi-model, low-code platform

Connect to your preferred LLMs and easily build GenAI solutions, fast.

Enterprise-grade security & compliance

With built-in governance, it’s simple to store, manage, and audit data.

Easy to deploy

Deploy in cloud, on-premises, or hybrid environments – whichever you prefer.

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Master GenAI in Finance

Join our experts for an exclusive workshop on using generative AI for financial services. Learn how to build and manage GenAI aps in the Vertesia platform.

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