Enschede · same time as you
In financial services, too much time disappears into collecting, checking and re-typing documents, while your client really wants a person who thinks with them. We automate that repetitive work, with the adviser always at the wheel.
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Your profession runs on trust, tailored work and the right advice at the right moment. But a large part of the week goes into completing files, processing changes and checking figures, work that is error prone and does not scale as you get busier.
A mortgage or finance application stalls the moment one document is missing or an employer's statement has expired. Manually checking payslips, bank statements and contracts for version, signature and date takes days and is exactly the kind of work where errors creep in.
Processing quotes, applying changes and keeping policies up to date fills the calendar of every insurance adviser. As a result, there is less time left for the conversation the client actually hires you for.
At many accountancy and admin firms, juniors spend a large part of their week keying in invoices and processing bank statements. With a tight labour market that is not sustainable, and manual entry stays time consuming and error prone.
We start with your processes, not with a tool. First we pinpoint where the gains are, then we build in short iterations, then we make sure the team actually uses it.
Cases ·Financiële dienstverlening
No demos or slides, but working AI in production at companies in your sector. See what is live and what it delivers.
View all casesNot a replacement for the adviser, but the removal of the repetitive work around them, with oversight and explainability built in.
An AI agent reads payslips, annual statements, employer's statements and invoices, checks them for completeness and immediately flags anything missing or incorrect, such as a name that does not match or an expired statement. That way a file comes in complete instead of after a third round of emails. We build this as an AI agent or as an integration into your existing package.
Files in complete With an AIOS we bring your acceptance frameworks, policy terms, internal procedures and earlier files together into one searchable layer. Your staff ask a question in plain language and get the answer with the source attached, instead of searching through folders and emails. That speeds up acceptance, intake and onboarding new colleagues.
Answer with source We automate recurring work such as change processing, invoice entry, bank statements and the first lead intake, with the adviser as the checkpoint on every decision that matters. An AI audit first maps where most of your hours and errors sit and what that is worth, after which we build it step by step.
More time for advice What it costs
Whether it is one solution or ongoing support: we agree on scope and a fixed fee up front. Clear, with no surprises afterwards.
No, and that is not the intention either. AI takes over the repetitive work around it, such as checking documents, processing changes and looking up data, so you keep more time for the conversation and the tailored work. Building trust and carrying responsibility stays human work, and most clients want an experienced adviser rather than a chatbot.
Yes, provided you set it up properly. We work with solutions where your data is not used to train models, and we record where data is stored and who has access. The financial sector also falls under the AI regulation and oversight from the AFM and DNB, so we build with human oversight, explainability and an audit trail in place.
An AI agent reads the submitted documents and automatically checks whether everything is complete and valid, for example whether the salary on the payslip matches the employer's statement and whether the signature and date are present. Missing or incorrect items are flagged straight away instead of only at the final check. As a result, a file comes in complete sooner and acceptance can start earlier.
Yes. We usually build an integration into the systems you already use, such as your advisory, CRM or accounting package, so you do not have to switch. The AI processes or enriches the data and writes the result back into your familiar environment, with the adviser as the checkpoint.
That is where it starts. In an AI audit we spend two weeks observing your daily work and deliver a prioritised overview of opportunities, with an estimate per opportunity of the time saved and what it costs to build. That way you invest deliberately in the work that causes the most hours or errors, instead of in AI for AI's sake.
A scoped AI agent, for example for document checking or change processing, is often live within two to four weeks. We start small with one concrete process, measure whether it works in your practice and then expand. That way you see results quickly without a large, risky project up front.
You know where the friction is. We help you figure out how AI can genuinely fix it.
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