Industries

AI for Finance & Insurance

Brokers, insurers, asset managers and lenders in Hong Kong handle dense documents, strict conduct rules and customers who expect instant answers. We deliver AI that is accurate, auditable and kept inside your own Azure tenant.

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What we hear from the industry

Finance & Insurance: the problems we are asked to solve

Answers must be right, and provable

Product terms, exclusions and procedures change often. Staff need the current answer with the source — not a best guess from a chatbot.

Documents arrive faster than people can read them

Applications, claims, KYC packs and statements come in as PDFs, scans and photos, and every one needs fields extracted and checked.

Service quality is sampled, not measured

Compliance and service teams review a handful of calls a month; the other thousands go unreviewed until a complaint arrives.

Legacy systems slow every new product

Core policy and ledger systems are stable but hard to change; each new digital journey takes months to integrate.

Where AI-native makes the difference

AI Assistant

Grounded knowledge assistant

An assistant built on Azure OpenAI that answers staff and customer questions from your approved documents, citing the clause it used — with role-based access and audit logs.

Learn more AI Finance & CRM

Document intelligence and reconciliation

Extract, validate and reconcile data from applications, claims and statements with Azure AI Document Intelligence, routing exceptions to people.

Learn more Sales & CS Real-Time Analytics

Real-time service and conduct analytics

Transcribe and analyse every call and chat in Cantonese, English and Mandarin; flag sentiment, intent and compliance keywords as they occur.

Learn more Software Development Platform

Secure integration platform

APIs, pipelines and cloud-native services on Azure that let new journeys connect to core systems without rewriting them.

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How we start

1
Discovery and data-boundary review
We map the use case, the documents involved and the controls required — data residency, access, retention and audit — before anything is built.
2
Pilot inside your tenant
A four-to-six-week pilot on your own Azure subscription, using approved content and a named group of users, with accuracy measured against a test set.
3
Controlled rollout
Expand to more teams and channels with monitoring, human handover and periodic review built in, and documentation your compliance function can sign off.