Banking, Insurance & Finance

Generative AI for Banking and Insurance

Banks, insurers, mutual insurers: usuel.ai helps you adopt generative AI with compliant, secure and auditable solutions.

See our clients
60%
Less document processing time
40%
Customer service productivity
100%
GDPR compliant
24/7
Assistant availability

AI use cases for financial services

Practical applications deployed in regulated environments.

Virtual assistants

Customer service chatbots that answer common questions 24/7.

Document analysis

Extracting and summarising information from contracts, claims and customer files.

Regulatory compliance

Regulatory monitoring, report drafting assistance, compliance checks.

Security & traceability

On-premise or sovereign cloud deployment, full audit trail.

Security and compliance at the heart of our approach

In financial services, security comes first. Our solutions are designed to meet the strictest requirements.

  • GDPR & compliance

    Solutions compliant with European regulations. Data kept strictly in-house.

  • Secure deployment

    On-premise or sovereign cloud, as you require. End-to-end encryption.

  • Human oversight

    AI assists, people decide. Full traceability of actions.

Sector clients

Multinational insurersMutual insurersBanksAsset managersBrokers
"usuel.ai met our security requirements while delivering significant productivity gains."

CIO, multinational insurer

Frequently asked questions about AI in banking and insurance

Yes, provided it is properly governed. We deploy GDPR-compliant, explainable and auditable solutions. On sensitive matters, decisions stay human: AI assists advisers and speeds up processes, under control.

The main use cases are virtual assistants for customer service, help with drafting regulatory documents, contract analysis and summarisation, automated responses to complaints, and information extraction from complex documents.

AI can quickly analyse large bodies of regulation, identify changes with an impact, help draft compliance reports and check that internal documents are consistent with regulatory requirements. It considerably reduces the time spent on monitoring and reporting.

Data security is our top priority. We deploy solutions on-premise or on a sovereign cloud, as you require. Your data is never used to train third-party models. We follow the strictest standards in the financial sector.

Yes, we have supported multinational insurers, mutual insurers and banks. Our team understands the specific challenges of the sector: compliance, banking secrecy, traceability requirements, relations with regulators.

Gains vary by use case. Our clients in the sector see a 50-70% reduction in document processing time, a 40% improvement in customer service productivity, and better-quality regulatory responses. ROI is usually reached within 12 to 18 months.

The goal is to augment advisers: AI gives them summaries, prepares responses and automates repetitive tasks. Human advice remains essential for complex decisions and the customer relationship.

We start with a diagnostic to identify high-impact, low-risk use cases. We then run a PoC in an isolated environment, validated by your compliance teams. Industrialisation follows once security and value have been confirmed.

Ready to explore AI in a secure setting?

A confidential first call to understand your challenges and identify use cases compatible with your regulatory constraints.