AI-first: a new business logic
AI solutions for the financial sector are no longer about one-off experiments. Banks, insurers, pension funds and mortgage lenders increasingly use artificial intelligence for client onboarding, risk analysis and advice. Yet for many organisations, the gains stay limited to a single team or process. That isn’t only down to the technology. Lasting results require alignment between strategy, organisation, processes, data, technology and governance.
That’s why we don’t treat AI as a separate technology issue, but as a new way of working. We look at every process, decision and service and ask how intelligence can raise quality, shorten lead times and improve risk control, without you losing control or accountability.
Results of AI in practice
AI-first isn’t theory, it’s practice, and we see the difference in our own projects too. In client onboarding and processing changes, we see lead times drop by 30% or more, and the number of files that are right first time doubles. In knowledge-intensive processes such as client advice, risk analysis and policy interpretation, AI-supported knowledge retrieval increases productivity by 25 to 35%: professionals find the right context and precedents faster.
*Results vary by application and organisation. The figures are based on results from our AI solutions in the financial sector.
Why our AI solutions make a difference for the financial sector
We link AI to measurable results, not to standalone technology. That translates into three benefits.
Speed and quality
Shorter lead times and less rework in client onboarding, processing changes and claims handling, because AI is part of the process itself.
Productivity for professionals
Advisers and risk specialists work faster, with AI as an extension of their expertise rather than a replacement for it.
Responsible and compliant
AI built with explainability, control and human oversight in mind, matched to the application and the relevant regulation.
The AI Act and the financial sector
The EU AI Act sets requirements for how financial institutions use AI. Which requirements apply depends on the application and its level of risk. The GDPR, financial regulation and supervision also play a role. That’s why, for each application, we look at which frameworks and controls are relevant.
AI technology develops fast, so we choose solutions that have proven themselves in practice. We combine our knowledge of financial processes and systems integration with a focus on explainability, control and security.
From AI experiment to lasting impact
Many financial institutions are already experimenting with AI. The next step is lasting impact, by connecting AI to processes, data and governance.
AI solutions for the financial sector
We build AI into our own products, so clients in the financial sector benefit straight away.
For document-intensive processes
PensionSuite
Hypact Advisor
Frequently asked questions about AI in the financial sector
The move to AI-first often raises the same questions at financial institutions. Below, we answer the ones we hear most.
That depends on the application and how you use AI. That’s why we look at factors such as data, control, explainability and human oversight, matched to the risk of the application.
Which requirements of the EU AI Act apply depends on the AI system, the application and its level of risk. Existing rules and supervision for financial institutions also remain relevant.
AI-first means that, for every process, decision and service, you deliberately look at where AI adds value. In doing so, you connect strategy, organisation, processes, technology and governance.
Start by understanding where you stand now and where AI adds the most value, for example by mapping your existing AI applications and setting up initial governance frameworks. Then choose a clearly defined process, validate it in a live environment and scale up step by step.
Want to know where AI adds value?
Talk to us about your AI question and find out which next step suits your organisation.
