Automate recurring financial workflows | AI agents for insurers and banks

The challenge

Financial institutions manage numerous repetitive processes, including renewals, KYC updates, payment reminders, and reports. Manual handling leads to backlogs, errors and delays

Finance professionals spend around 44.7% of their time on routine work – growcfo.net

					string(1) "4"

Our approach

AI-driven recurring jobs automation

Tovie Agent Platform turns scheduled tasks into intelligent, data-driven workflows. Instead of manual checklists, your processes become proactive, self-optimising automations

1. Scheduling

Scheduling

Set up triggers by calendar or recurrence pattern (monthly, quarterly, annually)
2. Data collection

Data collection

The agent pulls data from Excel reports, SQL databases, BI tools or core systems
3. Decision logic

Decision logic

AI models detect risks, classify customers and choose the next action
4. Automated execution

Automated execution

The agent sends notifications, updates systems, escalates cases and completes follow-ups

Scheduling

Set up triggers by calendar or recurrence pattern (monthly, quarterly, annually)

Data collection

The agent pulls data from Excel reports, SQL databases, BI tools or core systems

Decision logic

AI models detect risks, classify customers and choose the next action

Automated execution

The agent sends notifications, updates systems, escalates cases and completes follow-ups

Example

The agent sends personalised renewal reminders and automatically follows up with non-responders

A lapse-risk model identifies at-risk customers and triggers targeted retention offers

The agent performs annual KYC refresh, requests missing documents and flags anomalies

Payment reminder jobs calculate due amounts, send alerts and escalate failed transactions

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Integrations

Tovie AI agents integrate easily with Guidewire and leading CRMs like Salesforce and Microsoft Dynamics.

They also connect with Power BI, Tableau, SQL, and compliance tools for KYC and AML, ensuring smooth, end-to-end automation across systems and teams.

Impact

35–50% reduction in manual effort across recurring processes
Lower lapse rates through proactive retention
Improved compliance with automated KYC refresh and reporting
Faster, more accurate reporting through scheduled data collection and analysis
Operational cost savings by freeing teams for strategic work

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Finance automation can reduce operational costs by up to 70% in targeted processes
ROI from process automation often exceeds 250% within two years – numberanalytics.com

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Security and data protection

Tovie AI agents are built for financial services, where data privacy and security are non-negotiable. Every stage of development and deployment follows strict information security standards to protect your organisation and customers

IBM Cloud for Financial Services validated
Personal data masking in dialogue logs and storage
Regular code and infrastructure security audits for continuous protection
User and group-level access control for complete visibility and governance
Full compliance with GDPR, Cyber Essentials, SOC 2 Type 1, PII and internal corporate policies

Explore Tovie Agent Platform

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Turn time into proactive automation

Let AI agents handle your recurring workflows so your teams can focus on innovation, analysis and customer experience

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Explore more in financial services

Interested in seeing how other teams automate at scale?

Explore more case studies including:

Smarter claims management: Automate up to 80% of routine claims tasks and cut processing time by 50%
AI-powered policy renewals: Generate up to 20% more revenue with personalised cross-sell offers
Debt collection: Automate up to 1 million interactions daily and reduce costs by 50%
Enterprise voice AI and support automation: Reduce routine inquiries by up to 90% while maintaining compliance

Explore use cases

FAQ

How is this different from RPA?

RPA follows fixed rules, while AI agents analyse data, make decisions and act autonomously within defined boundaries.

How does the agent predict who to contact?

Machine learning models forecast lapse or payment risk and trigger personalised retention or reminder campaigns.

Can humans intervene?

Yes. All actions are logged and approval gates can be set where human validation is required.

How long does deployment take?

Pilot setup usually takes 2–4 weeks, including workflow mapping, configuration and testing.

What ROI can be expected?

Most organisations achieve a 30–50% reduction in manual work and a positive ROI within the first year.

Is it secure?

Yes. The platform follows strict financial-sector security practices with encryption, auditing and access control.

Automate recurring tasks and save time in banking & insurance

The challenge

Our approach

How it works:

Scheduling

Data collection

Decision logic

Automated execution

Scheduling

Data collection

Decision logic

Automated execution

Example

Integrations

Impact

Security and data protection

Turn time into proactive automation

Explore more in financial services

FAQ

Automate recurring tasks and save time in banking & insurance

The challenge

Our approach

How it works:

Scheduling

Data collection

Decision logic

Automated execution

Scheduling

Data collection

Decision logic

Automated execution

Example

Integrations

Impact

Security and data protection

Turn time into proactive automation

Explore more in financial services

FAQ

Call Demo