Services

What will AGI do for Financial and Insurance Services?

Positioning for this Coordinate is coming soon.

The work itself

Grounded Work Profile

Tools

  • Customer Onboarding PlatformserviceBlueprint
  • Risk Assessment SystemserviceBlueprint
  • Product Configuration SystemserviceBlueprint
  • Core Banking SystemserviceBlueprint
  • Account Servicing SystemserviceBlueprint
  • Regulatory Reporting SystemserviceBlueprint

Outputs

  • Customer Account DatasetserviceBlueprint
  • Regulatory Reporting RecordserviceBlueprint

Measured by

  • Regulatory Compliance RateserviceBlueprint
  • Customer Satisfaction ScoreserviceBlueprint

Key steps

  • Onboard and verify customerserviceBlueprint
  • Assess needs and risk profileserviceBlueprint
  • Structure financial productserviceBlueprint
  • Execute transaction or policyserviceBlueprint
  • Service the account over termserviceBlueprint
  • Report and complyserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Financial and Insurance Services

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do
  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Financial and Insurance Services connects

addresses

  • Unmanaged Capital And Riskmodel

composes

measured by

  • Account Service Uptimemodel
  • Claims Cycle Timemodel
  • Customer Satisfaction Scoremodel
  • Regulatory Compliance Ratemodel

optimizes

  • Assets Under Managementmodel
  • Customer Lifetime Valuemodel
  • Loss Ratiomodel
  • Risk Adjusted Returnmodel

produces

  • Customer Account Datasetmodel
  • Policy Record Setmodel
  • Regulatory Filing Reportmodel
  • Regulatory Reporting Recordmodel
  • Risk Exposure Datasetmodel