Sectors
Support service teams with better knowledge retrieval, document handling and enquiry routing.
Your industry, your workflows
Banks, insurers, brokers and finance teams work with sensitive records and detailed internal policies. A useful starting point is administrative support with clear permissions, traceable sources and escalation to the responsible specialist.
Help staff locate current product and process guidance with links to approved source documents.
Extract and organise information from submissions, flagging missing fields for an adviser or handler.
Identify the subject of a customer enquiry and prepare a handover for the right team.
Pilot an internal workflow using appropriately controlled data. Define which questions require a qualified person and how outputs will be reviewed.
We work with you to define the workflow, connect the right information and evaluate a focused pilot. Together we agree what success looks like before extending the solution.
Explore projects connected to financial services & insurance.
Voxd built GBM a HubSpot-integrated intelligent concierge for WhatsApp and the web—helping attendees navigate live events, discover the right people and turn a room full of senior bankers into meaningful introductions.
27,478
attendee messages
897
introductions requested
Turn scattered business information into searchable knowledge, timely insight and better decisions.
Explore this servicePut effective policies, safeguards and oversight around AI—and use AI to strengthen compliance.
Explore this serviceTell us what is slow, expensive, frustrating or currently impossible. We’ll help you understand what AI can realistically do.