Financial Services & Insurance

Agents for operations and risk, governed to DORA and EU AI Act standards.

Banks and insurers have the volume, the rules, and the regulators that make governed agents the obvious investment — and the hardest to get right.

Use cases

Where AI pays off in Financial Services.

Claims triage and first-notice-of-loss Agents classify, enrich, and route claims with human approval above thresholds.

KYC and onboarding document checks Document extraction and verification with full audit trail.

Complaints and regulatory correspondence Drafting and classification with oversight for regulated outcomes.

Credit and underwriting copilots Grounded summaries of files and policies for analysts.

Financial-crime alert handling Alert enrichment and narrative drafting for investigators.

Policy and procedure retrieval Permission-aware search over internal policy and product documentation.

Regulatory notes

What the rules require.

DORA applies to ICT risk for in-scope entities, including third-party AI providers. Credit scoring and insurance pricing that affect individuals are likely high-risk under the EU AI Act and require conformity documentation, human oversight, and logging. We design to both from day one.

Services

How we help.

Build Agentic Workflow Automation Task-specific AI agents in production for high-volume workflows — support resolution, invoice matching, claims triage, order exceptions, document processing. Learn more Run AgentOps & Managed AI Operations Run agents in production: monitoring, evaluation drift, guardrails, incident response, cost control, and model lifecycle — under an SLA. Learn more Run AI Governance & EU AI Act Compliance Risk classification, conformity documentation, and oversight design aligned to the EU AI Act — with the evidence pack to prove it. Learn more Run AI Security & Red Teaming Adversarial testing for prompt injection, data exfiltration, and jailbreaks — and secure design for agent tool use. Learn more Build Enterprise Knowledge & Retrieval (RAG) Grounded assistants and search over your internal data — with access control, citations, and freshness you can trust. Learn more

Work

Proof in this sector.

European P&C insurer 15 days → 35 min Claims triage agents cut handling time from 15 days to 35 minutes A multi-agent system triages, enriches, and routes motor and property claims, with human approval above risk thresholds and a full audit trail for the regulator. Learn more

Industry lead

Elena Marchetti

Managing Partner

Elena founded Neuronetix after fifteen years leading data and analytics transformations at two European banks and a global reinsurer. She chairs the Strategy & Readiness practice and sits on the AI advisory board of a Paris-based industrial group.

Agents for operations and risk, governed to DORA and EU AI Act standards.

Where AI pays off in Financial Services.

What the rules require.

How we help.

Proof in this sector.

Find out where AI will pay off first.