AI Solutions for Banking, Finance & Insurance
ThirdEye Data works with BFSI organizations as a domain-aware AI engineering partner. We build applied AI systems that strengthen decision intelligence, automate knowledge-heavy workflows, and operate safely within regulated enterprise environments.
Table of Content
What We Do for Banking, Finance & Insurance: Business Value We Bring In
We help BFSI organizations improve how decisions are researched, validated, and executed across functions such as research, operations, compliance, and customer support.
Our solutions focus on areas where manual effort, information overload, and process delays increase risk or cost. By embedding AI into existing systems and workflows, we enable teams to move faster without compromising accuracy or governance.
We work closely with subject matter experts to ensure that financial terminology, document structures, regulatory rules, and decision logic are correctly represented in the AI systems we build.
The result is improved decision quality, reduced operational overhead, faster turnaround times, and greater consistency across teams.
Our Valuable Customers Who Trusted Us
BFSI AI Solutions We Deliver
Agentic Financial Research Assistant
Financial research teams spend significant time gathering information from reports, filings, market data, and internal documents. This process is often slow, repetitive, and dependent on individual expertise.
We build agentic financial research assistants that support analysts by collecting, summarizing, and contextualizing information across multiple sources. These assistants understand financial language, metrics, and reporting structures and provide grounded insights rather than generic summaries.
They are designed to assist human judgment, not replace it, helping analysts work faster while maintaining control and accountability.
Intelligent Financial Document Processing
BFSI organizations deal with large volumes of complex documents such as financial statements, contracts, policies, claims, loan applications, and regulatory filings.
We develop intelligent document processing systems that extract, classify, and interpret information from these documents with high accuracy. The systems are designed to handle variations in format, language, and structure while preserving traceability and audit readiness.
This reduces manual review effort, improves consistency, and accelerates downstream processes such as underwriting, compliance checks, and reporting.
Customer Support Assistant
Customer service teams in BFSI must handle high volumes of queries while maintaining accuracy, security, and regulatory compliance.
We build customer support assistants that provide contextual, policy-aware responses grounded in approved knowledge sources. These assistants integrate with CRM and support platforms to retrieve account-relevant information while enforcing access controls and data privacy.
The focus is on improving response quality and turnaround time without exposing sensitive data or introducing risk.
Knowledge Management System
Institutional knowledge in BFSI organizations is often scattered across documents, systems, and individuals. This leads to inconsistent answers, repeated work, and increased dependency on specific employees.
We design enterprise knowledge management systems that centralize access to internal knowledge while respecting role-based access, governance, and audit requirements.
These systems enable employees to retrieve accurate, up-to-date information quickly, supporting better decisions across research, operations, compliance, and customer-facing teams.
Our Project References
Developed a Generative AI-based document analytics platform to extract pertinent entities from a variety of file formats, such as .pdf, .xls, and .doc, originating from multiple sources.
Designed and implemented a Multi-Agent Investment Research Tool, a Copilot-based assistant that automates the end-to-end process of investment discovery, data collection, analysis, and reporting.
Answering Frequently Asked Questions
Yes. Compliance and governance are considered from the design stage. We align solutions with internal policies, regulatory requirements, and audit needs.
We ground AI outputs in approved data sources, apply validation logic, and include human review where required to maintain accuracy.
Yes. Integration with existing core systems, document repositories, and support tools is a key part of our delivery.
We implement strict access controls, data masking where required, and secure deployment architectures to protect sensitive information.
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