Agentic AI for Financial Services

Trusted, Reliable & Purpose Built for Financial Services

Reduce cost-to-serve, scale operations & improve experience with the only domain-tuned AI platform for financial services.

Top insurance companies trust Alltius 

Proven Impact for FS use cases

Financial teams use Alltius to streamline compliance, advisory, and back-office ops.

Work Smarter
95%
customer queries answered with voice & chat AI
Reduce Costs
$600k+
per year support cost savings
Sell More
40%
increase in binds closed per agent
Delight Policyholders
85%
CSAT score improvement
Reliable AI
99%+
accuracy on all AI agents
Rapid Deployment
<2
weeks to go live

One platform for all your needs

Alltius AI handles regulation-heavy, document-heavy and engagement-heavy workflows with speed and accuracy.

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Simplify Onboarding
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+ KYC

+ Doc collection

+ Digital signatures

Assist Advisors
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+ Agent copilots for advisors

+ Script generation

Accelerate Compliance
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+ Reg rule parsing

+ Risk flagging

+ Auto-audit trails

Automate Document Reviews
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+ OCR

+ Highlight discrepancies

+ Smart summaries

Support Investors at Scale
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+ 24/7 query resolution

+ Personalized alerts

Clients love using Alltius!

Hear from our clients who love using Alltius to automate sales & support experiences!

"Extremely promising for Fintechs! ”

Alltius’ work has been very promising. Within months they have deflected a substantial portion of our incoming tickets. We see them as our extended team.

Jyotiswarup R
CTO, AngelOne

"One of the best platforms we have seen in the market."

"Earlier, it took 6-7 months to get new reps to medium level in training. Alltius could cut that time by 50%. Also, they are one of the best teams we have worked with among our vendors after trying this ourselves for 2 years.”

Nick Howard
CTO, Assurance IQ (Prudential)

“Partnering with Alltius has been a game-changer”

We owe Alltius a TON for reducing the time to respond to our customers on email as well as other channels and increasing their satisfaction on the platform. All within record time of few months!

Team Acko
Insurance Customer Support Team

Why choose Alltius?

Built for financial services
No Engineering Lift
It Works, Everytime!

Military-grade Security

+ No training on your data, ever.
+ SOC 2 Type 1 compliance
+ ISO 27001 certified
+ GDPR compliant
+ HIPPA compliant
+ Custom info-sec SLA plans
Alltius' agentic AI platform is compliant with GDPR, HIPAA and more

Advanced data control

+ Advanced AES encryption & data masking
+ Extreme PII protection,
+ Cloud & In-house VPN storage
+ Custom API access
+ Knowledge verification settings

Reliable AI expertise

+ AI strategy consulting with founder
+ Dedicated success team
+ Priority support & integration guidance
+ Virtual or in-person AI training for teams
Alltius agent assist provides complete assistance for agents

Seamless integration

+ Native integration with all legacy systems
+ Custom integration support
+ 0 data leakage across platforms
+ Automate data entry
Alltius is present on all the channels

The only platform that works with the latest AI research

We combine the strengths of multiple research methodologies, top & proprietary LLMs along with researchers for best-in-class performance for every insurance task—more accuracy, fewer blind spots.

Make AI your competitive edge

Book a 30-minute demo & explore how our agentic AI can automate your workflows and boost profitability.

Automate every customer interaction
Integrates with all your systems
Military grade security
Get answers to all your questions
See how AI Agents work in real time

FAQs about

Agentic AI for Financial Services

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