Consult policies and manuals
Help authorised teams find passages in approved internal documents.
Financial services and insurance
Knowledge and assistants for financial-services teams.
Policies, manuals and product documentation in an AI environment with defined access. Support internal work with approved sources and review by the relevant specialists.
All sectors
Illustrative image generated with AI.
The context
Your knowledge, in context.
Banks, insurers and financial-services organisations work with complex procedures and confidential material. UTOMAI can support consultation and drafting within an agreed scope; specific requirements and controls must be assessed before adoption.
- Approved internal policies
- Operating manuals
- Product documentation
Practical applications
Where you can start.
Three examples to assess against your documents and chosen configuration.
Prepare internal replies
Configure an assistant for drafts and document-based explanations for specialist review.
Share product documentation
Make selected material searchable without assigning autonomous financial decisions to AI.
Illustrative examples, not customer results. Features, models and supported formats are confirmed in the offer; integrations and bespoke work have a separate scope.
One platform. Your choice of infrastructure.
In the cloud.
Or in your company.
Workspace, knowledge, agents and automations. Choose the deployment around your data, your team and how you want to operate.
Continuity policies and approved fallback routes are defined for each Cloud configuration. Cloud locations, models and continuity
A few practical questions
Before you start.
Start with approved sources: Approved internal policies, Operating manuals, Product documentation. Selection, supported formats, updates and permissions are confirmed for the chosen configuration.
Connections to document repositories, CRM and internal applications can be assessed separately. Interfaces, access, data flows and costs are checked before an integration is included in the offer. This does not mean every connector is already available or included in the fee.
Both are private AI deployment modes. Dedicated Cloud uses dedicated servers in Italy; On-premise uses a dedicated machine at the customer site with local model execution. The choice depends on data, access, workload and operations; backups, external services and sector requirements need assessment within the agreed scope. Deployment alone does not establish regulatory compliance.
Explore other sectors.
Start with your documents and your team.
Together, we assess the first useful application, access requirements and the deployment that fits your organisation.