Small finance and insurance firms use AI to prepare documents, answer client questions and keep up with admin, with a human approving anything that moves money. 4 of the 6 cases include reported numbers.
6 use cases
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A European business bank for SMEs and freelancers built AI agents into its app to take over repetitive finance admin: preparing payroll transfers, drafting invoices and answering …
Qonto (for SMEs and freelancers) · France/EU
A tax-preparation franchise network uses AI agents on its websites to help filers learn about products, find an office and schedule an appointment, while AI summaries help human agents …
Liberty Tax · US
A Durham fintech built a lending platform for small community lenders (CDFIs). Gemini processes anonymised documents, applies each lender's own credit policy for a preliminary review, …
LoanWell · US
A Spanish digital agency built a conversational mortgage calculator on WhatsApp for a mortgage-broker client. Leads from Meta ads used to arrive at all hours and wait; now the AI …
AP AGENCY® for Hipofinance · Spain
A boutique tax preparer without office staff needed phones answered consistently. An AI receptionist answers every call with the same voice, gathers details and leaves summaries she …
TheTaxChick.PRO
A French online mortgage broker encourages every employee to automate their own work. A non-technical employee built a long multi-step workflow that retrieves loan data, uses ChatGPT …
Pretto · France
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