# Finance & Insurance

### Use Cases

Improve digital sales, onboarding, compliance, and data operations with agents built for regulated environments.

## **Onboarding and Credit Preaproval Agent**

### Overview

Available in Mastercard Sandbox as a Service

Tom is an AI Agent built to make onboarding and credit approvals fast, seamless, and user-friendly— **turning first interactions into lasting relationships.**

# -40%
Reduction in onboarding dropoff

# +90%
More accuracy in ID and document validation

# -70%
Reduction in operational costs

# +35%
Increase in conversion from interest to approved credit

Fully **digital onboarding** journeys, end-to-end  
Real-time **ID verification** and **KYC/AML** compliance  
Instant **credit pre-qualification** using institutional rules  
**Adaptive flows** based on customer profiles  
**Automated updates** and status notifications  
Direct **integration with onboarding** and credit systems

## **Internal Audit Agent**

### Overview

Sofia automates complex internal audit and compliance processes across industries like insurance and banking— **enhancing accuracy, reducing risk, and freeing teams for strategic work.**

# -80%
Reduction in audit processing time

# +50%
Improvement in regulatory compliance

# 100%
Accuracy in compliance reporting

# +35%
Increase in conversion from interest to approved credit

**End-to-end** internal audit automation with document review  
**Regulatory compliance** and anti-fraud workflows  
**Real-time** policy and claims monitoring  
Pattern **analysis** and anomaly **detection**  
**Structured reports** ready for regulatory use  
**Seamless integration** with core systems and ERPs

## **Financial Data Automation Agent**

### Overview

Mateo **automates the extraction, interpretation, and mapping of client financial statements**—standardizing evaluations and dramatically reducing processing time and errors.

# +80%
Accuracy in automated data mapping

# -50%
Reduction in financial document processing time

# +70%
Increase in multi-format scalability

# +35%
Learning improvement from analyst feedback

**AI-powered extraction** from PDF, Word, and Excel financial documents  
**Contextual interpretation** of notes using NLP and business logic  
**Automatic mapping** to standardized Excel templates using equivalency tables  
**Real-time error detection** and exception flagging  
**Summary reports** explaining adjustments and data allocations  
**Internal audit trail** and analyst-ready outputs