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    Revolutionize the Financial Industry

    Whether it’s loan applications, account services, or documents related to mortgage financing—every day, financial institutions receive a veritable flood of messages and customer inquiries through a wide variety of communication channels. Our AI-powered solutions for automating these business processes ensure the highest level of customer satisfaction—so inquiries no longer go unprocessed or end up with the wrong recipients. Thanks to our extensive portfolio of market-proven, industry-specific solutions, smart financial service providers benefit from numerous advantages.

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    A Different Approach to Banking—AI-Powered, Efficient, and Customer-Centric.

    We’ve developed intelligent tools tailored to your customers’ needs that deliver exceptional value. By leveraging the latest LLM and deep learning technologies, our products extract all business-relevant information from incoming messages, automate processing and forwarding, and assist in providing accurate responses to inquiries—or even handle them entirely on their own.

    Challenges in the Banking Industry

    Increasing compliance requirements, intense competitive pressure, and growing volumes of documents make manual processes a risk factor for efficiency and quality.

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    Cost Pressure

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    Skilled Labor Shortage

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    Increased Customer Communication

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    Competitive Pressure

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    OmnIA – the automation platform

    OmnIA is our market-established standard product for the automated processing of your entire incoming correspondence – regardless of input channel, format, and structure. All incoming messages are captured in a single system and classified based on textual and visual features. Relevant information is automatically extracted, validated, and routed to the correct business process. This way, you optimize your processes from data intake through to the completion of the business transaction.

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    Flow – Response Management in Record Time

    Our software not only routes messages to the right recipients – from customer advisors and support to qualified decision-makers – faster than any human, it can even answer typical inquiries independently or provide staff with intelligent suggestions. Combined with simple, straightforward integration into your system, this saves you valuable time and ensures the sustainable optimization of your processes.

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    Standard Products for Private Health Insurance and TARMED

    • For more than 25 years, Insiders has been a reliable partner to the (health) insurance industry. From receiving claims documentation to case processing and billing—our standard products ensure time savings, quality, and efficiency throughout the entire process. Developed in close collaboration with our customers and continuously refined, they reflect decades of industry expertise.

    • smart PKV is our standard product for the automated processing of medical service claims in the German insurance market. It effortlessly distinguishes between more than 65 classes, extracts all relevant service data, and performs logical checks based on a comprehensive set of rules. Benefit from reduced manual effort and improved process quality!

    • smart TARMED+ is our standard product for the automated processing of medical service claims in the Swiss insurance market. Designed to align with the “tarif médical,” it immediately captures all data contained in the TARMED invoice, whether it is header or table information. Comprehensive logical and technical checks ensure exceptional quality and maximum efficiency.

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    Benefits for the Banking Industry

    Intelligent automation speeds up credit decisions, reduces verification efforts, and ensures consistent, audit-proof processing—all while lowering costs.

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    Lower error rate

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    Productivity Improvement

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    Improved Process Control

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    Sustainable Banking

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    Unparalleled Detection

    Whether it’s next-generation OCR, cutting-edge machine learning approaches, large language models, or the latest validation methods—our goal is to be at the forefront of technology. And it is this commitment that is reflected in our impressive results. See for yourself how powerful our solutions are and leverage AI in banking with ease!

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    Mortgage Financing

    Incoming mortgage documents, such as construction progress reports, contractor invoices, etc., are captured across all channels using AI, automatically classified, and relevant data is extracted from the documents. Seamless integration with downstream systems ensures consistent, media-seamless processing across all channels. This significantly speeds up processing, reduces manual effort, and simultaneously enhances the customer experience and process reliability.

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    Loan Processing

    Incoming loan applications and related documents are automatically classified using AI; relevant creditworthiness information is extracted from proof of income or bank statements and forwarded directly to the appropriate systems or specialized staff. This reduces the need for manual review, shortens processing times, and ensures consistent, transparent processing—while also increasing customer satisfaction and significantly lowering process costs.

    Our Customers' and Partners' Success Stories

    AI in business boosts efficiency, reduces costs, and unlocks new opportunities for innovation in nearly every industry. Our customers’ use cases demonstrate how successful process optimization makes companies more efficient and innovative. By implementing intelligent solutions, they have been able to optimize their business processes and achieve sustainable competitive advantages. Let our success stories inspire you!

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    AI processes 7 million documents automatically

    Millions of documents from a wide variety of channels, rising demands for speed and automation — for ING, powerful input management is business-critical. With the AI-based platform OmnIA from Insiders Technologies, the direct bank succeeds in automatically processing large parts of its incoming mail, significantly shortening turnaround times, and sustainably relieving the burden on business departments.

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    AI-powered classification boosts automation

    With the Cognitive Classifier from Insiders Technologies, BGV increases full automation in input management by 10 percentage points. With more than 650,000 incoming documents annually and around 95 percent average classification accuracy, BGV achieves a new level of quality in automated processing — providing noticeable relief for employees and stable processes even during peak periods.

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    Highly Automated Document Processing in Accounts Receivable Management

    Each year, EOS Deutscher Inkasso-Dienst processes approximately 2.5 million incoming documents—ranging from invoices and emails to handwritten notes. For automated classification, EOS relies on the OmnIA solution from Insiders Technologies, supplemented by the new Integration Layer for OCR (ILFO).

    Securely Orchestrating Agentic AI with OmnIA

    AI agents are increasingly planning, deciding, and acting independently – yet without central control, traceability is lost. OmnIA integrates agentic AI applications into your existing IT landscape in a controlled, explainable, and data-protection-compliant manner.

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    Insiders at Work at Debeka

    “Working with Insiders Technologies allows you to break new ground in AI while being confident that the quality will be right in the end. The future of digitalization will lie in complementing rule-based systems with AI-based systems—just as smart FIX already does today.”

    Patrick Schneider
    Debeka Krankenversicherungsverein A.G.

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