AI Agent for Finance: Secure Access to Business-Critical Data
Insurance

How an international insurance group improved access to financial information with an AI-powered assistant built on governed knowledge sources.

  • TECHNOLOGIES

    • Python
    • BigQuery
    • Google Analytics
    • Google Tag Manager (server-side)

  • TEAM COMPOSITION

    • Data Engineer
    • ML Engineer
AI Agent for Finance

Background

An international insurance group relied on multiple systems to manage financial, policy, and operational information across its business.

As customer expectations for digital self-service continued to grow, the company looked for a better way to provide fast access to trusted information. With knowledge distributed across various sources, the challenge was to create a consistent experience without compromising security or compliance requirements.

Project Recap

  • An international insurance company wanted to provide customers with faster access to trusted financial and insurance information while maintaining strict governance over business knowledge and data access.

  • Beetroot developed a RAG-powered AI assistant that connects governed knowledge sources through a conversational interface, enabling secure and intuitive access to approved information.

  • The company improved information accessibility, strengthened governance, and created a scalable self-service experience powered by AI.

The Challenge: Making Trusted Financial Information Easier to Access

As customer expectations for digital self-service continue to rise, the client faced increasing pressure to deliver accurate information quickly and consistently. The challenge is making information accessible across multiple systems while maintaining governance, security, and compliance standards.

  • Fragmented knowledge sources: Financial and insurance information was distributed across multiple systems and repositories, making it difficult to access through a single experience.
  • Rising expectations for self-service: Customers increasingly expected instant answers without navigating multiple channels or waiting for support.
  • Consistency and governance: Information needed to remain accurate, controlled, and aligned with approved business content regardless of how it was accessed.

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Solution: Governed AI Assistant

By combining retrieval-augmented generation (RAG), self-hosted language models, and agent-based workflows, we created an AI assistant that helps users access trusted information through natural language interactions while maintaining enterprise-grade governance.

  • Unified knowledge access

    Connects multiple information sources through a single conversational interface, eliminating the need to navigate disconnected systems.

  • Retrieval-Based Responses

    Generates answers using approved business content, helping ensure accuracy and traceability.

  • Agent-Driven Interaction

    Uses specialized AI agents to handle different information requests while maintaining a structured user experience.

  • Self-Hosted AI Infrastructure

    Provides greater control over models, prompt history, and retrieval logic while supporting governance requirements.

  • Security-First Architecture

    Restricts access to information through governed data flows and controlled exposure of business knowledge.

  • Built for Scalability

    Supports growing volumes of user inquiries without requiring proportional growth in support operations.

Beetroot quickly understood what we were trying to achieve. Building the AI assistant isn’t a big deal these days, but the real task was making sure it fit our security and governance requirements. The team stayed focused on delivering a solution that was both useful for users and manageable from a business perspective.

Head of Digital Transformation,
International Insurance Group

Results

The solution improved how users access trusted insurance information while giving the client greater control and scalability.

  • “The AI agent we built changed how the client’s customers access their financial information. Instead of searching through systems and content sources, users could simply ask a question and get a relevant answer. Under the hood, we used the LLM as the main interface between users and governed data, which helped reduce response times, improve access control, and make the system more efficient to operate.”

    – Denys Pluhatar, AI Lead at Beetroot

  • Faster Access to Data

    Users can find relevant answers through natural language interactions instead of navigating multiple sources.

  • Improved Self-Service Experience

    More inquiries can be resolved independently, reducing friction in accessing financial and insurance information.

  • Stronger Governance

    Business knowledge remains centralized and controlled while being significantly easier to access.

  • Consistent Responses

    Information is delivered using approved sources and retrieval logic, helping reduce inconsistencies.

  • Scalable Information Delivery

    The organization can serve growing demand more efficiently without increasing operational complexity.

Looking to build an AI assistant for financial services?

We help insurers, banks, and FinTech companies build AI-powered solutions that connect users with relevant information while supporting the needs of regulated industries. Let’s discuss your use case.