AI workflows for financial services and insurance teams
In banking, wealth management and insurance, the people closest to clients often build the most useful helpers — and face the strictest rules about sharing them. The question compliance asks is simple: who did what, on whose behalf, and can you prove it? A tool that answers that question gets approved.
Common workflows
Client meeting prep
Before a client meeting, gathers recent emails, open items and account notes into a short briefing for the advisor.
TriggerA client meeting tomorrow
ReadsEmails, open items, account notes
Your logicPull out what changed and what's owed
PreparesA one-page briefing
A personThe advisor walks in ready
Cresec handles the plumbingSign-in as each personTheir own accessDrafts firstA record of every action
Apps it uses: CRM, Email, Calendar
Why it's hard to share today: Each advisor must only see their own clients, and every access needs to be on record.
Quote and renewal follow-ups
Finds quotes or renewals with no response and drafts a follow-up for the broker to review.
Apps it uses: CRM or policy system, Email
Why it's hard to share today: Messages to clients usually need a person to approve them before they go out.
Document request chaser
Tracks which documents a client still owes and drafts polite reminders.
Apps it uses: Email, Shared drive or document system
Why it's hard to share today: It reads client documents, which are exactly what should not sit in one shared account.
You bring the logic. Cresec does the rest.
Your name on it. You're recorded as the builder of every version, and you can see how far it spreads.
Everyone is themselves. People sign in with their company account and connect their own apps once.
No passwords in the tool. Nothing to leak, nothing to change when someone leaves.
Drafts first. New users can read and prepare drafts; sending is allowed per person, per tool.
A record of every action. Who did what, with which version of the tool, checkable by you at any time.
Common questions
How do we show compliance who used an AI tool and for which client?
Cresec writes one record for every action a tool takes, naming the person and the version of the tool, linked to the record before it so gaps or edits would show. You can check the records yourself without contacting us.
Can a tool send messages to clients?
Only once someone allows it for that person and that tool. Everyone starts on drafts, which suits teams where client messages need a second look.
Where is the client data stored?
The tool reads from your existing systems as the person using it. Cresec keeps a fingerprint and a cleaned-up copy of each request for the record, not the full content.