Figen AI, specializing in artificial intelligence for financial advisory, has launched the "Broker Pack," aimed at professional and personal loan brokers.
Collaboration
This offering includes nine industry-specific AI assistants and an AI recorder, developed in collaboration with Benjamin Poisson, founder of Courtia.
9
industry AI assistants (supplemented by an AI recorder)
Objective: reduce operational frictions in lending
The "Broker Pack" targets operational frictions in lending:
- collection and securing of documents
- multi-source analysis
- speeding up exchanges with clients
For professional files
For professional files, the assistants allow you to:
- quickly frame the file
- identify required documents
- strengthen the reliability of the analysis
- produce an actionable summary
This thus streamlines processing and follow-up.
AI Recorder: complement to the system
The AI recorder complements the system by:
- recording exchanges
- generating a structured summary
- automatically feeding the CRM
- listing missing documents to request from the client
Key Takeaways
- An offering aimed at professional and personal loan brokers.
- Nine industry AI assistants and an AI recorder, developed with Benjamin Poisson (Courtia).
- Automation of summaries, CRM updates, and requests for missing documents.
