Risk assessment virtual agents for financial services

Processes that require sensitivity and compliance benefit from Olivo, autonomous agents trained for the financial industry. Streamline client intake, support, and qualification while ensuring accuracy and regulatory compliance.

Personal and commercial loans workflows

We make information collection easy. Whether it's for personal or commercial loan, Olivo can intake clients via web or phone in 40+ languages.

24/7 customer support

Clients can ask questions about applications anytime, freeing your team to focus on high-value tasks and decision-making.

Qualification

Olivo flags submissions that may not meet your business criteria. Don't waste time manually screening clients. Olivo ensures only qualified leads progress.

Results our clients see

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Full quote completion through Olivo
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Agent transfer rate
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Efficiency gains

Designed for risk management workflows

Olivo comes pre-configured for financial services, ensuring smooth adoption and compliance.

Integrated with management systems, scheduling softwares, and maps for address validation

Omnichannel support 24/7 allows clients to contact Olivo via web, phone, and apps like WhatsApp

Smart Form UI accelerates information intake for traditional clients

White label branding and hosting ensures full customization of client UI and databases

Intelligent alerts flag data entries based on your policies and industry standards

Security through role-based access, audit logs, and GDPR/HIPAA/AMF compliance

Why brokers and agents choose Olivo

Trusted by insurance professionals.

Bruno Fortin

President, J. Gérard Fortin

“Since integrating the virtual assistant, our team spends much less time on repetitive tasks - such as policy changes or quotation requests - allowing us to concentrate on customer support and manage a considerably higher volume of cases..."

François Gagné

Vice-President of Strategic Distribution, Operations and Technology, Assurancia Groupe Tardif

“Olivo is the new generation of virtual assistant for brokers: a customer-centric tool that makes every transaction simple and seamless.”

Steve Whitelaw

VP and General Manager, Applied Systems Canada

“Access to AI through Koïos Intelligence platform voice and phone-enabled technology will enable brokers to enhance their role as trusted advisors and provide consumers with faster service when quoting.”

Lloyd Freiday

VP of Information Technology, Rogers Insurance Ltd.

"Koïos' technology greatly enhances interactions with users through the chat function due to the program's advanced language processing and speech recognition that is better able to answer a multitude of insurance-related questions."

Forms can be completed with Olivo in under 5 minutes. Want to see for yourself?

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