{"id":4691,"date":"2025-10-03T21:25:45","date_gmt":"2025-10-03T21:25:45","guid":{"rendered":"https:\/\/koiosintelligence.ca\/?page_id=4691"},"modified":"2026-03-23T16:44:22","modified_gmt":"2026-03-23T16:44:22","slug":"financial-services","status":"publish","type":"page","link":"https:\/\/koiosintelligence.ca\/fr\/products\/financial-services\/","title":{"rendered":"Services financiers"},"content":{"rendered":"

Risk assessment virtual agents for financial services<\/h2>\n<\/div>

Processes that require sensitivity and compliance benefit from Olivo<\/span>, autonomous agents trained for the financial industry. Streamline client intake, support, and qualification while ensuring accuracy and regulatory compliance.<\/p><\/div><\/div><\/div>

Personal and commercial loans workflows<\/h2>\n<\/div>

We make information collection easy. Whether it's for personal or commercial loan, Olivo<\/span> can intake clients via web or phone in 40+ languages.<\/h5><\/p><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>

24\/7 customer support<\/h2>\n<\/div>

Clients can ask questions about applications anytime, freeing your team to focus on high-value tasks and decision-making.<\/h5><\/p><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>

Qualification<\/h2>\n<\/div>

Olivo <\/span>flags submissions that may not meet your business criteria. Don't waste time manually screening clients. Olivo<\/span> ensures only qualified leads progress.<\/h5><\/p><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>
<\/div>

Proven benefits across the insurance value chain<\/span><\/h3>\n<\/div>
0<\/span>%<\/span><\/div>
agent transfer rate<\/div><\/div><\/div>
0<\/span>%<\/span><\/div>
average of full quote processes completed through Olivo<\/div><\/div><\/div>
0<\/span>%<\/span><\/div>
of queries handled without human intervention<\/div><\/div><\/div><\/div><\/div><\/div><\/div>
<\/div>
<\/div><\/div><\/div><\/div><\/div>
<\/div>

Designed for risk management workflows<\/h2>\n<\/div>

Olivo <\/span> comes pre-configured for financial services, ensuring smooth adoption and compliance.<\/p><\/div>

<\/div><\/div><\/div>
<\/i>

Integrated with<\/span> management systems, scheduling softwares, and maps for address validation<\/span><\/p><\/div>

<\/div><\/div><\/div>
<\/i>

Omnichannel support 24\/7 allows clients to contact Olivo via web, phone, and apps like WhatsApp<\/span><\/p><\/div>

<\/div><\/div><\/div>
<\/i>

Smart Form UI accelerates information intake for traditional clients<\/span><\/p><\/div>

<\/div><\/div><\/div>
<\/i>

White label branding and hosting <\/span>ensures full customization of client UI and databases<\/span><\/p><\/div>

<\/div><\/div><\/div>
<\/i>

Intelligent alerts<\/span> flag data entries based on your policies and industry standards<\/span><\/p><\/div>

<\/div><\/div><\/div>
<\/i>

Security through role-based access, audit logs, and <\/span>GDPR\/HIPAA\/AMF compliance<\/p><\/div>

<\/div><\/div><\/div><\/div>
<\/div><\/div><\/div>
REQUEST A DEMO<\/span><\/i><\/a><\/div>
<\/div><\/div><\/div><\/div><\/div>

Why brokers and agents choose Olivo<\/span><\/h2>\n<\/div>

Trusted by insurance professionals.<\/p><\/p><\/div><\/div><\/div>

<\/span><\/div><\/div><\/div><\/div><\/div>

Maryse Fernandes<\/p><\/div>

CHRP, Partner and Vice President, Client Contact Center and Organizational Development, Univesta<\/div><\/div>

\u201c[...] By leveraging Olivo\u2019s specialized insurance AI capabilities, we enable our brokers to fully dedicate themselves to their advisory role, while enriching the experience for both clients and teams.\u201d<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\n

<\/span><\/div><\/div><\/div><\/div><\/div>

Bruno Fortin<\/p><\/div>

President, J. G\u00e9rard Fortin<\/div><\/div>

\u201cSince 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...\"<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\n

<\/span><\/div><\/div><\/div><\/div><\/div>

Fran\u00e7ois Gagn\u00e9<\/p><\/div>

Managing Director and EOS Integrator, Assurancia Groupe Tardif<\/div><\/div>

\u201cOlivo is the new generation of virtual assistant for brokers: a customer-centric tool that makes every transaction simple and seamless.\u201d<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\n

<\/span><\/div><\/div><\/div><\/div><\/div>

Steve Whitelaw<\/p><\/div>

VP and General Manager, Applied Systems Canada<\/div><\/div>

\u201cAccess to AI through Ko\u00efos 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.\u201d<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\n<\/div>

<\/i><\/div>
<\/i><\/div><\/div><\/div><\/div><\/div><\/div>
<\/div>

<\/h2>\n

Forms<\/span> can be completed with Olivo <\/span> in under 5 minutes.<\/span> Want to see for yourself?<\/h2>\n<\/div>
REQUEST DEMO<\/span><\/i><\/a><\/div>
<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":7,"featured_media":6041,"parent":287,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-4691","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nP&C Personal Insurance AI | Automate Claims, Support, and More<\/title>\n<meta name=\"description\" content=\"Save time with Olivo, a AI agent is designed for property and casualty (P&C) personal insurance. From pets to boats, we've got you covered.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/koiosintelligence.ca\/fr\/products\/financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ko\u00efos Intelligence\" \/>\n<meta property=\"og:description\" content=\"Founded in 2017, Ko\u00efos Intelligence\u2019s mission is to power the financial industry with the next generation of intelligent and customized systems that are supported by AI, statistics, and operational research. Combining the knowledge of their lead experts in finance and in AI, Ko\u00efos is developing new technologies that redefines the insurance and financial sector and improves customer experience. The fast growing Montreal based firm has developed many projects in collaboration with large financial institutions in Canada, Quebec, Europe, Middle East and North Africa and is currently leading the AI aspect of Bizerte\u2019 smart city challenge.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/koiosintelligence.ca\/fr\/products\/financial-services\/\" \/>\n<meta property=\"og:site_name\" content=\"Ko\u00efos Intelligence\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-23T16:44:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/koiosintelligence.ca\/wp-content\/uploads\/2022\/09\/cropped-Koios-small-logo-Favicon-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"512\" \/>\n\t<meta property=\"og:image:height\" content=\"512\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimation du temps de lecture\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/financial-services\\\/\",\"url\":\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/financial-services\\\/\",\"name\":\"P&C Personal Insurance AI | Automate Claims, Support, and More\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/koiosintelligence.ca\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/financial-services\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/financial-services\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/koiosintelligence.ca\\\/wp-content\\\/uploads\\\/2025\\\/11\\\/happy-woman-talking-receptionist-while-arriving-spa-scaled.jpg\",\"datePublished\":\"2025-10-03T21:25:45+00:00\",\"dateModified\":\"2026-03-23T16:44:22+00:00\",\"description\":\"Save time with Olivo, a AI agent is designed for property and casualty (P&C) personal insurance. From pets to boats, we've got you covered.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/financial-services\\\/#breadcrumb\"},\"inLanguage\":\"fr-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/financial-services\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-CA\",\"@id\":\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/financial-services\\\/#primaryimage\",\"url\":\"https:\\\/\\\/koiosintelligence.ca\\\/wp-content\\\/uploads\\\/2025\\\/11\\\/happy-woman-talking-receptionist-while-arriving-spa-scaled.jpg\",\"contentUrl\":\"https:\\\/\\\/koiosintelligence.ca\\\/wp-content\\\/uploads\\\/2025\\\/11\\\/happy-woman-talking-receptionist-while-arriving-spa-scaled.jpg\",\"width\":2560,\"height\":1707,\"caption\":\"Young happy woman checking in health spa and communicating with a receptionist.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/financial-services\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/koiosintelligence.ca\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Platform\",\"item\":\"https:\\\/\\\/koiosintelligence.ca\\\/products\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Financial Services\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/koiosintelligence.ca\\\/#website\",\"url\":\"https:\\\/\\\/koiosintelligence.ca\\\/\",\"name\":\"Ko\u00efos Intelligence\",\"description\":\"Delivering the next generation of intelligent systems for finance and insurance\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/koiosintelligence.ca\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-CA\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"P&C Personal Insurance AI | Automate Claims, Support, and More","description":"Save time with Olivo, a AI agent is designed for property and casualty (P&C) personal insurance. From pets to boats, we've got you covered.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/koiosintelligence.ca\/fr\/products\/financial-services\/","og_locale":"fr_CA","og_type":"article","og_title":"Ko\u00efos Intelligence","og_description":"Founded in 2017, Ko\u00efos Intelligence\u2019s mission is to power the financial industry with the next generation of intelligent and customized systems that are supported by AI, statistics, and operational research. Combining the knowledge of their lead experts in finance and in AI, Ko\u00efos is developing new technologies that redefines the insurance and financial sector and improves customer experience. The fast growing Montreal based firm has developed many projects in collaboration with large financial institutions in Canada, Quebec, Europe, Middle East and North Africa and is currently leading the AI aspect of Bizerte\u2019 smart city challenge.","og_url":"https:\/\/koiosintelligence.ca\/fr\/products\/financial-services\/","og_site_name":"Ko\u00efos Intelligence","article_modified_time":"2026-03-23T16:44:22+00:00","og_image":[{"width":512,"height":512,"url":"https:\/\/koiosintelligence.ca\/wp-content\/uploads\/2022\/09\/cropped-Koios-small-logo-Favicon-2.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Estimation du temps de lecture":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/koiosintelligence.ca\/products\/financial-services\/","url":"https:\/\/koiosintelligence.ca\/products\/financial-services\/","name":"P&C Personal Insurance AI | Automate Claims, Support, and More","isPartOf":{"@id":"https:\/\/koiosintelligence.ca\/#website"},"primaryImageOfPage":{"@id":"https:\/\/koiosintelligence.ca\/products\/financial-services\/#primaryimage"},"image":{"@id":"https:\/\/koiosintelligence.ca\/products\/financial-services\/#primaryimage"},"thumbnailUrl":"https:\/\/koiosintelligence.ca\/wp-content\/uploads\/2025\/11\/happy-woman-talking-receptionist-while-arriving-spa-scaled.jpg","datePublished":"2025-10-03T21:25:45+00:00","dateModified":"2026-03-23T16:44:22+00:00","description":"Save time with Olivo, a AI agent is designed for property and casualty (P&C) personal insurance. From pets to boats, we've got you covered.","breadcrumb":{"@id":"https:\/\/koiosintelligence.ca\/products\/financial-services\/#breadcrumb"},"inLanguage":"fr-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/koiosintelligence.ca\/products\/financial-services\/"]}]},{"@type":"ImageObject","inLanguage":"fr-CA","@id":"https:\/\/koiosintelligence.ca\/products\/financial-services\/#primaryimage","url":"https:\/\/koiosintelligence.ca\/wp-content\/uploads\/2025\/11\/happy-woman-talking-receptionist-while-arriving-spa-scaled.jpg","contentUrl":"https:\/\/koiosintelligence.ca\/wp-content\/uploads\/2025\/11\/happy-woman-talking-receptionist-while-arriving-spa-scaled.jpg","width":2560,"height":1707,"caption":"Young happy woman checking in health spa and communicating with a receptionist."},{"@type":"BreadcrumbList","@id":"https:\/\/koiosintelligence.ca\/products\/financial-services\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/koiosintelligence.ca\/"},{"@type":"ListItem","position":2,"name":"Platform","item":"https:\/\/koiosintelligence.ca\/products\/"},{"@type":"ListItem","position":3,"name":"Financial Services"}]},{"@type":"WebSite","@id":"https:\/\/koiosintelligence.ca\/#website","url":"https:\/\/koiosintelligence.ca\/","name":"Ko\u00efos Intelligence","description":"Delivering the next generation of intelligent systems for finance and insurance","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/koiosintelligence.ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-CA"}]}},"_links":{"self":[{"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/pages\/4691","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/comments?post=4691"}],"version-history":[{"count":23,"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/pages\/4691\/revisions"}],"predecessor-version":[{"id":23049,"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/pages\/4691\/revisions\/23049"}],"up":[{"embeddable":true,"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/pages\/287"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/media\/6041"}],"wp:attachment":[{"href":"https:\/\/koiosintelligence.ca\/fr\/wp-json\/wp\/v2\/media?parent=4691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}