Turn BFSI Operations Into a Self-Driving System
Beacon’s enterprise AI layer turns your complex, compliance-heavy BFSI platforms into intelligent, self-serve systems. Accelerate customer onboarding, automate high-stakes workflows, and resolve 70–80% of support queries — without touching your backend.
The Operational Friction Costing BFSI Millions
Lengthy KYC, document validation, and approval cycles slow down new account or policy activations.
Delayed Customer Onboarding
Teams spend hours reconciling data, validating workflows, and handling exception cases — increasing cost and audit risk.
Manual Operations & Compliance Work
High Volume of Support Queries
Repetitive L1 queries like “Where’s my statement?” or “Why was my claim rejected?” flood your channels and slow resolution times.
Siloed Platforms & Workflow Breaks
Switching between CRM, core banking/insurance systems, and support tools increases TAT, reduces productivity, and creates context gaps.
How Beacon Turns Friction Into Velocity
Beacon sits above your BFSI platforms without any APIs or integrations required, and becomes your operational AI layer. It observes interfaces, learns flows, and executes actions like an expert.
AI-Powered Acquisition and Onboarding
Accelerate sign-ups and onboarding with guided, intelligent workflows
Automate sign ups and onboarding by matching customers to the right product, validating documents, and streamlining KYC. Agents and customers get instant guidance for faster activation and higher conversion—saving ops teams hours weekly.
L1–L3 Support Deflection Engine
Resolve 70–80% of tickets inside the product—without manual effort
From account login issues to claim status checks or policy clarifications, Beacon resolves queries in real time. For escalations, it passes complete context to human agents—cutting resolution time by 60%.
Intelligent Workflow Automation
Orchestrate complex ops across lending, insurance, compliance, and CX
Beacon maps your UI, config rules, and field logic to automate everything from claim routing to policy renewals to approval cycles. No code. No switching tabs. No delays.
Embedded Compliance & Audit Intelligence
Surface alerts, automate logs, and reduce risk—all within daily operations
Beacon tracks decisions, flags anomalies, and enables users to generate audit-ready logs on demand. You stay compliant while reducing manual tracking effort across teams.
Self-Service Analytics & Compliance
Enable clients to generate insights and maintain compliance without your intervention
Natural language querying allows clients to generate reports, track compliance metrics, and analyze workforce trends independently. Automated audit trails and compliance monitoring reduce regulatory risks and support overhead.
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