Recent Blogs
The Contextual Insurance Agent: From First Notice of Loss to Customer Retention
3 MIN READ ℹ️ This is an innovation prototype that lives solely in Q Labs. Q Labs products are experimental and pre-roadmap, and as such, are for awareness and co-innovation interest only. Q Labs Status: Prototype & pre-roadmap In today's competitive insurance landscape, every customer interaction is a moment of truth. None is more critical than the claims experience, yet it remains the industry's greatest missed opportunity. By viewing claims purely as a cost centre, insurers fail to see the pivotal moments that can secure a customer's loyalty for life. The High-Value Blind Spot: When Claims and CRM Don't Talk The core of the problem lies in data silos, and this is precisely the gap Quantexa's Decision Intelligence Platform is designed to close. An insurer’s most critical data lives in two different worlds: claims processing happens in systems like Guidewire, while customer relationships are managed in platforms like Salesforce. By ingesting data from both, Quantexa uses powerful Entity Resolution and Network Generation to create a single, unified view of the customer. Without this contextual layer, the blind spot is immense. A claims handler sees an isolated auto policy in Guidewire, completely unaware that Quantexa’s network view reveals this individual is part of a high-value household representing millions in premiums. This is a missed opportunity to deliver the concierge-level service that builds loyalty and prevents churn. Bridging the Gap with Decision Intelligence To break down these walls, we’ve developed a prototype that demonstrates an end-to-end, context-aware workflow. This is made possible by our Quantexa Claims Accelerator, now available on the Guidewire Marketplace, which embeds real-time Decision Intelligence directly into the claims lifecycle. This integration creates the data bridge necessary for true contextual awareness. The Workflow in Action: From Claim to Context Our prototype showcases a new reality where previously disconnected systems work in concert to create a complete, contextualized picture. The flow begins with a single claim and branches out to reveal risk, opportunity, and the path to action. First Notice of Loss (FNOL): A complex, multi-vehicle claim is initiated in Guidewire. This is far from a routine incident; it involves our insured commercial client (Mark), another driver who is represented by legal counsel (Sarah), and a passenger in our client's vehicle (Vicki), reflecting a realistic and multi-faceted claims scenario from day one. Embedded Intelligence in Guidewire: Directly within the Guidewire interface, our embedded Decision Intelligence tab comes to life. Using Entity Resolution to connect data from the claim with wider internal and external data, it automatically surfaces three distinct insights: a high third-party fraud risk linked to Sarah, a potential litigation funding network connected to her legal firm, and a low first-party risk for our insured, Mark, flagging him for straight-through processing. The "White Glove" Opportunity: The most critical insight, however, is the "White Glove Intervention" alert. The system identifies that the passenger, Vicki, is not just a claimant but a director of a company with a major commercial policy currently under review with the underwriting team. Her claims experience is now directly linked to a high-value opportunity. From Insight to Agentic Action in Salesforce: Instead of relying on manual hand-offs, an AI agent is automatically triggered by the "White Glove" alert. The agent enriches the corresponding opportunity in Salesforce with the full claims context and notifies the relationship manager, providing them with the critical intelligence needed to deliver a concierge-level experience and maximize the likelihood of securing the new policy. The Result: A Proactive Customer Retention Engine By embedding context from Quantexa into core Guidewire and Salesforce workflows, this AI-powered process allows carriers to turn their claims department from a reactive cost centre into a proactive customer retention engine. It enables insurers to automatically identify the moments that matter, empower their teams with actionable intelligence, and ultimately protect and grow customer lifetime value. Get in touch This Contextual Insurance Agent is just one example of how Quantexa's Agent Gateway can empower a new generation of AI-driven business solutions. If you would like to hear more about this prototype or discuss how our platform can enhance your AI initiatives, please speak with your Quantexa Technology Account Partner (TAP).Agentic AI in Banking: Turning Fragmented Signals into Defensible Decisions
4 MIN READ ℹ️ This is an innovation prototype that lives solely in Q Labs. Q Labs products are experimental and pre-roadmap, and as such, are for awareness and co-innovation interest only. Q Labs Status: Prototype & pre-roadmap A New Gateway for Agentic AI Agentic AI is reshaping the enterprise, moving beyond simple automation to create intelligent systems that can reason, plan, and act. At Quantexa, we are developing a suite of AI agents that demonstrate how our Decision Intelligence Platform can unlock the full potential of this technology. The foundation of this is Quantexa's Agent Gateway, which manages distributed agent networks that connect AI agents to Quantexa's context-rich data and powerful analytics. This post is the latest in our series exploring these prototypes. It joins our previous articles on the Customer Intelligence (CI) Agent and the Insurance Agent. Today, we explore how AI agents can support the Banking Industry by both financial crime alert triage support and continuous due diligence (pKYC). FinCrime Agent: A Proactive Alert Triage Agent Financial institutions are challenged by the overwhelming volume of alerts generated by transaction monitoring systems, forcing Level 1 analysts into a time-consuming, manual process of evidence gathering across disparate systems. This not only creates significant operational overhead and high false-positive rates but also carries the risk of missing complex financial crime typologies. To combat this, we developed an AI-powered FinCrime Agent that automates and elevates foundational L1 investigations. The agent leverages Quantexa's dynamic Entity Resolution to build a contextual network view around an alerted entity, then executes automated, context-driven evidence gathering from a variety of disconnected sources. This provides the human analyst with a rich, pre-compiled investigative narrative and a defensible recommendation in minutes, ultimately allowing institutions to clear alert backlogs, improve the quality of escalations, and uncover previously undetectable risk networks. Banking Agent –Holistic Risk Assessment & Continuous Due Diligence Traditional KYC processes often create a static, point-in-time risk assessment that quickly becomes outdated. To build a truly effective and dynamic compliance framework, institutions must move towards a state of perpetual KYC, where a customer's risk profile is continuously evaluated across multiple dimensions. This requires breaking down the silos between compliance, credit risk, and commercial intelligence to see the full picture. To address this, we have developed a more comprehensive Banking Agent designed to function as a holistic risk-assessment engine. It automates the synthesis of three critical risk domains into a single, unified view, enabling a true risk-based approach across the entire customer lifecycle. The agent’s assessment is structured around: Financial Crime & Reputational Risk Screening: This forms the core of the compliance check, executing automated screening for adverse media, sanctions exposure, and PEP status against the entity and its UBOs to generate a clear compliance risk summary. Financial Stability & Creditworthiness: The agent analyzes payment behaviors and financial health data to assess creditworthiness. From a compliance standpoint, this provides critical insight into potential financial distress, a key risk indicator for fraud, bust-out schemes, or other illicit activities. Commercial Profile & Growth Rationale: The agent assesses the entity's market position and growth signals to validate its "Nature and Purpose." This is fundamental to KYC, as it helps determine if the customer's activity is legitimate and consistent with their stated business, or if rapid, unexplained growth signals a higher risk profile. By integrating these three pillars, the agent produces a consolidated risk recommendation, providing a defensible basis for decisions across onboarding, periodic reviews, and event-driven triggers. This allows institutions to move beyond simple alert triage and create a truly holistic Customer Risk Profile. How They Work: Agent Gateway in Action The Banking Agents connect through Agent Gateway to a curated set of tools essential for the two flows: Quantexa: For Entity Resolution, Network Generation, and graph-based analytics. News: For searching global premium news and media. Web & Public Records: For searching the open web and official registries like Companies House. Credit Rating Data: For assessing financial stability through payment history and credit risk warnings. Financial Crime Alerts: For financial crime alert information about relevant companies, including suspicious activity and risk indicators. Salesforce: Retrieving and updating information on Accounts, Contacts, Products, and creating new Leads and Opportunities. The project is built on Vercel’s open-source Chat SDK, providing a familiar, ChatGPT-like experience that can be integrated with multiple LLM providers. Get in touch The Banking Agents are another powerful demonstration of how Quantexa's Agent Gateway can create highly effective, specialised AI solutions for complex business challenges. If you would like to hear more about this prototype or discuss how our platform can enhance your organization's AI strategy, please speak with your Quantexa Technology Account Partner (TAP).From Insight to Action: Prototyping a Customer Intelligence Agent with Agentic AI
3 MIN READ This is an innovation prototype that lives solely in Q Labs. Q Labs products are experimental and pre-roadmap, as such they are for awareness and co-innovation interest only. Q Labs Status: Prototype & pre-roadmap Background Agentic AI is the next frontier in artificial intelligence and has huge potential to transform organisations. While generative AI excels at creating content, agentic AI is about doing. It combines the reasoning power of Large Language Models (LLMs) with the ability to execute tasks, taking automation and human-computer collaboration to the next level. These autonomous systems can plan, act, and adapt to achieve complex goals with minimal human supervision. Quantexa is in a unique position to unlock and accelerate the value of this technology. For agentic AI to be effective, it requires high-quality, context-rich data to make reliable decisions. This is where our Decision Intelligence Platform provides a critical advantage. By creating a trusted data foundation through our world-class entity resolution and knowledge graphs, we provide the essential context that AI agents need to act with confidence. Ultimately allowing us to coordinate across multiple disparate systems. As such, Quantexa is currently exploring a wide variety of agentic use cases. This particular prototype focuses on the world of sales and customer relationship management, allowing us to test and demonstrate the technical capabilities Quantexa can bring to multi-system collaboration. The Challenge for Relationship Managers In today's data-driven world, Customer Intelligence (CI) is paramount. Relationship Managers (RMs) are expected to have a deep, 360-degree understanding of their clients to identify risks, spot opportunities, and provide exceptional service. However, the information they need is often locked away in disconnected systems—CRM platforms like Salesforce, internal databases, news feeds, and public registries. RMs spend countless hours manually gathering and piecing together this information, a process that is both inefficient and prone to missing crucial insights. Use Case: A Proactive Customer Intelligence Agent Imagine an AI assistant that eliminates this manual effort. Our prototype Customer Intelligence (CI) Agent is designed to be just that: a proactive partner for RMs. This agent can be tasked with open-ended goals, such as “provide product recommendations for company X” or " Summarise latest engagements with HSBC and point out latest investment opportunities? ". The agent then autonomously plans and executes a series of tasks to gather the necessary intelligence, using Quantexa as the source of contextual insights and glue to connect across systems, enabling the delivery of comprehensive responses for the RM. How It Works This CI Agent demonstrates the power of an AI agent backed by Quantexa, which acts as both a data-and-context engine and a suite of analytical tools. The agent, which is LLM-agnostic, is integrated with a full-stack chat application and has access to a range of tools to accomplish its goals. These tools include: Salesforce: Retrieving and updating information on Accounts, Contacts, Products, and creating new Leads and Opportunities. Quantexa: Leveraging our platform’s powerful search and graph expansion capabilities to uncover hidden relationships, risks and opportunities. News & Web Search: Searching the public web and premium news sources for the latest information on companies and people of interest. Companies House: Retrieving official information on UK-based companies to verify details and understand corporate structures. The project is built on Vercel’s open-source Chat SDK, providing a familiar, ChatGPT-like experience that can be integrated with multiple LLM providers. In the demo we can see the agent identifying opportunities for a particular company, Quantexa – but in reality, this could also be uncovering insights and taking action across a cohort of customers e.g. “identify customers in my portfolio that would benefit from our new Invoice Finance product”. The Benefits The importance of this project is in showing the great reach of what can be achieved using an AI agent backed by Quantexa both as a data glue as well as a set of investigation tools alongside other software products like Salesforce. Reduce manual effort and allow relationship managers to focus on proactive, personalized engagement with clients Accelerate revenue growth by automatically identifying signals for needs for products and services and driving timely outreach Enhance client experience by providing tailored service Get in touch If you would like to hear more about this CI Agent, or discuss how Quantexa’s Decision Intelligence platform can enhance your own AI agents, please get in touch. We are actively exploring different options for how to take this prototype forward and are excited to collaborate with partners and customers on this journey.
