Maximizing portfolio performance
Can AI play a role in a highly regulated and compliant industry such as investment advisory or insurance? Is it possible to get performance summaries at a click or do a first level check on insurance policies?
These are just some of the challenges that Coforge sought to explore through two innovative solutions conceptualized and developed using Copilot: Advisor Copilot for capital markets and Underwriter Copilot for the insurers.
Supporting financial advisors
Coforge ‘Advisor Copilot’ supports financial advisors in asset and wealth management firms to access comprehensive fund information and performance data swiftly. This eliminates the need for timeconsuming searches across various tools, documents, and data sources. It seamlessly digests complex data and distills key insights to enhance service delivery to their investor clients.
Tailored for insurance carriers
Coforge ‘Underwriter Copilot’ tailored for insurance carriers, automates the pre-bind process with unparalleled accuracy and fidelity, liberating underwriters to concentrate on higher-order functions such as risk pricing and elevated customer service.
Underwriter Copilot introduces an extraordinary efficiency enhancement of more than 35% to the underwriting process and facilitates informed decision-making for players in the insurance industry. This strategic leap not only redefines operational excellence but also positions insurance professionals to navigate their roles with enhanced precision and agility in an ever-evolving market.
Sudhir Singh
Executive Director & CEO
Coforge
While we have been helping our clients in AI for over five years, we see an inflection point in the AI adoption cycle with the introduction of Azure OpenAI and the Copilot ecosystem. We are leveraging our deep industry strengths and customer partnerships in building industry-specific GenAI solutions on the Microsoft platform to drive transformation capabilities for our clients.
30%
increase in productivity using Advisor Copilot
35%
efficiency improvement using Underwriter Copilot
Coforge is a global digital services and solutions provider, that leverages emerging technologies and deep domain expertise to deliver real-world business impact for its clients.
More details at https://www.coforge.com
Cactus Communications
Cognizant