Hexaware’s Gen AI Solutions for Banking, Financial Services & Insurance

Hexaware offers a comprehensive suite of Generative AI solutions designed to accelerate digital transformation for BFSI organizations. These solutions help financial institutions drive intelligent automation, enhance operational efficiency, and deliver secure, scalable AI-powered experiences across customer engagement, compliance, and operations.

Solution Portfolio Overview

• Capital Fund Analyzer: Financial sales teams in capital markets & private banking often struggle to consolidate insights from fragmented sources like Excel, PDFs, web links, and Outlook. Capital Fund Analyzer uses Generative AI to ingest and interpret diverse inputs, generating client-ready market summaries, pitch decks, and intelligence reports. It enables faster go-to-market, reduces data integration time by 40%, and improves investor engagement and sales conversations by 30%
• Echo Docs: From loan agreements and credit memos to KYC files and regulatory disclosures, financial institutions manage document-heavy processes across lending, onboarding, and compliance. Echo Docs uses Gen AI with Retrieval-Augmented Generation to extract, summarize, and cite insights from structured and unstructured financial documents. This accelerates document review, reduces turnaround time, and improves audit readiness across regulatory reporting and risk operations.
• KB System: Disparate knowledge repositories across departments hinder consistent service delivery and regulatory alignment. KB System centralizes critical banking knowledge—SOPs, product features, compliance rules, onboarding guides—into a unified, AI-curated knowledge base. It supports faster agent training, ensures consistent customer communication, and improves operational efficiency across the enterprise.
• Legal Co-Pilot: Manual review of loan documents, contracts, SLAs, and compliance disclosures is time-consuming and error-prone, particularly in institutional banking and risk governance. Legal Co-Pilot streamlines clause comparison, redlining, and document validation aligned with banking regulations and audit frameworks. It improves turnaround time, enhances legal accuracy, and strengthens compliance posture across lending and corporate functions.
• Insurance Co-Pilot: Relationship managers and contact center agents often face delays in resolving queries related to savings, Demat, insurance, and investment accounts due to disjointed servicing workflows. Insurance Co-Pilot empowers agents with real-time, AI-driven responses drawn from core systems and product catalogs. This reduces response time by 40%, improves agent productivity by 15%, and enhances customer satisfaction by 30%.

Key Azure Services:
Azure OpenAI, Azure Cosmos DB, Azure AI Search, & Azure AI Document Intelligence

Business Benefits

• Faster decisions with real-time insights.
• Reduced costs through automation.
• Enhanced compliance and data protection.
• Improved customer experience with AI-driven services.

Outcome:
Tailored Proof of Concept (PoC) based on user requirements, with scope for full-scale solution implementation. The engagement also offers consultative guidance for use case discovery, prioritization, and roadmap planning.