# Finance and insurance: software, AI and automation

> DevRaxo builds document processing, secure client portals, call analytics, CRM automation and human-in-the-loop review workflows for brokers, advisers and accountants. Systems keep an audit trail, require human approval on consequential decisions, and are configured to your compliance obligations.

- For: Brokers, advisers, insurers and accountants
- Page: https://devraxo.com/industries/finance-and-insurance/

## The problems
- **Document intake is slow.** Policy documents, statements and forms are retyped before anyone can advise.
- **Compliance needs evidence.** Regulators expect to see what was said, who approved it and when.
- **Follow-up is inconsistent.** Renewals and review meetings depend on individual advisers’ diaries.

## What we build
- **Extract and check** ([Document and invoice processing](https://devraxo.com/services/ai/document-and-invoice-processing/), from £1,500): Key fields pulled from documents and validated, with exceptions reviewed by a person.
- **Evidence on every call** ([Call analytics and QA](https://devraxo.com/services/voice/call-analytics-and-qa/), from £990): Transcripts, summaries and checks against your required wording.
- **Secure client area** ([Client portals](https://devraxo.com/services/web/client-portals/), from £2,400): Documents, e-signature and status in one login.
- **Never miss a renewal** ([Sales pipeline automation](https://devraxo.com/services/crm/sales-pipeline-automation/), from £1,400): Automated reminders and tasks ahead of every renewal and review.

## Questions
### Do you give regulated advice?
No. Our systems prepare, record and route. Regulated decisions stay with authorised people, and we design every consequential step to require their approval.

### Is there an audit trail?
Yes. Every automated action and every human approval is logged with who, what and when.

### Do you hold financial certifications?
We make no certification claims. We build to your requirements, document the controls and can work within your compliance process.