# Prepare financial services workflows around evidence and review

Explore source-aware case preparation and internal knowledge workflows for financial services and insurance teams.

Canonical: https://aroai.com/industries/financial-services/

## Support the work around the decision

AI can help organise approved case material, retrieve internal policy and draft a hand-off. Keep lending, underwriting, claims and advice decisions with authorised people and governed systems.

## High-value workflow ideas

- **Policy and product retrieval**: Find current organisation-approved policy with version, scope and source visible.
- **Case-file preparation**: Organise approved documents, evidence gaps and questions for an authorised case reviewer.
- **Claims or service triage**: Prepare a routing summary from permitted information and leave the decision and action to the responsible role.

## The context that takes time to get right

Product terms, decision authority, evidence standards, model-risk controls, privacy, identity and audit records require careful mapping. Validate data rights and sector obligations for the exact jurisdiction and use.

## Availability

Financial-services system connectors, decision-support tools and sector skills are coming soon. No financial product, credit, insurance or investment decision is made by the current MCP catalog.