--- title: Empowering intermediaries with conversational process automation description: Intermediaries are under pressure to know the relevant information about their clients' history to maximise their interactions when talking to them image: https://www.spixii.com/hubfs/AdobeStock_127701367.jpeg --- ![outline_person_white_24dp](https://www.spixii.com/hs-fs/hubfs/outline_person_white_24dp.png?width=17&height=17&name=outline_person_white_24dp.png "outline_person_white_24dp") [**LOG IN** ](https://ue.prod.app.spixii.ai/cxd/web/#/workspace) CONTACT US [**CONTACT US** ](https://www.spixii.com/contact-us) [**SUBSCRIBE TO NEWSLETTER** ](https://www.spixii.com/subscribe-newsletter) [**GET WHITE PAPER** ](https://www.spixii.com/white-paper) [**GET eBOOK** ](https://www.spixii.com/ebook) [![](https://www.spixii.com/hubfs/Assets_Mar2018/logo_white.svg)](https://www.spixii.com) [**GET STARTED** ](https://www.spixii.com/get-a-demo) - [Conversational Process Automation](https://www.spixii.com/blog/topic/conversational-process-automation) ## [The Goldilocks Problem: GenAI Risk Appetite in Healthcare](https://www.spixii.com/blog/the-goldilocks-problem-genai-risk-appetite-in-healthcare) **The Spixii Marketing Team** | Jul 6, 2026 10:12:45 PM   4 min read - [Conversational Process Automation](https://www.spixii.com/blog/topic/conversational-process-automation) ### [Empowering intermediaries with conversational process automation](https://www.spixii.com/blog/empowering-intermediaries-with-conversational-process-automation) - [**](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.spixii.com%2Fblog%2Fempowering-intermediaries-with-conversational-process-automation) - [**](https://www.twitter.com/share?url=https%3A%2F%2Fwww.spixii.com%2Fblog%2Fempowering-intermediaries-with-conversational-process-automation) - [**](http://www.linkedin.com/shareArticle?mini=true&url=https://www.spixii.com/blog/empowering-intermediaries-with-conversational-process-automation) [All Posts](https://www.spixii.com/new_blog) # Empowering intermediaries with conversational process automation - [Tweet](https://twitter.com/share) 3 min read Intermediaries such as financial advisers and brokers are often the first point of contact for banking, wealth, life and retirement products, especially when purchasing a new product or adding a new one. Yet, with growing client bases in an ever more complex world, the intermediaries are under increasing pressure to know the relevant information about their clients' history and need to maximise their interactions when talking to them. Customer Relationship Management systems (CRM) should contain all this information. Still, such systems are complex to deploy and keeping the data up to date is difficult, let alone user-friendly. An alternative yet complementary approach is to use conversational process automation. With a simple-to-use chatbot interface, intermediaries can run at the tip of a finger specific processes that query the core systems that fetch valuable information about their customers when needed. Let’s explore how to create more value for financial product providers and their customers. **Empowering distribution to fuel growth![BCG Bionic Distribution](https://lh4.googleusercontent.com/_VJIp_8qpL0rn9fG7lLq90zGDB6j9YSbj3GkeUI1zxCxplpnrSS7AEnFEgIe-QJ4_JL41SV_Y_--pD_RdDV30kVvTeiMwdAmttkcsYs_fTl32ewJDkl8mW0lmVBmZzYar8EHDpG8yop7pt0GoofBRNcnZw=s2048)** True self-serve are initially created to help the end customers get quotes and change their financial products directly themselves and online. For complex financial products, intermediaries remain the preferred point of contact. Self-serve solutions can be configured for the needs of intermediaries and can offer different capabilities than the ones presented to end customers. Equipping humans with automation is sometimes called hybrid operations, and in the case of life insurance, BCG defines it as Bionic Distribution. For us, this is another term to empower intermediaries with relevant information about their customers just before meeting them. ## Automation, data access, and delivery convenience ranks 1st Improving the user experience benefits all parties, the customers or policyholders for the service during the policy and the intermediaries during the distribution. In the report from Reuters on Transforming customer experience with chatbots, respondents also noted that reducing operational costs was a significant objective for using such technologies. We can easily see that a customer service agent will spend dozens of minutes navigating between systems to find, key in information and validate the changes. ![Top 5 Success criteria applied to chatbots](https://lh6.googleusercontent.com/oXbrCFREpleiA_8ySvSEG0qPfXwY5BkCQUvaIJnyCfFNsfuz9Qct8DpY-_ObrkBciVQIKR-WJx9O67qOIrcvt-zAHXxe4R8jfzTVvCZ59vEE9-ItOLqNpj55eyAgdq9i09ozu2pGbaXqyoBnkHpo5DuXEQ=s2048) The main success criteria are the ability of chatbots to automate, access data and deliver information in a context. Accessing data from core systems will improve the user experience and reduce the cost of operations to execute such tasks. At Spixii, we firmly believe that a good user experience is delivered by the fast execution of tasks that bring value to the end user ## Example of forward-looking insights Looking at past data immediately before the clients provides excellent help for intermediaries, but what if we could empower them to be a step ahead of their clients by simulating their life events? By integrating the forecasting expert platform OutRank® from Kidbrooke®, the joint proposition can offer a conversational process to intermediaries and customer service agents to simulate the impact on their clients' portfolios for future life events such as buying a flat.![Spixii Kidbrooke Investment Guidance Chatbot conversational path](https://lh3.googleusercontent.com/aFX6UASXFNk1HGMzbEGO3XszkatJS_n7TQDVGuDLN9y0rQL5atKYKGBUljCGU2Z4tSqOqQ5p48YhlXzQH-9uglHa8AWQZMTYR6LpWuXNr87TM-kSz5z7T_ajWI7YD8sH2xtJs3vFcCRaG6h4xTJ538kugQ=s2048) Providing seamless analytics for trusted conversations, Kidbrooke® has a track record in forecasting pension funds with a range of scenarios. Such simulations can now be accessed by intermediaries and** take conversations with their customers to the next level**. Fully white-labelled, such conversational processes can be tailored to each financial adviser and the company's brand on its website. You can learn more by watching this video [![Spixii Kidbrooke - Investment Guidance Chatbot video demo](https://www.spixii.com/hubfs/Screenshot%202023-01-10%20at%2011-30-03-png.png)](https://www.youtube.com/watch?v=n3Ybj14slIA) ## Conclusion At the crossroads of spiralling inflation increasing the costs of operations and customer expectations asking for immediate answers, it becomes a critical differentiating factor for financial products providers to serve their clients better by empowering their intermediaries with modern tools and allowing their customers to self-serve directly for everyday tasks. Conversational Process Automation can help intermediaries know relevant information about their customers before talking to them. Having the proper knowledge enables intermediaries to be more prepared and unlock value for their customers. The same point is also valid for customer service operations when the average phone conversation lasts 20 minutes. Any improvements in executing operational tasks can shift the focus to delivering additional service. Through the wise use of such automation tools, financial product providers such as life insurers can grow sustainably while giving the best customer experience to their existing and new customers. ![AdobeStock_89110010](https://www.spixii.com/hs-fs/hubfs/AdobeStock_89110010.jpeg?width=5616&height=3744&name=AdobeStock_89110010.jpeg)Recent Posts - [Conversational Process Automation](https://www.spixii.com/blog/topic/conversational-process-automation) ## [The Goldilocks Problem: GenAI Risk Appetite in Healthcare](https://www.spixii.com/blog/the-goldilocks-problem-genai-risk-appetite-in-healthcare) #### 4 min read In healthcare, GenAI has a Goldilocks problem. On one side of the system, it is recklessly hot, inflating hospital bills by billions. On th... [Read more](https://www.spixii.com/blog/the-goldilocks-problem-genai-risk-appetite-in-healthcare) - [Conversational Process Automation](https://www.spixii.com/blog/topic/conversational-process-automation) ## [The Real Cost of GenAI Tokens](https://www.spixii.com/blog/the-real-cost-of-genai-tokens) #### 4 min read Every day, thousands of businesses rent a Ferrari for the price of a Fiat. They just have not seen the real invoice yet. The subsidised era... [Read more](https://www.spixii.com/blog/the-real-cost-of-genai-tokens) - [Conversational Process Automation](https://www.spixii.com/blog/topic/conversational-process-automation) ## [Not All AI Thinks the Same: The Case for Deterministic AI in Regulated Industries](https://www.spixii.com/blog/not-all-ai-thinks-the-same-the-case-for-deterministic-ai-in-regulated-industries) #### 4 min read When most people hear the word AI today, they picture a chatbot. They think of ChatGPT answering a question, Claude drafting a document, or... [Read more](https://www.spixii.com/blog/not-all-ai-thinks-the-same-the-case-for-deterministic-ai-in-regulated-industries) - [Conversational Process Automation](https://www.spixii.com/blog/topic/conversational-process-automation) ## [AI in Regulated Services: Fast Wins or Targeted Transformation?](https://www.spixii.com/blog/ai-in-regulated-services-fast-wins-or-targeted-transformation) #### 4 min read Every regulated business is under the same pressure: do more, with less, without taking on more risk. AI promises to solve all three at onc... [Read more](https://www.spixii.com/blog/ai-in-regulated-services-fast-wins-or-targeted-transformation) [![2026 Spixii white-paper - Automation with Certainty for Regulated Businesses](https://www.spixii.com/hs-fs/hubfs/2026%20Spixii%20white-paper%20-%20Automation%20with%20Certainty%20for%20Regulated%20Businesses.png?width=732&height=843&name=2026%20Spixii%20white-paper%20-%20Automation%20with%20Certainty%20for%20Regulated%20Businesses.png "2026 Spixii white-paper - Automation with Certainty for Regulated Businesses")](https://www.spixii.com/white-paper) ### [Download your FREE Spixii White Paper copy](https://www.spixii.com/white-paper) Unlock the full potential of AI and automation in regulated insurance by downloading our white paper, which provides actionable insights for 2026: - Discover how to embed automation while ensuring 100% compliance and deterministic decision-making - Learn strategies to increase operational margin, speed of transaction, and customer trust - Understand how risk-aware innovation can drive sustainable growth and competitive advantage [ Grab your FREE copy ➡ ](https://www.spixii.com/white-paper) ![](https://cdn2.hubspot.net/hub/2558854/hubfs/DreamPack/letter%20Icon.png?t=1496817989590&width=86&name=letter%20Icon.png) ## Subscribe to Spixii Newsletter Through blogs and dedicated content, we share insights on insurance digital transformation on a monthly basis! [**Subscribe now 🠮**](https://www.spixii.com/subscribe-newsletter) ### **Platform** ### **Regulated Processes** ### **Resources** ### **Company** ### **Connect with us** - [![](https://www.spixii.com/hubfs/Assets_Mar2018/socials_linkedin.svg)](https://www.linkedin.com/company/spixii) - [![](https://www.spixii.com/hubfs/Assets_Mar2018/socials_youtube.svg)](https://www.youtube.com/channel/UCiLByQVaMZ0RRm3XYgUTSXg) - [![email white icon](https://www.spixii.com/hubfs/Assets_Mar2018/socials_email.svg)](mailto:info@spixii.com) - [![](https://www.spixii.com/hubfs/Assets_Mar2018/socials_twitter.svg)](https://twitter.com/spixii_bot) ##### 14 East Bay Lane London, United Kingdom, E15 2GW ##### [Contact Us](https://www.spixii.com/contact-us) ##### [Privacy policy](https://www.spixii.com/privacy-policy) --- **What is Spixii?** Spixii is a Conversational Process Automation platform enabling regulated businesses to offer 24/7 self-service, 100% compliant. Focused on high-value processes that can't be automated using web forms or GenAI, Spixii bridges this gap with a unique platform designed with an expert systems approach. Spixii is recognised by Gartner and Forrester and is certified ISO 27 001:2022 for information security and management. --- [![](https://www.spixii.com/hubfs/WebAssets/logo_white.svg)](https://www.spixii.com/) ###### Copyright Spixii® 2016–2026 All rights reserved.