Swiss Life France – AIDA Voice Assistant
Agingby Swiss Life (France) · Primary insurer
Market unit: FR
AIDA is a B2B voice assistant with which Swiss Life France's mobile sales advisors query customer information, marketing scores, appointments, and nearby customers hands-free using natural language. Built by Quantmetry on Google Cloud (Dialogflow, Cloud Speech-to-Text for French, GKE). From PoC to MVP in ~3 months; advisors use it around 10×/day. An internal, advisor-facing productivity assistant. International market unit of the Swiss-domiciled Swiss Life Group.
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AI capability and maturity
AI capability level
Capability Maturity Score (CMS)
4 / 6
Business Adoption Score (BAS)
4 / 6
AI Development Index (ADI)
16 / 36
Business context
- Purpose of use
Help advisors recommend suitable pension products faster.
- Value chain steps
- Marketing and distributionCustomer service
- Insurance branches
- Individual life insurance
- Application scope
- Both
- Business criticality
- Business operational
- Country or market unit
- FR
Value and impact
- Added value category
- Revenue increaseCustomer experience improvement
- Added value estimation
Improves cross-sell conversion on pillar 3a products.
- Time to value (months)
- 7
- Competitive advantage gain
Tight integration with Swiss pension regulation logic.
- Quality gain
More relevant recommendations increase advisor productivity.
Technical details
- AI category
- Natural language processingConversational AI
- AI platform provider
- Google Cloud Vertex AI
- Cloud provider
- Google Cloud Platform
- Technology stack
- Vertex AIBigQuery
- Interfaces used
Advisor portal embedding
- Architectural insights
Hybrid recommender combining collaborative filtering with rule-based eligibility.
- Automation level
- 2/5
- Estimated IT difficulty
- 3/5
Compliance and governance
- EU AI Act risk category
- Limited risk
- EU AI Act role
- Deployer
- Relevant policies
- Swiss Federal Act on Data ProtectionFINMA guidelines
- Responsibilities
Advisory compliance team validates recommendation rules.
- Data used
Customer profiles, product catalogue, anonymised savings behaviour.
Metadata
- Development type
- Scaled application
- Go-live date
- Jan 15, 2025
- Estimated number of users
- 25,000
- License model
- Software as a service
- Original source
- https://cloud.google.com/customers/swiss-life
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