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Swiss Life France – AIDA Voice Assistant

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by Swiss Life (France) · Primary insurer

Market unit: FR

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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.

Natural language processingConversational AIIndividual life insurance

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AI capability and maturity

AI capability level

UnderstandGenerateReasonDecideActCollaborate

Capability Maturity Score (CMS)

4 / 6

Business Adoption Score (BAS)

4 / 6

AI Development Index (ADI)

16 / 36

See more information and theoretical background

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

Community

Average rating

0.0 · no ratings

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