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Use Cases that transform your business

Discover how our technology revolutionizes critical processes, optimizes operations, and drives the sustainable growth of your financial institution.

Workflows for every use case

ADI Platform gives you complete control over your workflows.
Adapte our templates or create your own in minutes.

Create a workflow in minutes or adapt our templates

Intelligent Origination

24/7 Financial Service

Collections Management

Automatic Quotation and Comparison

AI-Powered Claims Management

Total Commission Automation

Boost your financial institution with AI, accelerate customer acquisition, digitalize account openings, assess risks in seconds, and optimize cross-selling.

Smart answers 24/7

Automated data and document capture

Real-time validation with external sources

Complete and frictionless digital onboarding

Multi-channel, multi-modal

Smart answers 24/7

The agent accompanies the user at any time, guiding them step by step to start and complete the application without depending on schedules or waiting times.

Automated data and document capture

It allows you to upload ID cards, receipts or selfies: AI extracts data via OCR and automatically completes forms, reducing errors and abandonment.

Multichannel, multimodal

It integrates with web, apps, and social media. Native integration with WhatsApp. (Meta Business Partners). TTS, STT, TTT, audio, voice; allows photos and documents.

Complete and frictionless digital onboarding

The customer starts and finishes the registration process in a single flow: uploads documents, performs verifications, signs and receives confirmation without going to branches.

Real-time validation with external sources

As the user proceeds, the agent verifies identity, history, and key data with external providers, accelerating the approval decision.


Hello 👋 I’m Adi. How can I help you?
Hi! I’m considering applying for a personal loan. Can you tell me if I qualify?
Hi, Martín! 😊 Sure, I can help you in a minute. To get started, could you confirm your approximate monthly income?
I earn around 45,000.
Perfect, thanks. 🙌 Based on your current income, you pre-qualify for a loan of up to $180,000 with a maximum term of 36 months.

If you’d like, I can simulate a monthly payment right now. Do you have an amount in mind?
Yes, $120,000.
Done ✔️ For a $120,000 loan over 24 months, your estimated monthly payment would be $8,950.

Additionally, this loan includes:
• 100% digital approval

Immediate responses 24/7

Step-by-step guided support

Answering simple and complex questions

Multichannel, with no waiting times

Seamless and consistent user experience

Immediate responses 24/7

The agent accompanies the user at any time, guiding them step by step to start and complete the application without depending on schedules or waiting times.

Answering simple and complex questions

From basic queries to advanced cases, the assistant understands the context and delivers accurate answers in real time.

Multichannel, with no waiting times

Available on the web, app, or WhatsApp, with interaction via text, voice, and audio. No lines, no waiting, and no transfers between areas.

Seamless and consistent user experience

An integrated end-to-end workflow: document upload, validations and confirmation in a single channel, without interruptions.

Step-by-step guided support

The user progresses clearly: the assistant explains each action, guides the process, and reduces errors, doubts, and abandonment.


Hi, I have an unknown charge on my account.
Hi, Carlos! No worries, I can check that right away. Would you like me to show you the full details of the charge?
Yes, please.
Here it is: the charge was $120 MXN on 11/28, corresponding to your premium subscription. Would you like to dispute this charge or receive more information about it?
I want to dispute the charge.
Got it ✅ I’ve initiated the dispute and you’ll receive a confirmation by email in less than 5 minutes. We’re here to help you at all times.

Multimodal communication: voice and text

It can manage thousands of clients simultaneously

A human and natural voice, both approachable and professional.

Proactive calls outside of working hours

Personalized alerts about upcoming payments

Multimodal communication: voice and text

Voice, audio, and text interactions across all channels, adapting to the user's pace and preference.

Proactive calls outside of working hours

The assistant makes contacts before and after the expiration date, optimizing the exact moment based on analysis of the best contact rate.

Personalized alerts about upcoming payments

Smart reminders that anticipate delays, improve collections, and reduce the delinquency rate.

A human and natural voice, both approachable and professional

Warm and professional tone, adjusted to the regional accent and expressions, generating more natural, close and effective conversations.

It can manage thousands of clients simultaneously

Scale without limits: serve large volumes with the same quality, precision and consistency.


Hi, Daniel! I’m reaching out to let you know that your $420 MXN payment has been pending since yesterday. Would you like to review it now?
Yes, what payment options do I have?
You can pay by card or via SPEI. If you’d like, I can send you the direct link so you can complete it right away.
Yes, send it to me.
Here’s your secure link: coru.mx/pago-87421
Once you complete it, I’ll verify it तुरंत.
Done, I’ve already paid via SPEI.
Perfect, Daniel. I’m validating your payment with the bank… I’ll confirm as soon as it’s registered ✔️.

Transforms complexity into an exceptional digital experience with instant comparisons.

24/7 Intelligent Data Collection

Advanced Comparative Analysis

Clear and Intuitive Presentation

Increase in Sales Closures

24/7 Intelligent Data Collection

The agent automatically collects data from multiple insurers in real time via chat or voice.

Advanced Comparative Analysis

Identifies the best policy options based on the customer’s specific profile.

Clear and Intuitive Presentation

Delivers instant comparisons without the need for manual or slow processes.

Increase in Sales Closures

Reduces customer confusion and significantly improves conversion rates for brokers.


Hello, I’d like to get a quote for insurance for my new car.
Hello! I’d be happy to help you find the best option. To get started, could you tell me the make and model of the vehicle?
It’s a 2024 Toyota Corolla.
Perfect. I’m analyzing options in real time with the leading insurers.
Here are the 3 best proposals for your profile:

Seguros Atlas: $12,500 MXN (Comprehensive Coverage)

GNP: $13,200 MXN (Includes replacement vehicle)

AXA: $12,900 MXN (Best cost-benefit ratio)

Would you like to see the details of any option, or would you prefer that I help you purchase one right now?

Revolutionizing incident reporting and validation with applied artificial intelligence.

Assisted Guidance for the Insured

Intelligent Evidence Validation

Proactive Fraud Prevention

Drastic Reduction in Processing Time

Assisted Guidance for the Insured

Conversational interface that simplifies form filling and claims reporting.

Intelligent Evidence Validation

Automatic policy verification and analysis of photos or evidence submitted by the user.

Proactive Fraud Prevention

Advanced algorithms that detect anomalies, reducing financial risks for the insurer.

Drastic Reduction in Processing Time

Instant generation of detailed reports, eliminating 100% manual and costly processes.


Hello, I’ve just had an incident with my car. What should I do?
I understand. I’ll help you resolve this right away.
I’ve already verified your policy, and it’s active.

To generate your report, I need: • Photo of the damage • Current location

With this, I’ll dispatch an adjuster immediately.
Attachment sent.
Received. I’m processing the information…

Done. Your claim has been successfully registered. An adjuster will arrive in approximately 15–20 minutes.

You can track their route in real time here: link

If you need anything else, you can continue through this channel.

Eliminates manual management and ensures full transparency for brokers and agents.

Automatic Policy Reconciliation

Zero Errors and Discrepancies

Full Visibility for All Parties

Unlimited Scalability

Automatic Policy Reconciliation

The platform automatically connects sold policies with payment disbursement.

Zero Errors and Discrepancies

Eliminates manual calculation errors that affect motivation and commercial trust.

Full Visibility for All Parties

Real-time dashboards that allow brokers to track every cent of their commissions.

Unlimited Scalability

Enables insurers to grow their number of agents without increasing the administrative burden on the finance team.


Hello ADI, could you tell me how much I’ve accumulated in commissions this month?
Hello! Of course, I’m checking your CommiSure dashboard right now.
Hello! Of course, I’m checking your CommiSure dashboard right now.
Thank you. Have last week’s payments already been processed?
Yes, the policy payments have already been reconciled and will be reflected on Friday the 20th. Would you like me to send the full details to your email?
Yes, thank you!
Sent!