We explain how to implement a voice bot while maintaining control over information and ensuring data security\u2014especially critical in the financial and insurance sectors.<\/p>\n\n\n\n
Financial companies process hundreds of inquiries daily: personal data, accounts, contracts, payments, policies.<\/p>\n\n\n\n
However, one unverified third-party service\u2014and client trust and reputation are at risk.<\/p>\n\n\n\n
Data security is a critical priority for financial and insurance institutions. Not all technological solutions suit them due to specific requirements.<\/p>\n\n\n\n
What are these requirements, and what should you consider when choosing a voice bot? Let’s explore together in this article.<\/p>\n\n\n\n
In the financial and insurance sectors, data security is a legal obligation, clearly defined in the regulations of the National Bank of Ukraine (NBU). Let’s review them in order.<\/p>\n\n\n\n
The basics: any tool with access to client data (such as a voice bot) must be part of the bank’s information systems and comply with Information Security Management System (ISMS) requirements. [1]<\/p>\n\n\n\n
The bank is obligated to:<\/p>\n\n\n\n
From this, we can conclude: any solution\u2014from CRM to voice assistant\u2014must fit within the bank’s ISMS and not transfer data beyond the controlled infrastructure.<\/p>\n\n\n\n
Important: The NBU directly provides for sanctions for violating information security requirements. In case of a threat to client data security, the bank may receive a fine of 0.01% of statutory capital. [2]<\/p>\n\n\n\n
That is, for a bank with capital of UAH 1 billion\u2014that’s up to UAH 100,000 in fines for just one incident, not counting reputational consequences.<\/p>\n\n\n\n
For insurers, information security is directly tied to operational risk management. The regulator requires that:<\/p>\n\n\n\n
In other words, the insurer is obligated to guarantee the confidentiality, integrity, and preservation of client data at all stages\u2014from collection to archiving.<\/p>\n\n\n\n
An on-premise solution is installed and operates on the company’s own servers, not in an external provider’s cloud. You fully control data, access, and security. Below is a comparison of the two approaches by key criteria.<\/p>\n\n\n\n The on-premise approach, unlike cloud solutions, operates within your infrastructure\u2014by your rules and without transferring data to third-party services. Voice Bot Veridia operates on the same principles.<\/p>\n\n\n\n You get a voice assistant while maintaining 100% control over data. This is automation without compromise.<\/p>\n\n\n\n In banks, the Veridia Voice Bot voice assistant can:<\/p>\n\n\n\n <\/p>\n\n\n\n In insurance, the bot can:<\/p>\n\n\n\n <\/p>\n\n\n\n Data security is not an option but a mandatory requirement for banks and insurance companies. Veridia Voice Bot’s on-premise solution allows you to meet this requirement while automating operations.<\/p>\n\n\n\n Automation without compromising security is possible.<\/p>\n\n\n\n Request a consultation and we’ll explain how a voice assistant can work in your business without risks to data security.<\/p>\n\n\n\n <\/p>\n\n\n\n Sources:<\/strong><\/p>\n\n\n\n <\/p>\n","protected":false},"excerpt":{"rendered":"Cloud Services<\/strong><\/td> Criterion<\/strong><\/td> On-Premise Solutions<\/strong><\/td><\/tr> Data is processed and stored with a third-party provider<\/td> Data control<\/td> Data remains entirely within the company’s infrastructure<\/td><\/tr> Servers may be located in other countries<\/td> Server location<\/td> Installed on your own servers<\/td><\/tr> Additional checks needed, as data may be stored outside Ukraine’s jurisdiction<\/td> Compliance with law<\/td> Full compliance with NBU standards, GDPR, and Ukrainian legislation<\/td><\/tr> Present\u2014the financial institution doesn’t control who has access to servers<\/td> Information leak risks<\/td> Minimal\u2014all access is under your control<\/td><\/tr> Present\u2014any policy change, failure, or attack on an external provider automatically becomes the financial institution’s problem<\/td> Dependence on external
providers<\/td>Absent\u2014the solution operates in your system without using external clouds<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n What Can Veridia Voice Bot Do?<\/h2>\n\n\n\n
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What Does Voice Bot Implementation Provide?<\/h2>\n\n\n\n
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On-Premise Automation for Data Security<\/h2>\n\n\n\n
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