Finance & Insurance
Regulatory demands, such as those defined by the BaFin , increase the complexity of knowledge management. JUNOfy is a knowledge management platform for finance and insurance companies. It makes complex knowledge about products, tariffs, pricing, contracts and regulatory requirements centrally accessible – across departments and systems, from the first customer contact all the way to ongoing support.
Designed for the complex information requirements of finance and insurance companies.
Employees spend an average of 35% less time searching for information.
An average of €119,306 can be saved annually per 75 employees.
The onboarding period for new employees is reduced by around 30%
JUNOfy provides reliable AI-powered search and easy access to relevant knowledge.
Structured and unstructured information is made available centrally.
Reliable implementation of internal or legal requirements.
Understand regulations more quickly, avoid errors and streamline processes: JUNOfy reduces search times, rework and support costs. This lowers operational costs from rate setting to claims settlement and the results are measurable.
AI is only as good as its context. JUNOfy makes the difference.
How JUNOfy optimises your daily work processes
Three steps from content to smart use with JUNOfy, the knowledge management software for finance and insurance
Product, policy, contract and regulatory information is consolidated from SharePoint, file systems, Confluence or other sources. Content relating to legal matters, product management and operations can be linked directly, forming the basis for AI that understands your specialist knowledge.
Learn more →Regulations, product logic and decision-making principles are organised according to products, processes, customer situations and regulatory requirements. Information is organised around products, processes, customer situations and regulatory requirements. The structure makes connections transparent and creates a reliable basis for consistent work.
Learn more →Whether in product management, underwriting, claims, compliance or customer service, the Smart Knowledge Chat provides answers drawn directly from your specialist knowledge. Semantic search and context-based navigation provide quick access to regulations and product knowledge. Content is presented in an easy-to-understand format and can be used directly within the work context.
Learn more →“Thanks to DOCUFY, our customers can find the right information at just the right moment – easily, quickly, contextually and topic-based. Whether via QR code, link or search, our content is accessible exactly when it is needed.”
Authentic insights into how businesses can become more productive and future-proof with structured knowledge powered by DOCUFY.
Verified standards for quality and security – trust built on certification
Certified information security. Confidentiality, integrity and availability of your data.
Certified quality management for the development, sales, and support of software solutions.
Secure handling of personal data in accordance with applicable data protection law.
Basic understanding & benefits
Less search time, more clarity: companies save up to 35% of the time spent searching for information, they reduce consulting errors and sustainably improve the quality of your decisions – from setting rates and settling claims to managing the policy portfolio.
JUNOfy is an intelligent knowledge platform. It connects content from different systems, organises it in the right context and makes knowledge easy to use. The focus is not on document management, but on understanding and using knowledge – across products, rates, contracts and regulatory requirements.
Content, data & quality
Yes, they can. Existing metadata and structures from SharePoint, Confluence, file systems or other source systems can be transferred to and used in JUNOfy. At the same time, JUNOfy automatically enriches missing information using AI. This creates a uniform knowledge base without losing existing work.
No, it does not. JUNOfy is designed to work with incomplete or inconsistent content – whether it be GCIs, rate documents, circulars or internal guidelines. AI functions automatically improve structure, naming and metadata. Good results do not require perfect source quality.
JUNOfy works directly with the connected source systems. Amendments to regulations, tariff adjustments or regulatory updates are applied automatically. This keeps knowledge up to date without having to manually maintain content.
Search, AI & intelligent use
JUNOfy organises specialist knowledge into knowledge landscapes, for example by sector, product line, rates, or regulatory requirements. This enables staff to find exactly the information they need for a specific product or customer situation – without having to manually navigate through file structures or different systems.
JUNOfy understands the meaning behind a query and not just the terms used. This ensures that staff can find the right information even when pricing terms, clause references or technical terms are used differently depending on the department or product generation. This saves time and delivers more precise results.
Yes, there is. The Smart Knowledge Chat only accesses content available in JUNOfy. For example, an consultant can ask in natural language about the scope of the coverage and exclusions of a particular insurance plan – and receive a clear answer with a source reference, even if the information comes from different sets of guidelines. External or unauthorised sources are not used.
Introduction, operation & security
Yes, it is. JUNOfy meets the requirements of the GDPR for the finance and insurance sector in all relevant areas: personal data is only processed according to clearly defined authorisations, deletion and export options are guaranteed, and the platform runs exclusively in German or European cloud environments with high security standards.
JUNOfy provides comprehensive protection for your data: All content is transmitted and stored securely, and role-based access and clear rights ensure that only authorised persons have access. Changes and accesses are traceable, regular backups prevent data loss, and the cloud architecture ensures high availability and scalable operation.
JUNOfy is cloud-based and can be integrated into existing systems without extensive IT projects in addition to your existing specialist systems – whether it be SharePoint, Confluence or policy administration systems – without replacing them. The first knowledge areas can be put into productive use in just a few weeks. The complete rollout takes place step by step and without interrupting operations.
