BANKING, FINANCIAL SERVICES, AND INSURANCE
Build

Accurate

Safe

Secure

Gen AI Models for BFSI

Well-executed Generative AI solutions can differentiate your organization from the competition, streamline operations, and provide superior customer experiences. Trust in Sama's 15 years of AI experience as you build, launch, and scale Gen AI at your organization.

GENERATIVE AI FOR BANKING, FINANCIAL SERVICES, & INSURANCE

Key Gen AI Applications in BFSI

Gather Insights and Improve Decision-Making

Analyze vast amounts of text, datasets, and reports to summarize key highlights or create high-level reports. This capability allows organizations to generate predictive scenarios, uncover hidden patterns, and explore more possibilities for strategic planning. Proactively navigate market shifts, identify emerging opportunities, and mitigate potential threats through always-on, AI-generated insights.

Automated Call Analysis & Response Generation

Human agents can't memorize every possible response. Gen AI augments this process with access to your unique information, instantly providing accurate and relevant solutions to your agents. Reduce call resolution times, increase customer satisfaction, and ensure consistent, high-quality support. Identify common issues and trends, and then generate tailored responses to address each situation.

Automated Document
Creation

Use RAG embeddings to automate document creation such as loan contracts or regulatory reports. AI models can pull components from various knowledge bases to automate the drafting process and create compliance reports, loan disclosures and other technical documents. This ensures accuracy and compliance in document creation processes for reduced human error and increased operational efficiency.

Improved Chatbots, Virtual Assistants, and Onboarding

Deliver a seamless, personalized customer experience and speed up customer onboarding while freeing up human agents for more complex tasks. Go beyond providing predetermined answers on limited topics to understanding context, handling various inquiries, and providing more accurate responses.

Report and Contract
Summarization

Accelerate document analysis, enhance comprehension, and increase efficiency with Gen AI models that make it faster and easier to analyze financial documents. They can quickly summarize complex financial statements, due diligence materials, and contractual documents: extracting essential information, highlighting critical areas of focus, and condensing content into easily digestible formats.

Risk Mitigation and
Compliance

Stay ahead of evolving regulations, reduce the risk of non-compliance, and ensure accurate reporting with minimal manual effort. AI tools can summarize activity, streamline compliance with simplified explanations, and continuously monitor your business by providing timely and actionable steps to stay ahead of ever-changing regulatory requirements.

Generative AI and LLM Solutions

With over 15 years of industry experience, Sama’s solutions help you build more accurate GenAI and large language models securely and responsibly.

Model Validation & Fact Checking

Our data experts will review your model’s responses for accuracy, identify and highlight any errors, and rewrite responses to improve model performance, combining workflow automation with our human-in-the-loop approach to ensure speed and quality.

Instruction Following

Our team can assess how well your Gen AI model understands, interprets, and executes instructions. We’ll help you identify where your model doesn’t comply, including why a response was selected. Any issues are highlighted and flagged, making it easier and more efficient to fine-tune.

laptop with text prompts

Preference Ranking

Sama’s highly trained team of experts can help you improve the quality and alignment of model outputs through feedback loops, RLHF, and more. With domain expertise across multiple industries and functions, we can analyze and rank model responses, indicate the rationale behind each choice, and highlight any issues within the outputs.

Image & Video Captioning

Sama can help you scale captioning for a variety of modalities. Our team of experts will describe the content of visual inputs, verify if the captions match, and rewrite captions as needed to retrain the model to reduce errors and hallucinations. Sama’s proprietary platform makes sampling easy and our collaborative workflows help reduce subjectivity and ambiguity from project kickoff.

text document open on a laptop

Creative Writing

With domain expertise across a variety of industries and functions, Sama’s dedicated team can create new prompts and responses based on your model goals. We can also rewrite responses, tailored to model capabilities and limitations, to augment existing training data. Our team can also employ chain of thought to provide clear rationale for chosen outputs.

text document open on a laptop

Synthetic Data Creation

When real training data is too difficult or not cost effective to obtain, our team can create synthetic data sets to help train your model, using a human-in-the-loop approach to ensure the highest level of quality. Our team will define objectives for your data, including a specific domain or other required parameters, and test outputs for quality and accuracy by comparing them against outputs from authentic data. 

text document open on a laptop
GENERATIVE AI & LLM

BFSI Resources

Financial institutions are witnessing a surge in Gen AI adoption, with the market projected to reach $85.7 billion by 2030.

To ensure effective and responsible implementation of Gen AI, financial institutions navigate challenges such as model explainability, data privacy, and regulatory compliance.

By understanding the tech’s potential—and strategies for overcoming associated risks—you can position your business for a competitive advantage in the age of intelligent automation.

DOWNLOAD NOW

Learn how BNY Mellon is continually innovating for the benefit of their customers and their employees.

Michael Demissie shares thoughts on the future of gen AI;  how to easily tap into AI capabilities responsibly; and ensuring proper guardrails and regulations are put in place for generative AI.

"It is not only opportunity identification, but also developing the solution and deploying it with a sustainable model to take care of after production—so you can go after the next challenge.”

LISTEN NOW

80% of customers have had positive interactions with chatbots.

But when things go wrong, the annoyance and frustration caused by an unsuccessful interaction can lead to unsatisfied customers and lost revenue, or, worst case, regulatory fines or legal costs in addition to reputation damage.

Be mindful of these 3 problems—and the positive potential GenAI can bring to your chatbots—to maximize the chances of success. It may even be a matter of federal law.

READ NOW
TESTIMONIALS

Top AI Teams Love Sama

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We have been impressed, not only with their consistent level of high quality, but with their entire approach to training data strategy. To us they are a perfect addition to our work in AI.

Learn More
Demetrio Aiello
Demetrio Aiello
Head of the Artificial Intelligence & Robotics Labs
at
Continental

We have been impressed, not only with their consistent level of high quality, but with their entire approach to training data strategy. To us they are a perfect addition to our work in AI.

Demetrio Aiello
Demetrio Aiello
Head of the Artificial Intelligence & Robotics Labs
at
Continental

You can imagine the heaps of images coming in from the restaurants that we work with. Most are identified by image recognition algorithms, but for outliers and edge cases, we rely on Sama.

Learn More
Olaf van der Veen
Olaf van der Veen
CEO and Co-Founder
at
Orbisk

You can imagine the heaps of images coming in from the restaurants that we work with. Most are identified by image recognition algorithms, but for outliers and edge cases, we rely on Sama.

Olaf van der Veen
Olaf van der Veen
CEO and Co-Founder
at
Orbisk

Sama’s agents became increasingly better at labeling our data thanks to feedback loops. This iterative way of working has made them experts on our data.

Learn More
Johanna Schacht
Johanna Schacht
AI Team Lead
at
Orbisk

Sama’s agents became increasingly better at labeling our data thanks to feedback loops. This iterative way of working has made them experts on our data.

Johanna Schacht
Johanna Schacht
AI Team Lead
at
Orbisk

Having worked with different cloud providers where the staff doing the actual work was always very hidden from us, we appreciated the transparency and social sustainability of Sama.

Learn More
Mikael Andersson
Mikael Andersson
Sr Product Owner
at
Volumental

Having worked with different cloud providers where the staff doing the actual work was always very hidden from us, we appreciated the transparency and social sustainability of Sama.

Mikael Andersson
Mikael Andersson
Sr Product Owner
at
Volumental

There’s a possibility to make an impact on legislation and on the environment, but not without accurately labeled data.

Learn More
Parshva Mehta
Parshva Mehta
COO
at
PolyPerception

There’s a possibility to make an impact on legislation and on the environment, but not without accurately labeled data.

Parshva Mehta
Parshva Mehta
COO
at
PolyPerception

The team quickly learned to distinguish between waste objects, which differ greatly from region to region. Communication channels remained open for feedback, with a continuous open discussion about how efforts were progressing.

Learn More
Rafael Hautekiet
Rafael Hautekiet
CEO
at
PolyPerception

The team quickly learned to distinguish between waste objects, which differ greatly from region to region. Communication channels remained open for feedback, with a continuous open discussion about how efforts were progressing.

Rafael Hautekiet
Rafael Hautekiet
CEO
at
PolyPerception

Sama gave us visibility into the data labeling process, with tight QA feedback loops to ensure the high standard of quality we required for our models.

Learn More
Dhanesh Ramachandram
Dhanesh Ramachandram
Senior Machine Learning Researcher
at
Swift Medical

Sama gave us visibility into the data labeling process, with tight QA feedback loops to ensure the high standard of quality we required for our models.

Dhanesh Ramachandram
Dhanesh Ramachandram
Senior Machine Learning Researcher
at
Swift Medical

Working with Sama has made a demonstrable impact on our ability not only to service our current clients better but also to expand our services to new types of clients and new markets.

Learn More
Clare Bruzek
Clare Bruzek
VP of Operations
at
Tribe Dynamics

Working with Sama has made a demonstrable impact on our ability not only to service our current clients better but also to expand our services to new types of clients and new markets.

Clare Bruzek
Clare Bruzek
VP of Operations
at
Tribe Dynamics

Quality is important to them. You really get the sense they are there for more than just the financial transaction. They are a true partner.

Learn More
Vamsi Madabhushi
Vamsi Madabhushi
Product Manager
at
Walmart

Quality is important to them. You really get the sense they are there for more than just the financial transaction. They are a true partner.

Vamsi Madabhushi
Vamsi Madabhushi
Product Manager
at
Walmart

Sama was a force multiplier for us and a key success factor for our project. They delivered high-quality annotated data on time, listened to our feedback, and were very flexible in accommodating our requests.

Learn More
Xuan Yang
Xuan Yang
Computer Vision Researcher
at
Google

Sama was a force multiplier for us and a key success factor for our project. They delivered high-quality annotated data on time, listened to our feedback, and were very flexible in accommodating our requests.

Xuan Yang
Xuan Yang
Computer Vision Researcher
at
Google

We significantly improved our training data, enhancing our object detection algorithm to identify people or doors.

Learn More
Naty Shemer
Naty Shemer
R&D Group Manager
at
Indoor Robotics

We significantly improved our training data, enhancing our object detection algorithm to identify people or doors.

Naty Shemer
Naty Shemer
R&D Group Manager
at
Indoor Robotics

We had a ton of pictures of cows from Washington, where we are, but cows look different in Africa. Diversity in the dataset has been super challenging.

Learn More
Gracie Ermi
Gracie Ermi
Research Software Engineer
at
Vulcan

We had a ton of pictures of cows from Washington, where we are, but cows look different in Africa. Diversity in the dataset has been super challenging.

Gracie Ermi
Gracie Ermi
Research Software Engineer
at
Vulcan

Once you have a trained team, it pays off because they know what to look for. Some objects just blend into the background in images, so you need a trained eye to spot them.

Learn More
Ben Suidman
Ben Suidman
Senior Program Manager
at
Vulcan

Once you have a trained team, it pays off because they know what to look for. Some objects just blend into the background in images, so you need a trained eye to spot them.

Ben Suidman
Ben Suidman
Senior Program Manager
at
Vulcan

In a partner we’re looking for someone that can handle the volumes of data that we can generate, and handle those volumes in a quality manner. Sama is able to fulfill our business requirements, and do that cost effectively, but they have the added benefit of being an impact provider.

Learn More
Steve Heck
Steve Heck
CTO
at
Getty Images

In a partner we’re looking for someone that can handle the volumes of data that we can generate, and handle those volumes in a quality manner. Sama is able to fulfill our business requirements, and do that cost effectively, but they have the added benefit of being an impact provider.

Steve Heck
Steve Heck
CTO
at
Getty Images

Sama’s agility, ability to scale, and transparency they’ve given along the way make them the ideal training data partner.

Learn More
Ankur Khator
Ankur Khator
Sr. Program Manager
at
Microsoft

Sama’s agility, ability to scale, and transparency they’ve given along the way make them the ideal training data partner.

Ankur Khator
Ankur Khator
Sr. Program Manager
at
Microsoft

Trying to create AI models that can work on any stage of plant can be a challenge. Sama’s annotation solution helped us overcome this issue. Sama’s accuracy rate is consistently at 99%, which is incredible!

Learn More
Heather Clair
Heather Clair
Product Manager
at
Precision AI

Trying to create AI models that can work on any stage of plant can be a challenge. Sama’s annotation solution helped us overcome this issue. Sama’s accuracy rate is consistently at 99%, which is incredible!

Heather Clair
Heather Clair
Product Manager
at
Precision AI

We have been impressed, not only with their consistent level of high quality, but with their entire approach to training data strategy. To us they are a perfect addition to our work in AI.

Learn More
Demetrio Aiello
Demetrio Aiello
Head of the Artificial Intelligence & Robotics Labs
Continental

We have been impressed, not only with their consistent level of high quality, but with their entire approach to training data strategy. To us they are a perfect addition to our work in AI.

Demetrio Aiello
Demetrio Aiello
Head of the Artificial Intelligence & Robotics Labs
Continental

You can imagine the heaps of images coming in from the restaurants that we work with. Most are identified by image recognition algorithms, but for outliers and edge cases, we rely on Sama.

Learn More
Olaf van der Veen
Olaf van der Veen
CEO and Co-Founder
Orbisk

You can imagine the heaps of images coming in from the restaurants that we work with. Most are identified by image recognition algorithms, but for outliers and edge cases, we rely on Sama.

Olaf van der Veen
Olaf van der Veen
CEO and Co-Founder
Orbisk

Sama’s agents became increasingly better at labeling our data thanks to feedback loops. This iterative way of working has made them experts on our data.

Learn More
Johanna Schacht
Johanna Schacht
AI Team Lead
Orbisk

Sama’s agents became increasingly better at labeling our data thanks to feedback loops. This iterative way of working has made them experts on our data.

Johanna Schacht
Johanna Schacht
AI Team Lead
Orbisk

Having worked with different cloud providers where the staff doing the actual work was always very hidden from us, we appreciated the transparency and social sustainability of Sama.

Learn More
Mikael Andersson
Mikael Andersson
Sr Product Owner
Volumental

Having worked with different cloud providers where the staff doing the actual work was always very hidden from us, we appreciated the transparency and social sustainability of Sama.

Mikael Andersson
Mikael Andersson
Sr Product Owner
Volumental

There’s a possibility to make an impact on legislation and on the environment, but not without accurately labeled data.

Learn More
Parshva Mehta
Parshva Mehta
COO
PolyPerception

There’s a possibility to make an impact on legislation and on the environment, but not without accurately labeled data.

Parshva Mehta
Parshva Mehta
COO
PolyPerception

The team quickly learned to distinguish between waste objects, which differ greatly from region to region. Communication channels remained open for feedback, with a continuous open discussion about how efforts were progressing.

Learn More
Rafael Hautekiet
Rafael Hautekiet
CEO
PolyPerception

The team quickly learned to distinguish between waste objects, which differ greatly from region to region. Communication channels remained open for feedback, with a continuous open discussion about how efforts were progressing.

Rafael Hautekiet
Rafael Hautekiet
CEO
PolyPerception

Sama gave us visibility into the data labeling process, with tight QA feedback loops to ensure the high standard of quality we required for our models.

Learn More
Dhanesh Ramachandram
Dhanesh Ramachandram
Senior Machine Learning Researcher
Swift Medical

Sama gave us visibility into the data labeling process, with tight QA feedback loops to ensure the high standard of quality we required for our models.

Dhanesh Ramachandram
Dhanesh Ramachandram
Senior Machine Learning Researcher
Swift Medical

Working with Sama has made a demonstrable impact on our ability not only to service our current clients better but also to expand our services to new types of clients and new markets.

Learn More
Clare Bruzek
Clare Bruzek
VP of Operations
Tribe Dynamics

Working with Sama has made a demonstrable impact on our ability not only to service our current clients better but also to expand our services to new types of clients and new markets.

Clare Bruzek
Clare Bruzek
VP of Operations
Tribe Dynamics

Quality is important to them. You really get the sense they are there for more than just the financial transaction. They are a true partner.

Learn More
Vamsi Madabhushi
Vamsi Madabhushi
Product Manager
Walmart

Quality is important to them. You really get the sense they are there for more than just the financial transaction. They are a true partner.

Vamsi Madabhushi
Vamsi Madabhushi
Product Manager
Walmart

Sama was a force multiplier for us and a key success factor for our project. They delivered high-quality annotated data on time, listened to our feedback, and were very flexible in accommodating our requests.

Learn More
Xuan Yang
Xuan Yang
Computer Vision Researcher
Google

Sama was a force multiplier for us and a key success factor for our project. They delivered high-quality annotated data on time, listened to our feedback, and were very flexible in accommodating our requests.

Xuan Yang
Xuan Yang
Computer Vision Researcher
Google

We significantly improved our training data, enhancing our object detection algorithm to identify people or doors.

Learn More
Naty Shemer
Naty Shemer
R&D Group Manager
Indoor Robotics

We significantly improved our training data, enhancing our object detection algorithm to identify people or doors.

Naty Shemer
Naty Shemer
R&D Group Manager
Indoor Robotics

We had a ton of pictures of cows from Washington, where we are, but cows look different in Africa. Diversity in the dataset has been super challenging.

Learn More
Gracie Ermi
Gracie Ermi
Research Software Engineer
Vulcan

We had a ton of pictures of cows from Washington, where we are, but cows look different in Africa. Diversity in the dataset has been super challenging.

Gracie Ermi
Gracie Ermi
Research Software Engineer
Vulcan

Once you have a trained team, it pays off because they know what to look for. Some objects just blend into the background in images, so you need a trained eye to spot them.

Learn More
Ben Suidman
Ben Suidman
Senior Program Manager
Vulcan

Once you have a trained team, it pays off because they know what to look for. Some objects just blend into the background in images, so you need a trained eye to spot them.

Ben Suidman
Ben Suidman
Senior Program Manager
Vulcan

In a partner we’re looking for someone that can handle the volumes of data that we can generate, and handle those volumes in a quality manner. Sama is able to fulfill our business requirements, and do that cost effectively, but they have the added benefit of being an impact provider.

Learn More
Steve Heck
Steve Heck
CTO
Getty Images

In a partner we’re looking for someone that can handle the volumes of data that we can generate, and handle those volumes in a quality manner. Sama is able to fulfill our business requirements, and do that cost effectively, but they have the added benefit of being an impact provider.

Steve Heck
Steve Heck
CTO
Getty Images

Sama’s agility, ability to scale, and transparency they’ve given along the way make them the ideal training data partner.

Learn More
Ankur Khator
Ankur Khator
Sr. Program Manager
Microsoft

Sama’s agility, ability to scale, and transparency they’ve given along the way make them the ideal training data partner.

Ankur Khator
Ankur Khator
Sr. Program Manager
Microsoft

Trying to create AI models that can work on any stage of plant can be a challenge. Sama’s annotation solution helped us overcome this issue. Sama’s accuracy rate is consistently at 99%, which is incredible!

Learn More
Heather Clair
Heather Clair
Product Manager
Precision AI

Trying to create AI models that can work on any stage of plant can be a challenge. Sama’s annotation solution helped us overcome this issue. Sama’s accuracy rate is consistently at 99%, which is incredible!

Heather Clair
Heather Clair
Product Manager
Precision AI
PLATFORM

What Our Platform Offers

Quality at-Scale

Our proactive approach minimizes delays while maintaining quality to help teams and models hit their milestones. All of our solutions are backed by SamaAssure™, the industry’s highest quality guarantee for ADAS, AV, and Generative AI. We start with a 95% written quality guarantee for every project but can guarantee up to 99.5%—regardless of complexity or scale.

Proactive Insights

SamaIQ™ combines the expertise of the industry’s best specialists with deep industry knowledge and proprietary algorithms to deliver faster insights and reduce the likelihood of unwanted biases and other privacy or compliance vulnerabilities.

Collaborative Project Space

SamaHub™, our collaborative project space, is designed for enhanced communication. Clients have access to collaboration workflows, self-service sampling and complete reporting to track their project’s progress.

Easy Integrations

We offer a variety of integration options, including APIs, CLIs, and webhooks that allow you to seamlessly connect our platform to your existing workflows. The Sama API is a powerful tool that allows you to programmatically query the status of projects, post new tasks to be done, receive results automatically, and more. We also offer custom engineering to integrate deeply into your custom APIs and workflows.

Multimodal Support

Beyond computer vision, Sama’s Supervised Fine Tuning service for LLMs helps improve in-cabin safety and experience with better voice commands, and unlocks other multi-modal AI experiences such as vision + audio, or gestures + voice. We can also layer voice + sentiment analysis to detect changes in tone which affect meaning.

WHY SAMA

Why Choose Sama

Sama delivers not only accurate video annotation, but insights and recommendations via our vertically integrated platform combined with human-in-the-loop experts, all while embracing an ethical AI approach. This is why companies come to us when other video annotation solutions fail.

Enterprise-Strength

No matter how complex your models, we consistently deliver a 99% client acceptance rate as you scale, even with high ambiguity images and edge cases.

Learn More

Industry Experience

Sama has over 15 years of experience and our annotators have an average tenure of 2+ years.  Vertically segmented teams provide expertise into industry nuances.

Learn More

Ethical AI

As the first AI certified B Corp, Sama has provided economic opportunities for over 65,000 employees from underserved communities.

Read the MIT RCT Study

Data Security

ISO certified delivery centers, a biometric secured platform and our in-house workforce help protect your data from unauthorized access and data corruption from ingestion to delivery.

Learn More
shapes
DATA SECURITY

Data Security is Our Top Priority

Your data remains protected and private because it’s managed in a secure facility by full-time in-house workforce of data experts. Your Data is Yours – Sama does not share or keep any datasets for training or other purposes, unlike crowdsourced alternatives.

ISO 9001
ISO 27001
EU GDPR COMPLIANT
TISAX
RESOURCES

Popular Resources

Learn more about Sama's work with data curation

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