For whom · Finance & insurance
Advice is only as good as the policy behind it.
Clarity, compliance and consistency are not soft goals here. An advisor working from last quarter's rule is not making a mistake, they are creating a liability. The regulator will ask who approved the answer, and when.
4
published customer stories in finance and insurance
The common challenge
What goes wrong first.
Five patterns, and none of them is a technology problem. They are what happens when knowledge has no owner and no review date.
Advisors on conflicting information
Two sources, both internal, both plausible, and nothing on screen says which one holds.
A different answer per representative
The client notices this faster than the organization does.
Regulatory updates applied unevenly
The change lands in one document and not in the four that quote it.
Onboarding that drags
Scattered knowledge turns an experienced hire into a junior for three months.
No audit trail on critical content
When the question is what the rule was in March, a file date is not an answer.
How Polly supports this.
One platform underneath the tools that are already there, with the governance that makes an answer safe to automate.
One platform across the chain
Agents, advisors, back office and the self-service portal, from one source.
Governance that holds up
Version control, approval workflows and an audit history per answer.
Role-based access
Confidential knowledge stays inside the role that is allowed to see it.
Compliance built in
ISO/IEC 27001, GDPR and WCAG, rather than a policy document about them.
Into the systems you run
CRM, policy platforms, intranets and mobile apps.
Search that suggests
AI-assisted search and content suggestions on top of validated answers, not instead of them.
Proven in practice
Already running here.
Every story below is published in full, with the numbers the organization put their own name to.
Avanza
Scaling Customer Experience Through Centralized Knowledge
CED
Building the Resilience with Knowledge
Shelter Insurance
Empowering Agents with Smarter Knowledge
Central Bank
A Unified Knowledge Base to Empower Agents and Enhance Customer Experience
Louwman · one of the organizations running on Polly
Who this is actually for
Somebody is on the phone right now.
She has ninety seconds. The customer wants to know whether the repair covers a replacement device. She finds three answers: one from the intranet, one a colleague pasted into the team chat last spring, and one the assistant just produced with complete confidence. Two of the three are wrong, and nothing on her screen says which two.
So she picks the one that sounds most official, and hopes. Everything on this page exists for that ninety seconds. Not for the audit, not for the dashboard. For her, on that call, with the customer waiting.
Somebody is in the field right now.
He is standing at a street cabinet with a procedure to follow and a work instruction that changed in June. He opens it on his phone, in the app he already uses for the job, and it comes from the same source the people on the phone work from. Same question, same validated answer, whichever end of the organization it is asked from.
Built by people who did that job.
Polly did not start in a category playbook. It started in contact-center projects across Europe in 2015, where the same thing kept happening: good people giving confident answers nobody had checked. We built the fix we kept wishing existed.
Meet the team
The same answer, from the inside.
Access and history on one record, not in a separate tool.
Who may open this SSO and RBAC
Roles come from your identity provider. Revoke there and it is gone here, in the same minute.
What happened to it v14
Every version is kept. You can show a regulator what the answer was on any given day.