See how a pension service provider turned a concrete advisor pain point into a scalable AI solution that saves time, improves documentation quality and strengthens member service. Learn the key steps from idea to impact, including design choices, evaluation and compliance in a real life implementation.

Why AI documentation matters
Member service sits at the heart of Forca, yet advisors were losing time on repetitive call documentation and data quality suffered as call volumes grew. The project team framed AI not as a gadget, but as a response to a clear business challenge, freeing advisors to focus on real member conversations.

From idea to impact
Through intensive workshops with advisors, legal and infrastructure teams, the solution was scoped, prototyped and tested. Early evaluations showed AI generated documentation was often preferred to human notes and already delivered significant efficiency gains. Continuous feedback loops then refined prompts and workflow so the model kept improving before and after launch.

Solution design, compliance and next steps
The AI assistant listens to calls, transcribes the dialogue and generates structured documentation within seconds, all inside Forca systems with human review built in. A hybrid on premises and cloud setup, strict data ethics and thorough risk assessments ensure compliant use. With a proven setup, Forca can now extend AI documentation to more channels.