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How Vitech Leverages GenAI to Transform Client Success

Generative AI (GenAI) is rapidly reshaping enterprise software—and Vitech is at the forefront of harnessing its power to enhance client success across retirement, insurance, and benefit administration. As our customers face increasing pressure to improve operational efficiency, meet growing service expectations, and navigate complex regulatory landscapes, GenAI offers a strategic advantage that goes beyond automation—it enables smarter, faster, and more personalized support at scale.

From Reactive Support to Proactive Success

At Vitech, we’ve reimagined the client experience by embedding Generative AI (GenAI) across every layer of our support ecosystem. Rather than reacting to issues after they arise, we’re using intelligent systems to anticipate client needs, resolve issues before they impact operations, and accelerate time to value.

Intelligent Knowledge Delivery

Our AI-powered support assistant, integrated directly into the V3locity platform, gives users instant, persona-based answers. Drawing from a continuously expanding knowledge base, it provides contextual guidance, links to documentation, and proactive recommendations—all within the user’s workflow. The result: fewer support tickets, faster onboarding, and empowered self-service success.

Seamless Operations Copilot

Our embedded virtual assistant acts as a dynamic, context-aware copilot for service teams and members alike. It abstracts the operational complexity of V3locity, allowing users to focus on outcomes while the AI executes routine tasks behind the scenes—reshaping the support experience into one that’s intuitive, efficient, and outcome-driven.

Enhanced Training and Onboarding

GenAI is revolutionizing how we train and empower users. From interactive walkthroughs to role-specific learning journeys, our AI-driven training tools personalize content delivery to each user’s pace and preferences. For new implementations, this means faster ramp-up, deeper adoption, and more confident use of V3locity’s full capabilities.

Predictive Insights for Continuous Improvement

By applying advanced language models and machine learning to support interactions, usage data, and feedback loops, we uncover systemic trends and emerging challenges across our client base. These insights inform product enhancements, documentation updates, and outreach strategies—transforming support from reactive problem-solving to proactive, data-driven partnership.

What’s Next for Vitech’s AI-Driven Future

Streamlined Workflow Automation

We’re building the next generation of workflow automation powered by AI. Future V3locity modules will automatically route tasks, optimize handoffs, and eliminate bottlenecks—boosting operational efficiency and freeing teams to focus on high-value activities. Our vision includes an AI Workflow Copilot, capable of orchestrating complex, cross-functional tasks end-to-end.

Smarter Case Triage and Resolution

Support cases will no longer wait in queues. GenAI will automatically categorize, prioritize, and recommend resolutions based on issue type, historical outcomes, and client configuration. This intelligent triage model ensures faster response times, consistent quality, and expert-level accuracy—at scale

Building Trust Through Responsible AI

Our AI strategy is grounded in transparency, ethics, and accountability. Every GenAI feature in V3locity adheres to strict governance, including:

  • Data anonymization and protection
  • Bias detection and mitigation
  • Full auditability and explainability
  • Human-in-the-loop oversight for critical decisions

The Future of Client Success

At Vitech, client success isn’t left to chance—it’s engineered into every product, process, and partnership. GenAI doesn’t replace human expertise; it amplifies it. As we continue evolving V3locity, our goal is simple: to deliver unparalleled service, agility, and insight by blending domain expertise with the transformative power of AI.

Whether through faster resolutions, personalized learning, or predictive support, Vitech’s GenAI vision is redefining what’s possible in pension and insurance administration—today and in the future.

Learn how Vitech’s GenAI solutions can streamline operations and enhance client experiences for your organization.
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About the Author

Jessica Hurley

Jessica Hurley is the Director of Product Marketing at Vitech, bringing over 15 years of experience in marketing and communications within the insurance industry. She specializes in go-to-market strategy, product positioning, and customer engagement, with a proven track record of driving sales success and brand growth. At Vitech, Jessica leads product marketing efforts for the V3locity platform, collaborating closely with product, sales, and marketing teams to shape messaging, execute campaigns, and manage analyst relations.