Zurich Insurance Group and Office Samurai

BCP advises Zurich Insurance Group on its strategic partnership with Office Samurai (RPA)

Transaction details

Zurich Insurance Group is a leading multi-line insurer that serves customers in more than 215 countries and territories. With about 55,000 employees, it provides a wide range of property and casualty, and life insurance products and services.

Zurich is ramping up the transformation of its global business to meet the rapidly changing needs of consumers, and launched a new unit to expand digital services worldwide and improve its customers’ experience.
Office Samurai’s robotic process automation (RPA) expertise, together with its knowledge of insurance process automation, fits Zurich’s long-term technology vision.
BCP represented Zurich as exclusive strategic and financial advisor in establishing a strategic partnership with Office Samurai and realizing a team spin-off from it.

As one of the largest insurance companies in the world, with a diversified product range, Zurich plans to further grow its RPA capabilities across many use cases, including internal process optimization, customer-facing applications and cross-department process integration.
The specialized RPA team is expected to be led by Lukasz Gargasz, former head of Symphony Ventures Poland, under Zurich’s Head of AI Automation, and to cooperate closely with other cutting-edge technologies such as cognitive artificial intelligence.

BCP acted as exclusive strategic and financial advisor to Zurich.
BCP supported Zurich throughout the process, from mapping RPA partners in Eastern Europe to selecting the appropriate partners and teams, negotiating the partnership documentation on Zurich’s behalf and managing the partnership process until completion.
The project highlights BCP’s sector expertise in FinTech and its advice to traditional corporates integrating cutting-edge technologies in day-to-day operations.