Financial Services
The private AI built for financial services.
Compliance references, product manuals, and advisor playbooks. Answers grounded in approved firm materials, not the open internet.
Advisor Q&A
Advisors get plain-English answers grounded in approved firm materials. Product, suitability, and compliance questions resolve in seconds, with citations behind every claim.
- Approved-product lookups
- Suitability references
- Compliance procedure Q&A
- Citations to firm materials
Approved-product knowledge base
Keep product fact sheets, suitability rules, and disclosure language in your knowledge base so advisors reference the current approved version, not whatever was on someone's desktop. Re-upload a new version and answers cite it automatically.
- Product fact sheets and suitability rules
- Disclosure language, always current
- Re-indexed when you upload a new version
- Cited inline in every answer
Compliance references
Internal compliance manuals and regulator references stay searchable in one place. Pre-trade procedures and supervision steps get cited inline so the answer trail is clear.
- Internal compliance manuals
- Regulator references
- Pre-trade procedures
- Cited in answers
Client records that fit your book
Track clients in a records module with the custom fields you use — risk tier, account references, whatever you track — plus a typed activity history, linked documents, and a shared task board.
- Client records with custom fields
- Risk-tier and account fields you define
- Typed activity history and linked documents
- Shared task board with assignments
Audit trail
Sensitive actions are recorded in an append-only admin audit log — actor, action, and timestamp — and can be exported to CSV for supervisory review.
- Append-only admin audit log
- Actor, action, and timestamp on sensitive events
- Admin and impersonation actions logged
- CSV export for review
Built so your most sensitive documents can live here.
Tenant isolation
Your documents, conversations, and embeddings live in a workspace only your team can reach.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest, on isolated cloud storage.
Citations on every answer
No floating claims. Every response links to the exact source paragraph.
You approve every write
The assistant proposes actions — a task, a note — and waits for a human to confirm before anything changes.
Never used to train shared models
Your data is never used to train models that touch any other customer.
Compliance-ready
SOC 2 Type II in progress. DPA on request.
Stop searching folders. Put your AI to work.
A 20-minute walkthrough on your own documents and your own book. No slideware, no scripted demo — your real questions, your real answers, and the follow-up work it can tee up for you.