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 libraries
Maintain product fact sheets, suitability rules, and disclosure boilerplate as a versioned library. Advisors reference the current approved version, not whatever was on someone's desktop.
- Per-product fact sheets
- Suitability rules
- Disclosure boilerplate
- Versioned + audit-logged
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
Records for clients & accounts
Track clients with linked accounts, risk-tier fields, and a clean activity history. Documents attach directly to the record so context stays put.
- Client records with linked accounts
- Risk-tier fields
- Activity history
- Document attachments
Audit trail
Every query and document access is logged. Export audit reports on demand, with tamper-evident timestamps that hold up in supervisory review.
- Every query logged
- Document access logged
- Exportable audit reports
- Tamper-evident timestamps
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.
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. HIPAA-aligned configurations available on request. DPA on request.
Stop searching folders. Start asking your AI.
A 20-minute walkthrough on your documents. No slideware, no scripted demo — your real questions, your real answers.