For private banks
Your Copilot can summarize emails. But it can't tell you which mandates are violating their investment guidelines.
The reality today
AI tools can't reach core banking data
You've rolled out Copilot. Your team uses it for emails and documents. But it has zero access to portfolio data, client profiles, or compliance rules.
Building AI in-house takes too long
Your IT backlog is 18 months deep. An internal AI project means hiring a team, building infrastructure, and waiting a year for a prototype.
Data security blocks every initiative
Every AI project dies in the compliance review because data leaves the perimeter. US-hosted models are a non-starter.
Knowledge silos across departments
Relationship managers, compliance, and portfolio management all have information the others need - but it's locked in separate systems.
Regulatory pressure is increasing
FinIA/FinIG requirements, ESG reporting, FATCA/CRS - the compliance workload grows every year, but headcount doesn’t.
What we solve
Secure PMS/Core Banking Connector
Our integration layer connects your core system - Finnova, Avaloq, or others - directly and securely to AI. Data never leaves your environment. No data is sent to external models.
Works with your existing AI stack
Already using Copilot? Our connector plugs your banking data directly into it. Prefer a different model? Works with any AI platform. Or use ours - on your infrastructure, in your corporate design.
Relationship Management Agent
Your RMs get a complete AI copilot: portfolio queries, client briefings, compliance checks, earnings analysis, email drafting - all from one interface, all in seconds.
Compliance Automation
Investment guideline monitoring across hundreds of mandates. Real-time breach detection. Audit-ready reports at the click of a button.
No IT project required
We typically deploy on your Azure tenant in weeks, not months. No internal development needed. Your IT team stays focused on what they’re already doing.
One platform, any system
Our platform sits on top of your existing infrastructure and connects everything through a standard integration layer. No rip-and-replace. No migration. Just AI that works where you work.