Why coreGPT?
A comprehensive AI infrastructure designed specifically for the regulatory and operational demands of financial services
Integrate Third-Party Systems
Connect any data source or external system via the Model Context Protocol (MCP) without moving sensitive data. Our MCP integration layer minimizes data movement while maximizing accessibility and control.
Deploy Agentic Workflows
Build and deploy specialized AI agents that execute complex workflows autonomously. From compliance monitoring to customer service, agents work 24/7 with institutional knowledge.
Unify Enterprise Data
Transform disparate data sources into a unified knowledge base through our advanced data indexing pipeline. Connect structured databases, unstructured documents, and third-party systems seamlessly.
Connect Your Systems via MCP
The Model Context Protocol (MCP) provides a standardized layer for connecting coreGPT to your existing infrastructure - portfolio management systems, custody platforms, CRMs, and more - without moving or duplicating sensitive data.
Each connection is managed, monitored, and secured independently, giving your IT team full visibility and control over every data path.
Connection Dashboard
Monitor all active connections and data flows in one place.
Health Monitoring
Real-time status checks and automatic alerts for every connector.
Per-Connector Access Control
Granular permissions for each connected system and data source.
Zero-Copy Data Access
Query data in place - no replication, no data movement risk.
Core Functions
Four powerful ways to harness AI across your organization
Chat
Creating text, formulating emails, asking about internal guidelines
Interact with Documents
Analyzing documents, creating reports, summarizing documents
Assistants
Build, test and publish custom AI assistants with configurable prompts, models, tools and knowledge bases
Pre-Built Agents
Deploy pre-built agents - relationship management, document analysis, KYC and more - that can be quickly configured to work in your internal systems.
Features
coreGPT provides the foundation financial institutions need to deploy AI with confidence
Data Indexing
Transform disparate data sources into a unified knowledge base through our advanced data indexing pipeline. Connect structured databases, unstructured documents, and third-party systems seamlessly with semantic indexing for intelligent retrieval.
Data Control
Maintain complete sovereignty over your data with on-premises or private cloud deployment, granular access controls, data lineage tracking, and end-to-end encryption at rest and in transit.
Data Integration
Connect any data source or external system without moving sensitive data. Native connectors for major wealth management platforms, API-first architecture, and zero-copy data access protocols minimize data movement while maximizing control.
Deploy anywhere your policies require
Hosted with Your Preferences
Deploy coreGPT exactly where your data policies require - on your own infrastructure, in a private cloud, or in our Swiss-hosted environment. You choose the deployment model; it is built to the highest standards of data sovereignty and to support your compliance obligations.
Competitive Edge
Built specifically for financial institutions that demand the highest standards of security, compliance, and performance
Tailored to Your Standards
Fully customizable platform that adapts to your existing workflows and systems. We work with your team to create solutions that fit your specific requirements and use cases.
Wealth Management Expertise
Built by wealth management professionals for wealth management professionals. Deep understanding of financial services workflows, compliance requirements, and operational challenges.
Enterprise-Grade Security
Institutional-grade security with end-to-end encryption, multi-factor authentication, and granular access controls. Regular security audits and penetration testing ensure continuous protection.
Regulatory Compliance
Built to support your obligations under Swiss FADP, GDPR, FinSA/FIDLEG and FINMA Guidance 08/2024 - with audit trails and exportable logs for your compliance reviews and independent verification.
Rapid Deployment
Go from pilot to production in weeks, not years. Our proven implementation methodology and dedicated support team ensure smooth onboarding and quick time-to-value.
AI Guardrails
Hard boundaries on what AI can access, generate, and act on - so your team can deploy with confidence
Output Filtering
Every AI response is checked against configurable policies before reaching the user.
Prompt Injection Protection
Built-in defenses against adversarial inputs that attempt to bypass system instructions.
Source Grounding & Citations
Responses are grounded against your source data, with citations so every answer can be traced back to its origin.
Audit Logging
Every query, response, and action is logged with full traceability for compliance reviews.
Enterprise Security & Compliance
Security is foundational to the coreGPT architecture. Your data stays in Switzerland, under your control, and is never shared with external model providers.
Data stays in Switzerland
Swiss-hosted infrastructure. Your data never leaves the region you choose.
No data sent to external models
Confidential data is never shared with third-party model providers.
Encryption in transit & at rest
End-to-end encryption across every layer of the platform.
SSO, RBAC & MFA
SSO/SAML with your identity provider, role-based access, and MFA enforced by default.
Full audit trail
Every user action and data access is logged for complete accountability.
Flexible deployment
Run on-premises, in a private cloud, or on region-specific infrastructure.
Data Sovereignty Guarantee: Your data remains in your specified geographic region with full control over access, processing, and retention. We support on-premises deployment, private cloud hosting, and region-specific cloud instances to meet your regulatory requirements.
Frequently Asked Questions
Common questions about implementing coreGPT in your financial institution
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