Client data, trading strategies, and material non-public information never leave your infrastructure. Enterprise AI that meets SEC, FINRA, and SOX requirements.
On-Premise
Your data center, your control
Audit Ready
Complete activity logging
Zero Leakage
No external data transmission
Confidential • Internal Use Only
Investment Analysis Request
"Summarize the key risk factors from the Q3 earnings transcripts for our portfolio holdings in the semiconductor sector"
Analysis complete. Key risks identified across 12 holdings: supply chain concentration (8/12), China exposure (6/12), inventory buildup...
Processed on-premise • Fully audited
The Financial Services AI Problem
Your compliance team has good reasons to be nervous about cloud AI. The risks are real.
MNPI Exposure
Material non-public information sent to cloud AI could constitute improper disclosure. Queries become potential evidence in insider trading investigations.
Model Training Risk
Cloud AI providers may train on your queries. Your proprietary trading strategies, client lists, and analysis could influence responses to competitors.
Data Residency
Client data crossing borders creates jurisdictional complexity. GDPR, local banking regulations, and cross-border transfer rules apply.
On-premise AI eliminates transmission risk entirely. Data never leaves your infrastructure.
AI Across Your Organization
From front office to back office—AI assistance that stays compliant.
Research & Analysis
Accelerate investment research, earnings analysis, and market intelligence gathering.
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