Agents you can control and audit, even under heavy regulation

When financial services adopts AI, the first question is never whether the model is capable enough. It's where the data boundary sits, who can touch what, and whether every step can be traced — so we design all of that in at the architecture level.

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What changes

Adopt AI without compromising compliance

Permission boundaries, deployment location, and audit records are designed in from the architecture up — capability and compliance stop being a trade-off.

Every action survives scrutiny

Cross-system queries and data access leave a complete audit log, so who did what, and when, is traceable at any time.

Data stays inside your boundary

Deploy to your own cloud or on-premise, with permissions mapped to your existing system authorizations — data never has to leave the security boundary you already trust.

How we keep agents controllable in financial services

Research and client data, with boundaries drawn first

When the agent compiles research and client data, it only touches the systems it's authorized for — boundaries between departments and product lines are enforced by permission settings, not by people remembering the rules.

Cross-system queries, logged at every step

The agent answers queries across multiple internal systems, and every access and every response lands in a complete audit log — who looked up what, and when, is traceable after the fact.

Deploy to your own cloud or on-premise — data stays inside your boundary

Rollout can start in your own cloud (such as your own GCP project) or on-premise, so data never leaves your existing security boundary. Full deployment and governance details are on our Trust & Security page.

Per-system, per-user permissions

The agent's permissions mirror what each real user is already authorized to do in each system — never a step more. When people or roles change, its access changes with them.

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Want to see how thismaps to your team?

We can start with an onboarding workshop — and build your first agent with your team, live in the room.

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Let's talk about your first agent

No need to prepare a full spec or know where to start. Tell us about the work that eats your team's time, keeps getting stuck, or still runs on manual effort.

We'll walk through your current workflows with you and find the piece an agent should take over first.

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