AI your model-risk committee will actually approve.
Risk, fraud, AML, and advisor copilots grounded in regulatory frameworks and the documents that drive them.
- Analyst throughput
- 2xAnalyst throughput
- Answer grounding rate
- 97%Answer grounding rate
- Documents processed monthly
- 8.4MDocuments processed monthly
In finance, an unexplainable model is an unusable model.
Every model that touches a customer decision has to survive model-risk review, and every answer an analyst acts on has to be traceable to a source. That constraint rules out most consumer-grade AI tooling outright — and it is precisely the constraint our systems are designed around.
- Analyst throughput
- 2x
- Documents processed monthly
- 8.4M
What makes finance different.
Every sector has constraints that decide whether a system reaches production. These are the ones we design around from day one.
Model risk governance blocks deployment
How we handle it: We produce the model documentation, validation evidence, and monitoring plan your MRM function requires as a delivery artifact, not an afterthought.
Answers must be auditable
How we handle it: Span-level citations on every generated answer, with the retrieved evidence retained for the full audit window.
Material non-public information must stay siloed
How we handle it: Retrieval enforces information-barrier rules at query time, so a user's results respect their wall assignment before generation.
False positives overwhelm analysts
How we handle it: Calibrated scoring with reason codes lets you tune the precision/recall tradeoff explicitly rather than accept a vendor default.
Where we typically start.
Ranked by the ratio of value to time-to-first-deployment in this sector.
Research terminals
Citation-grounded search across filings, transcripts, and broker research with permissioning that respects information barriers.
AML alert triage
Automated evidence assembly and narrative drafting for alerts, cutting investigation time while preserving the audit trail.
Advisor copilots
Meeting prep, suitability checks, and follow-up drafting grounded in client holdings and current compliance policy.
Document extraction
Structured extraction from credit agreements, prospectuses, and KYC packets with per-field confidence scores.
Risk scoring
Calibrated probability models with reason codes, documented to satisfy model-risk validation on day one.
Regulatory change tracking
Monitoring of rule changes across jurisdictions, mapped automatically to the internal policies they affect.
Frameworks we work within.
We produce the control documentation and audit evidence as a delivery artifact, not as a follow-up project.
- SOC 2 Type II
- ISO 27001
- SR 11-7 model risk
- GDPR
- FINRA recordkeeping
Proof from a comparable deployment.
Grounding an AI research analyst on a decade of data
Atlas Capital
Analyst throughput doubled on coverage tasks and onboarding time for new hires dropped by half.
Read the full case study- Analyst throughput
- 2xAnalyst throughput
- Onboarding time
- −50%Onboarding time
- Answer grounding
- 97%Answer grounding
Capabilities we apply most in finance.
Adjacent sectors we serve.
Thirty minutes on what is working in your sector.
A senior engineer and a strategist who have shipped in this domain. Bring your constraints — we will tell you honestly what is realistic.