Private AI Workspace for Banking, Financial Services, and Insurance
How It Works
Go from documents to insights in three simple steps
Step 1
Upload Files
Upload your documents and the chatbot will process and analyze all your files seamlessly, extracting all of the relevant information.
Step 2
Ask Anything
Query your documents in natural language and get instant, accurate answers with specific citations and references directly from your internal documents.
Step 3
Extract Insights
Discover hidden patterns, relationships, and insights across your entire document repository that a manual human review would miss.
Step 1
Upload Files
Upload your documents and the chatbot will process and analyze all your files seamlessly, extracting all of the relevant information.
Ask Anything
Query your documents in natural language and get instant, accurate answers with specific citations and references directly from your internal documents.
Step 2
Step 3
Extract Insights
Discover hidden patterns, relationships, and insights across your entire document repository that a manual human review would miss.
Step 1
Upload Files
Upload your documents and the chatbot will process and analyze all your files seamlessly, extracting all of the relevant information.
Step 2
Ask Anything
Query your documents in natural language and get instant, accurate answers with specific citations and references directly from your internal documents.
Step 3
Extract Insights
Discover hidden patterns, relationships, and insights across your entire document repository that a manual human review would miss.
Who It's For
Banking
A private AI assistant that combines your internal data with live market updates to streamline risk management and client advisory.
Financial Services
A secure chat platform that links your proprietary research with real-time market data for instant investment insights and reporting.
Insurance
A sovereign AI workspace that connects your policy records with live economic data to accelerate underwriting and claims decisions.
Security
All firm data stays completely under your control, with no third-party access, outside integrations, or external sharing ever permitted.
Runs in a fully SOC 2–audited environment, providing enterprise-level safeguards designed to meet strict legal and regulatory standards.
Double air-gapped infrastructure isolates sensitive client information, preventing exposure to external networks and protecting against outside threats.
Data is secured with 256-bit encryption, ensuring confidentiality and integrity both during transmission and while stored at rest.
Write-once, point-in-time backups guarantee data integrity, protecting against tampering while allowing reliable restoration whenever needed.
Redundant systems and built-in recovery protocols maintain operations, safeguarding business continuity even in the event of outages.
Pricing
Individual
$750/ month
- 1 Seat Minimum
- Branded as Vault
Team
$850/ month
- 5 Seat Minimum
- Branded as Vault
Firm
$950/ month
- 50 Seat Minimum
- Your Firm Branding
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Office
- 230 Park Avenue
New York, NY 10169