Financial services
Most of what makes AI hard in a bank is not the model. It is entitlements, lineage, and being able to reproduce an answer six months later.
A retrieval system in a bank inherits the bank's access-control problem. If the index can read everything, it can surface material the person asking is not entitled to see, and that is a finding rather than a bug. Entitlements have to be enforced at query time, propagated from the system of record, before anything reaches a model.
The second constraint is reproducibility. An answer that was correct in March has to still be explainable in September, against the version of the data that existed in March. Bitemporal correctness is unglamorous and it is the difference between a system that survives an examination and one that gets switched off during one.
What you get
The promise, kept honest. Direction, not invented numbers.
- 01
An assistant that can only see what the person asking is allowed to see
- 02
Reporting you can defend line by line, months after it ran
- 03
Answers that still have provenance when a regulator asks where they came from
The constraints
The parts that make this industry different. If one of these sounds like your problem, that is the conversation to have.
- Document-level entitlements enforced at retrieval, not at the knowledge-base boundary
- As-of reproducibility — the answer given in March, explained in September
- Lineage from a reported figure back to the row that produced it
- Information barriers and material non-public information handling
- Retention and legal hold applied to conversation logs, not just source documents
- Model risk governance: someone will ask how the system was validated, and 'it seemed better' is not an answer
How we deliver
The engineering gates that separate a demo from a deployment in this industry.
- Entitlements enforced at query time, propagated from the system of record — nothing reaches a model without permission
- Bitemporal storage so an answer is explainable against the data version that existed when it was given
- Audit-ready validation before a pilot can reach a risk committee
Call us when
- An assistant works in a demo and stalls at the security review
- Two systems disagree on the same figure and nobody noticed until now
- A pilot needs a validation story before it can go to a risk committee
Building in financial services?
Describe the situation in a paragraph. We will tell you what we would look at first and what it would cost to find out.