Industries · Financial services
AI for financial firms, with the audit trail intact.
Get named when people ask AI about rates and cover, and use AI on client data that must stay in your network and your records.
Updated
How can a financial firm use AI and stay ready for an examiner?
Keep it inside your network and your audit trail. Client and account data stays where it is, and every question, every record looked up and every answer is kept where your examiners can see it. Frontier models stay off unless you switch them on.
- Answers for advisors and staffFrom your own policies, products and client records.
- Reports pulled togetherThe weekly numbers from the systems that hold them.
- Documents read for a personApplications and statements summarized for someone to check.
- Found by customersThe answer first, the date it was true, and the sources behind the figures.
How 781 lending, insurance and finance sites do with AI search
Someone asks an assistant: “What credit score do I need for a mortgage with five per cent down?” To be named, a site needs the answer first, the date it was true, and the sources behind the figures.
- 100%of those with guides have one that does not answer right under its first question
- 50%of those with guides have one with no date it was updated
- 50%of those with guides have one with no sources shown
- 56%have a page missing structured data
Counted by mttr, our own reader, across 781 lending, insurance and finance sites at their latest read, as of October 30, 2026. A site counts when at least one of its pages fails, among the sites each check applies to. Their middle score is 82 of 100: well formed is not the same as named, and a score does not say an assistant cites a site.
Questions
Is there a record an examiner can review?
Yes. Every question, every record looked up and every answer is kept inside your network, where your examiners can see it.
Are you SOC 2 compliant?
Yes, and the report is available on request. The system runs inside the boundary your own controls already cover, and your reviewers approve it there. Security and trust.
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