Banking & Insurance

Finally use AI on your bank's own data

Give compliance, advisory, and operations teams a workbench for client data and policy research. Every answer grounded in your sources, cited, logged, and EU-hosted.

AI that works on sensitive data, not around it

Your teams already know what AI could do for them. They just cannot use it on the data that matters, because confidentiality, DORA, and GDPR rule it out. Aimable closes that gap.

Teams

Built for the teams your regulators watch

01

Compliance & risk

Research DORA, MiFID II, GDPR, and internal policies across your curated library. Every answer cites the source paragraph. Every query lands in the audit log.

02

Advisory & wealth

Draft portfolio reviews, client letters, and meeting prep from CRM data. Answers come from your playbooks and approved templates, never the open internet.

03

Privacy-safe client work

Client names, IBANs, and policy numbers are detected and protected before any prompt reaches an AI model. Restored automatically in the final output.

04

Operations & internal audit

Every Space exports a full trail: who asked, which Collections were read, which model answered, and which policies were enforced.

Architecture

Your Banking Space: curated, scoped, accountable

Each team works inside a Space: a dedicated workspace with its own Collections, policy controls, model routing, and member access. Compliance does not see the CRM, advisory does not see the risk register. Same product, different scope.

Curated Collections

Only verified documents end up in a Collection. Drafts live in Personal Collections until a steward reviews and promotes them.

Model routing per purpose

Route sensitive workflows to on-prem or sovereign models. Route research to best-in-class EU-hosted models. Governed at the Space level, not per prompt.

Policies that travel with the Space

Personal data handling, training opt-outs, retention, and audit depth: configured once, enforced on every query by every member.

Standards

Designed for the rules you already work under

DORAMiFID IIGDPRNIS2ISO 27001EU AI Act

Compliance built in, not bolted on

01

DORA ready

Full audit trail, ICT risk controls, and third-party oversight. Designed for the Digital Operational Resilience Act.

02

GDPR and data sovereignty

EU infrastructure, automatic personal data protection, no training on your data. Nothing leaves the environment you control.

03

Audit-ready by default

Every interaction logged, configurable per Space, exportable for compliance reporting. Regulators see exactly what happened.

Deployment

Run it where your compliance team is comfortable

Three deployment modes, one product. Move workloads between them as sensitivity and policy demand.

EU SaaS

Fully managed, EU-hosted, EU-operated. Aimable never trains on your data. Right for most teams.

Your cloud tenant

Aimable runs inside your AWS, Azure, or GCP tenant. Data never leaves your perimeter. Right for restricted data.

On-premise

Air-gapped deployment with local models. Zero external dependencies. Right for classified or highly sensitive workflows.

See Aimable for financial services

Book a 30-minute demo to see compliance, advisory, and operations teams use AI safely on bank data.