Secure Client Data in AI Tools
Financial Services AI Governance
Support your regulatory compliance efforts with audit-ready AI governance. 91% of financial professionals use AI without oversight - protect client information while enabling productivity.
91%
of financial professionals use AI without oversight
90%
of work happens in browsers where AI tools operate
5
minutes to deploy firm-wide protection
100%
human oversight with complete audit trails
The AI Data Crisis Hits Financial Services Hardest
Financial professionals use AI daily for research, client communication, and analysis - but most firms have zero visibility or control over what client data reaches these platforms.
Every AI conversation with client data is a potential regulatory violation
Your team uses ChatGPT, Claude, and other AI tools for portfolio analysis, research, and client communication with zero oversight. Client financial data flows freely to platforms that store everything.
Regulatory Examination Risk
Regulators globally are asking about AI usage in examinations. Without audit trails and oversight, your firm can't demonstrate adequate supervision of AI tools accessing client information.
Client Data Exposure
Advisors paste client financial details, account numbers, and personal information into AI tools for portfolio analysis and research - creating massive liability exposure.
Invisible AI Usage
94% of your team uses AI tools daily - ChatGPT for research, Claude for client emails, Copilot for spreadsheets - but you have zero visibility into what data they're sharing.
Audit Trail Gaps
When regulators ask "how do you supervise AI usage?" you can't point to specific controls, decisions, or documentation - just policies that nobody follows.
Human Agency at the Core of AI Control
While others build black-box algorithms, we put your compliance team in control with transparent, audit-ready governance that actually works.
Compliance-Supportive AI Governance
Designed to support your regulatory compliance efforts. Work with your compliance team to reduce AI-related examination risk while enabling innovation.
Real-Time Client Data Protection
Automatically redact account numbers, addresses, and financial details before they reach AI platforms. Client information stays protected without blocking productivity.
Audit-Ready Human Trails
Every AI interaction creates documentation with human reasoning. When regulators ask about supervision, you show specific decisions made by specific people with full context.
Financial Services Access Control
Control which AI platforms your team can access. Allow research tools while blocking risky services. Set different policies for client-facing vs internal work.
Browser-Based Protection
Works where 90% of AI usage actually happens - in web browsers. No network changes, no software rollouts, no disruption to trading systems or client workflows.
Stop AI Data Leaks Today
No hidden enterprise costs. No months-long implementations. Transparent pricing that makes sense for protecting your AI interactions.
- 1 user AI monitoring
- Basic AI tool detection
- 7-day activity history
- Human decision alerts
- 5 users ($13 per additional user)
- Advanced AI governance
- 30-day retention
- AI tool whitelist/blacklist
- 20 users ($11 per additional user)
- Full compliance reporting
- 30-day retention
- AI tool whitelist/blacklist
Every Day Without AI Governance Is a Day at Risk
Support your compliance efforts while enabling AI innovation. Stop treating AI data leaks as tomorrow's problem.