Policy research with sources
Employees ask in chat about responsibilities, deadlines or approval paths. AIPE answers from your documents and cites the passages.
Learn moreIndustry
Trust, built into every answer.
Financial institutions need traceable answers. AIPE combines source citations with organization-scoped access controls.
What it costs you every day
Compliance questions without quick answers
Regulatory inquiries, audit prep, policy research — all manual, all time-consuming.
AI without an audit trail isn't an option
Standard AI tools don't cite traceable sources. For regulated institutions, that's a deal-breaker.
Knowledge transfer between teams stalls
Regulatory knowledge, product details, internal policies — scattered across drives, heads and outdated wikis.
Data sovereignty is non-negotiable
Upload customer data to external AI tools? Out of the question. Skip AI altogether? Also not an option.
AIPE for financial institutions
Knowledge with source citations
Answers using retrieved knowledge context show source citations so teams can verify supporting material.
Configurable providers and access
Organization-scoped RBAC governs access. Selected model providers receive relevant request data; deployment and data-processing requirements are reviewed per customer.
Agents for compliance and reporting
Automated audit prep, policy research, report drafting — accelerated, not replaced.
AI for banks, insurers and asset managers – with sources.
In financial services, the fastest answer is not what counts – the traceable one is. Policies, product documentation, audit reports and internal work instructions change constantly, and anyone giving an answer has to show what it is based on. This is where many general-purpose AI tools fall short: they sound convincing, but have no connection to your organization's documents.
That is why AIPE starts with knowledge. You upload policies, handbooks and templates into files and projects, maintain working drafts in the wiki and let AIPE link terms and relationships in the knowledge graph. Answers drawn from retrieved knowledge show their sources, so business units, compliance and internal audit can check the underlying content themselves. Roles, groups and per-resource sharing determine who can see what.
Use cases
Where AIPE takes work off financial teams
Audit preparation
An agent with your checklists gathers documents on an audit topic, summarizes the current status and flags where evidence is missing.
Learn moreRecurring reports as routines
Routines run a prompt on a schedule – for example, a weekly summary of new policy changes for the business units.
Learn moreDocument committees and client meetings
Meeting recording with a speaker-labeled transcript and automatic summary – after all participants have been notified.
Learn moreReports at the workstation
On an approved computer, the AIPE Worker combines exports from local software into Excel overviews – with a visible plan.
Learn moreConsistent wording
The prompt library provides reviewed templates with variables, so teams write client communications and memos consistently.
Learn moreWorkflow
A policy question – before and after
- Step 1
Ask the question
TodayEmail to compliance or searching through several drives and intranet pages.
With AIPEQuestion in AIPE chat; the assistant searches the documents the person has access to.
- Step 2
Check the answer
TodayUnclear whether the document found is the current version.
With AIPEThe answer cites its sources; the passage can be opened and checked directly.
- Step 3
Record the result
TodayA memo is written by hand and filed in yet another folder.
With AIPECreate the memo as a wiki page or Office document in Canvas and share it with the team.
- Step 4
Repeat
TodayThe same question is researched again next quarter.
With AIPEKnowledge stays findable in the wiki and graph; recurring queries run as routines.
Data protection & control
Control over data, access and providers
Every resource in AIPE belongs to an organization and follows its permissions. Which model providers receive request data is configurable; we review deployment and data processing requirements for each customer before any customer data is processed.
- Roles, groups and sharing per file, agent, skill, wiki page and chat.
- Choose models freely and store your own provider keys (BYOK) for the organization or individual users.
- Analyze usage by person, cost center and function, and set budgets with alerts.
- Data processing agreement (DPA) available online, subprocessors listed transparently.
Relevant connectors
For document storage with strict data sovereignty requirements, connect a self-hosted Nextcloud. Systems without a connector can be reached via API and MCP, or through the Worker on a computer where the application runs.
See all connectorsWhat auditable AI delivers
–80%
Effort for audit prep and compliance research
Sources
Verifiable context for retrieved knowledge
RBAC
Organization-scoped AI and data access
How fast do you find answers you can stand behind?
Three questions about your institution, bottleneck and team. Then you see where AIPE with source citations helps first.
Financial services checkQuestion 1 of 3
Anonymous, no emailabout 60 seconds
Trust, built into every answer.
30-minute demo for financial institutions. We'll show source citations, governance and access-control architecture live.