Banks
Private AI for banks, built for the exam you will actually get
A Private GPT deployment gives your bank a sanctioned way to answer questions from lending policies, compliance procedures, and product guides, while customer account data, loan files, and board materials stay inside a dedicated environment with configured access and documented model-provider handling.
Customer account data in public chatbots
Pasting a customer's account number, loan file, or SSN into a personal chatbot account creates an exam finding your compliance officer cannot undo. A sanctioned workflow gives staff a documented alternative.
Policies live across the intranet, binders, and old shared drives
Lending policy, BSA and AML procedures, and product guides are scattered across systems built up over years. Branch staff and lenders lose time hunting for answers the bank already wrote down.
Exam prep and daily service compete for the same hours
Answering customer questions, drafting exception memos, and pulling together examiner requests are necessary and repetitive. Drafting help that knows your policies and prior filings frees staff for the judgment calls that need their attention.
What your team can use it for
- Answer branch and call center staff questions from policies and product guides with sources
- Draft loan file summaries and exception memos from underwriting notes
- Search BSA and AML compliance procedures with sources for staff questions
- Summarize board packets and committee minutes into documented action items
- Prepare examiner request responses from approved policy and procedure files
- Analyze deposit and loan portfolio reports through an approved workflow with configured data controls
Same managed platform, scoped to your systems and controls. See how deployment works or review pricing factors.
Questions banks teams ask
Is a private GPT compliant with OCC, FDIC, or Federal Reserve exam expectations?
No AI product is automatically compliant. A dedicated environment, configured role based access, approved sources, documented provider terms, and available audit data can support your compliance program, but your legal, compliance, and security reviewers must evaluate the deployed design against your regulator's expectations.
Can it work with our core banking and document systems?
The deployment can use approved policies, loan files, spreadsheets, and reports from supported document systems. Live core banking integrations are a separate discipline, but document questions, summaries, and drafting from your bank's records are exactly in its lane.
What does it cost for a bank our size?
Pricing depends on your users, approved data sources, access controls, integrations, and support needs. Book a meeting to review the scope before we prepare a proposal.
See it running on banks work
Book a meeting to review one real workflow, the approved information it needs, and the access, integration, support, timeline, and pricing scope for your firm.