AI Assistant · For bankers
An AI assistant for bankers. On infrastructure the bank controls.
It prepares the paperwork around the decisions, so advisors spend their time on the decisions.
- Live in 7 days
- Fixed quote up front
- No lock-in on the monthly fee
The work it takes off an advisor's desk.
- 01
Meeting prep in one message
Before each client meeting: the last notes, open requests, documents still missing and recent changes in the company register, on one page.
- 02
First drafts of credit memos
Turns the advisor's notes and the client's figures into a first draft in the bank's own template. The judgement stays the advisor's.
- 03
Document chasing
Keeps track of which documents each client still owes and drafts the reminders, so the list doesn't live in anyone's head.
- 04
Company lookups
Ownership, board members and registered changes from the public company register, pulled into the conversation when you ask.
- 05
Follow-ups that go out
After the meeting: the summary, the agreed next steps and a draft email to the client, waiting for approval.
- 06
Answers from internal policy
Ask in plain language and get the answer from the bank's own policies and procedures, with the page it came from.
Assistant · Business advisor
Today, Tuesday · 2 done · 2 waiting for approval
- 10:00
Hansen Maskiner ApS
Meeting brief ready
- 13:00
Credit committee
Memo draft attached
- 15:30
New client: Berg Logistik
Company lookup done
- Filed
Hansen Maskiner
Annual report 2025
- Draft ready
Credit department
Questions on the Hansen memo
- Replied
Berg Logistik
Documents for onboarding
Brief for the 10:00 meeting
DoneFirst draft of the Hansen credit memo
DoneChase missing documents, four clients
In progressFollow-up after credit committee
Queued
Credit memo draft, Hansen Maskiner
Bank template · six pages
Reminder to Berg Logistik
Two documents missing
Connected to the tools you already use.
Microsoft 365
Outlook
Teams
SharePoint
Salesforce
HubSpot
Google Drive
Core banking and credit systems are connected through the exports or APIs your data centre provides, scoped case by case.
Built for a regulated desk.
Your server, your region
A dedicated server under the bank's control, in an EU or US region. Client data never sits in a shared service.
Your model endpoint
Run it on an enterprise model endpoint on Azure or AWS, under your own agreement. Nothing is used for training.
Drafts, not decisions
It prepares material. Credit decisions, advice and anything sent to a client stay with people.
A memory you can audit
What the assistant knows is a set of readable pages. Your team can inspect, correct and export every one of them.
We recommend starting with one team of advisors on the integration tier, and expanding once your compliance team has reviewed the setup.
Recommended start
Assistant + your systems, for one team of advisors.
Fixed quote up front · live in 7 days
Straight answers
- Does it meet financial-sector requirements?
- We don't certify compliance; we design for it. The assistant runs on infrastructure you control, logs what it does and keeps people on every client-facing decision. Your compliance team reviews the setup before it goes live.
- Does it make credit decisions?
- No. It prepares material and drafts. People decide, and people sign.
- Which AI model does it use?
- Your choice: an enterprise endpoint on Azure or AWS, or your own OpenAI or Anthropic account. We never mark up model costs.
- Can we start with one team?
- Yes. Add the advisors who should have access, and expand when the setup is approved.
- Where is client data stored?
- On a dedicated server you control, in an EU or US region. The assistant's memory is a set of pages you can export at any time.
See it prepare a client meeting. On a demo bank, live.
Set up for other roles