Industries
Financial services
Put AI to work on your customer, risk and market data without it ever leaving the firm — under the controls your regulators expect.
Financial services firms hold some of the richest — and most sensitive — data in any sector: customer records, transactions, credit files, research and decades of policy. It is exactly the data that makes AI valuable, and exactly the data you cannot hand to a third-party model.
AgoActum deploys grounded AI inside your own environment, so your teams get answers drawn from the firm’s own knowledge while the data stays under your control and your model-risk obligations are met.
Where private AI helps
KYC & AML review
Assemble and summarise customer due-diligence packs and flag anomalies, with every finding cited back to source.
Credit & analyst copilots
Draft credit memos and research notes grounded in your own data, with a human making the decision.
Complaints & operations
Triage, classify and draft responses to customer complaints and queries, cutting handling time while keeping oversight.
Policy & control Q&A
Give staff instant, cited answers from internal policy, risk and procedure libraries.
Compliant by design
We build to your model-risk and information-security obligations — FCA and PRA expectations, ISO 27001 security and an ISO/IEC 42001 AI management system — so AI can be deployed with the audit trail and human oversight regulators require.
See our standards & complianceBring private AI to your financial services data
Book a discovery call and we’ll map the highest-value, lowest-risk places to start — securely, inside your own environment.