AI-Powered Tools for Banks, Asset Managers & Financial Advisors
Unlock the Potential of AI Safely and Securely
​
Turn AI into your command center, connecting into your meeting notes from Zoom or Teams, summarizing them and creating action items for your CRM. We also link into your documents, Outlook email and calendar, and more by simply typing or speaking to our platform. And keep your CISO and the regulators happy with our built-in cybersecurity, risk, governance, and compliance system for using AI.
Why Choose AIR-GPT?
​
​
​
​
AI-Driven Insights: Leverage AI to analyze your proprietary data using simple English queries and receive accurate insights instantly.
Enhanced Performance: Empower your team to excel and surpass competitors with advanced AI tools tailored for financial analysis.
Compliance Solutions: Ensure adherence to SEC regulations with our built-in compliance features, ensuring your AI usage meets industry standards.
Cybersecurity Integration: Safeguard your data and client information with our robust cybersecurity protocols designed specifically for AI applications.
​
Which Features Does AIR-GPT Include?
​
-
Use LLMs securely to write emails, summarize research, ask questions and examine investments
-
Access to multiple AI large language models, like Chat GPT
-
Built-in SEC compliance solution
-
Built-in AI Agents include Personal Assistant, Research Assistant, Business Strategist, Content Assistant, Social Media Specialist, Meeting Summarization, Marketing Strategist, SEO Specialist, Sales Consultant, Programming Assistant
-
Ability to create up to 50 total AI agents
-
Outlook email plugin
-
Private cloud or on-premises secure software deployment
-
Easy access to SEC Edgar filings
-
Governance tool to assign agents, your databases, and your document repositories to different users or departments
-
Easily configure unlimited AI agents in minutes and get direct access to your data and documents (NO CODE REQUIRED)
-
API access to models and AI agents​
​
Learn more about these features and how we can get you up and running with safe and compliant AI in hours.
​
How It Works​​
​
Ask Questions, Get Answers: Query your data using natural language and receive actionable responses.
Stay Compliant: Utilize our compliance tools to meet regulatory requirements effortlessly.
Protect Your Data: Benefit from advanced cybersecurity measures tailored for AI operations.
​​
Take the next step in modernizing your advisory services. Discover how RIA GPT can empower your team with AI while ensuring data security and compliance.
​
​
​
​
Sign up now for a free trial and learn how safe and
compliant AI can elevate your investment strategies.
​
Regulators have made clear that existing compliance and
confidentiality rules apply to Artificial Intelligence systems.
Governance
• Use case development/access
• User access controls
• Proprietary documents
• Internal database access
Compliance
• Record conversations
• Block suspicious activity
• Flag issues for human attention
• Integration with 3rd party tools
Risk Management
• Stop malicious use
• Stick to use case
• Protect confidentiality
• Avoid LLM completion fails
Cybersecurity
• Block hacking
• Update signature files
• Geographic blocker
• User monitoring 24/7