AI Assistant for Financial Services - Powered by Bedrock

The problem. Banks, insurers and asset managers sit on the richest unstructured data in any industry: policies, contracts, prospectuses, credit files, KYC dossiers, claims and regulatory bulletins. Analysts spend 40-70% of their day reading documents and re-typing what they found. Generic AI chatbots get blocked by Risk and Compliance for good reason: no lineage, no citation, no audit trail, no data residency, no model governance.

Our solution. A production-grade AI assistant for regulated financial institutions, built on Amazon Bedrock and deployed 100% inside your own AWS account. Every answer is grounded in your authoritative sources, cites the exact clause or page it came from, refuses to answer beyond its evidence, and writes an immutable record of every prompt, retrieval and response for your auditors.

Banking - credit memo drafting from spreads and filings, KYC/AML dossier summarization, dispute and chargeback triage, product and fee inquiries for branch and contact-center staff.

Insurance - policy wording Q&A, underwriting submission triage and risk-appetite matching, claims first-notice summarization and coverage checks, broker and policyholder self-service.

Capital markets and asset management - equity and fixed-income research, prospectus and fund-fact extraction, investment-committee memo drafting, suitability and product ideation.

Risk, compliance and legal - regulatory horizon scanning, control mapping to new circulars, contract clause comparison, complaint-handling QA, internal-policy help desk.

• Grounded answers only. Retrieval-augmented generation over your document estate with mandatory citations. No source, no answer.
• Amazon Bedrock Guardrails for PII redaction, denied topics, prohibited financial advice and hallucination control.
• Human-in-the-loop by design. Configurable approval gates before any client-facing or decision-bearing output.
• Immutable audit trail. Every prompt, retrieved chunk, model version, user and response logged to CloudTrail and your data lake, exportable for supervisory review.
• Model risk pack. Documentation aligned to SR 11-7 style expectations: intended use, limitations, evaluation set, drift monitoring, challenger testing.
• Least privilege. Per-desk and per-entity access control, so an analyst never retrieves what their role cannot see.

• Runs entirely in your AWS account and region of choice - your data never leaves your boundary and is never used to train foundation models
• Designed for LGPD, GDPR, SOX, PCI-DSS, SOC 2, ISO 27001 control environments
• Supports BACEN and CMN resolutions, SUSEP, CVM, Basel III, Solvency II, DORA and NIST AI RMF alignment
• Private connectivity, KMS customer-managed keys, VPC endpoints, no public inference paths
• Integrates with core banking, policy admin, CRM and ECM: Salesforce, ServiceNow, SAP, Guidewire-class systems, SharePoint, S3 and mainframe extracts

Discovery and design (weeks 1-2) - use-case scoring workshop with business, Risk and Compliance; document inventory; success metrics; target architecture and control matrix.

Build (weeks 3-8) - ingestion and chunking strategy per document class, Bedrock Knowledge Bases with OpenSearch, agentic tool use for core-system lookups, guardrails, and an evaluation harness with a golden question set scored for accuracy, citation fidelity and refusal behaviour.

Validate and launch (weeks 9-10) - model risk documentation, security review support, pilot with a controlled user group, dashboards for adoption, accuracy and cost per resolved query, then 30 days of hyper-care and a monthly tuning loop.

• 15+ years in AI and Cloud, AWS Partner since 2013
• Leader in Generative AI in Latin America with 300+ AI solutions on AWS Marketplace
• 200+ enterprise deployments since 2023, including banking, insurance and healthcare payers
• Powered by Amazon Bedrock and Amazon SageMaker, with frontier models such as Anthropic Claude
• Outcome-based contracts available - we share the risk

Bring one document-heavy process. In 14 days we return a Business Case with baseline effort, projected reduction, control mapping for your compliance team and a 10-week delivery plan, at no cost.